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BorgWarner
BWA

Overview Fund Activity

651 hedge funds and large institutions have $7.72B invested in BorgWarner in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 219 increasing their positions, 281 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-23
Holders Change %
-3.41%
% of All Funds
9.44%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
79
Increased
219
Reduced
281
Closed
98
Calls
$49.8M
Puts
$41.3M
Net Calls
+$8.49M
Net Calls Change
-$40.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$169M
2
Victory Capital Management
Victory Capital Management
Texas
$455M
3
Citadel Advisors
Citadel Advisors
Florida
$150M
4
Millennium Management
Millennium Management
New York
$71.9M
5
TCAM
Turtle Creek Asset Management
Ontario, Canada
$151M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0
2
Morgan Stanley
Morgan Stanley
New York
$137M
3
Boston Partners
Boston Partners
Massachusetts
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$23.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRPS
351
Maryland State Retirement & Pension System
Maryland
$573K – – –
IA
352
IFP Advisors
Florida
$566K -$521 -15 -0.1%
PWM
353
Power Wealth Management
Georgia
$553K +$318K +9,155 +135%
Schroder Investment Management Group
354
Schroder Investment Management Group
United Kingdom
$552K +$318K +9,165 +136%
PA
355
Pinnacle Associates
New York
$548K -$653K -18,797 -54%
DADC
356
D.A. Davidson & Co
Montana
$547K -$999K -28,758 -65%
AOWM
357
Alpha Omega Wealth Management
Virginia
$545K +$260K +7,472 +91%
M&T Bank
358
M&T Bank
New York
$526K -$152K -4,373 -22%
MWM
359
Moran Wealth Management
Florida
$525K -$75.7K -2,179 -13%
IC
360
IEQ Capital
California
$522K +$194K +5,581 +59%
JCA
361
Jade Capital Advisors
New Jersey
$521K +$521K +15,000 New
HIMCH
362
Hartford Investment Management Co (HIMCO)
Connecticut
$516K -$35.9K -1,033 -7%
UA
363
Unison Advisors
District of Columbia
$514K +$1.56K +45 +0.3%
Wealthfront Advisers
364
Wealthfront Advisers
California
$514K -$1.42M -40,900 -73%
TRCT
365
Tower Research Capital (TRC)
New York
$513K -$1.02M -29,433 -67%
WC
366
Waterloo Capital
Texas
$509K -$54.5K -1,568 -10%
SPA
367
Sherbrooke Park Advisers
New York
$508K +$508K +14,611 New
PCS
368
Personal CFO Solutions
New Jersey
$494K +$18.2K +523 +4%
CL
369
CSS LLC
Illinois
$486K +$104K +3,000 +27%
ASN
370
Advisory Services Network
Georgia
$486K -$335K -9,654 -41%
MPAM
371
Murphy Pohlad Asset Management
Minnesota
$486K -$34.9K -1,005 -7%
TAM
372
Trillium Asset Management
Massachusetts
$479K +$9.83K +283 +2%
SAM
373
Securian Asset Management
Minnesota
$470K -$45.1K -1,298 -9%
MCM
374
MAI Capital Management
Ohio
$468K +$82.6K +2,379 +21%
PAM
375
Panagora Asset Management
Massachusetts
$467K -$59.2K -1,705 -11%
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