BorgWarner
707 hedge funds and large institutions have $10.7B invested in BorgWarner in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 260 increasing their positions, 224 reducing their positions, and 62 closing their positions.
103% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 62
41% more call options, than puts
Call options by funds: $32.9M | Put options by funds: $23.3M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
28% more capital invested
Capital invested by funds: $8.41B → $10.7B (+$2.33B)
16% more repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 224
9% more funds holding
Funds holding: 649 → 707 (+58)
1.71% more ownership
Funds ownership: 105.65% → 107.37% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$127M |
| 2 |
Millennium Management
New York
|
+$101M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$56.4M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$37M |
| 5 |
Holocene Advisors
New York
|
+$29.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$62.4M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$61.2M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$56.8M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$51.7M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$48.3M |
BWA Hedge Fund Activity: Q1 2023 in Review
707 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q1 2023, worth a combined $10.7B — up 28% from $8.41B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new BWA positions and 62 closed out — a net gain of 64 holders — while 260 added to existing stakes and 224 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $127M. The largest seller was American Century Companies, cutting an estimated $62.4M.
- 707 institutional investors held BorgWarner (BWA) as of Q1 2023, up from 649 in Q4 2022.
- Funds reported $10.7B of BorgWarner stock for Q1 2023, up 28% quarter-over-quarter.
- 126 funds opened new BorgWarner positions in Q1 2023 and 62 closed out, a net change of +64 holders.
- The largest BorgWarner buyer in Q1 2023 was Envestnet Asset Management, an estimated $127M added.
- The largest BorgWarner seller in Q1 2023 was American Century Companies, an estimated $62.4M sold.
Based on aggregated 13F filings for Q1 2023.