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BorgWarner
BWA

Overview Fund Activity

726 hedge funds and large institutions have $10.8B invested in BorgWarner in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 283 increasing their positions, 246 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+21
Holders Change %
+2.98%
% of All Funds
11.45%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
99
Increased
283
Reduced
246
Closed
76
Calls
$24.3M
Puts
$21.6M
Net Calls
+$2.72M
Net Calls Change
-$6.84M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$161M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$131M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$83.1M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$75.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$75.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24.9M
2
CVA
Ceredex Value Advisors
Florida
$0
3
Newport Trust Company
Newport Trust Company
District of Columbia
$0
4
American Century Companies
American Century Companies
Missouri
$173M
5
Citadel Advisors
Citadel Advisors
Florida
$389K
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
351
Versor Investments
New York
$948K +$77.8K +1,807 +9%
DIP
352
Davis Investment Partners
North Carolina
$937K -$42K -1,033 -4%
SAM
353
Securian Asset Management
Minnesota
$931K -$16.2K -377 -2%
Bank of Nova Scotia
354
Bank of Nova Scotia
Ontario, Canada
$923K +$223K +5,889 +32%
KRS
355
Kentucky Retirement Systems
Kentucky
$922K +$16.2K +377 +2%
DI
356
Diligent Investors
California
$922K -$58.7K -1,363 -6%
EMPI
357
Elo Mutual Pension Insurance
Finland
$920K +$272K +6,308 +42%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
358
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$919K -$5.24M -121,788 -85%
SAM
359
Shell Asset Management
Netherlands
$906K +$906K +21,036 New
UFF
360
USA Financial Formulas
Michigan
$901K -$39.6K -919 -4%
IMCOOI
361
Investment Management Corp of Ontario (IMCO)
Canada
$892K – – –
JF
362
Jump Financial
Illinois
$880K -$1.73M -40,266 -66%
MSRPS
363
Maryland State Retirement & Pension System
Maryland
$871K -$40.3K -936 -4%
SIA
364
Strategic Investment Advisors
Michigan
$866K +$86.8K +2,016 +11%
MWM
365
Moran Wealth Management
Florida
$859K -$198K -4,603 -19%
IA
366
IFP Advisors
Florida
$839K -$6.5K -151 -0.8%
VLC
367
Van Leeuwen & Company
New Jersey
$831K +$137K +3,115 +20%
SWM
368
SeaCrest Wealth Management
New York
$820K +$34.4K +798 +4%
HIMCH
369
Hartford Investment Management Co (HIMCO)
Connecticut
$808K -$161K -3,744 -17%
JIC
370
Johnson Investment Counsel
Ohio
$808K -$30K -697 -4%
OWA
371
Outlook Wealth Advisors
Texas
$806K +$212K +4,929 +36%
FT
372
Fiduciary Trust
Massachusetts
$791K -$4K -93 -0.5%
WEG
373
World Equity Group
Illinois
$784K -$2.86M -66,383 -78%
Daiwa Securities Group
374
Daiwa Securities Group
Japan
$780K +$20.9K +551 +3%
CIAS
375
Capital Investment Advisory Services
North Carolina
$773K +$773K +17,958 New
13 14
15
16 17