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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 %
LSERS
376
Louisiana State Employees Retirement System
Louisiana
$466K -$27.8K -800 -6%
Rockefeller Capital Management
377
Rockefeller Capital Management
New York
$461K +$461K +13,275 New
1WA
378
180 Wealth Advisors
Washington
$451K -$58K -1,669 -11%
Cambridge Investment Research Advisors
379
Cambridge Investment Research Advisors
Iowa
$445K -$117K -3,357 -21%
JFGIW
380
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$444K +$76.2K +2,193 +21%
Mackenzie Financial
381
Mackenzie Financial
Ontario, Canada
$443K -$15.7K -453 -3%
II
382
Inspire Investing
Idaho
$443K +$12.5K +359 +3%
Allianz Asset Management
383
Allianz Asset Management
Germany
$440K -$197K -5,661 -31%
AWA
384
Arkadios Wealth Advisors
Georgia
$440K +$94.5K +2,721 +27%
CFM
385
Catalyst Funds Management
Australia
$438K +$438K +12,600 New
William Blair Investment Management
386
William Blair Investment Management
Illinois
$428K +$16.3K +470 +4%
LCM
387
Logan Capital Management
Pennsylvania
$420K – – –
JIC
388
Johnson Investment Counsel
Ohio
$417K -$120K -3,459 -22%
TW
389
TritonPoint Wealth
Maryland
$414K +$4.96K +140 +1%
NMERB
390
New Mexico Educational Retirement Board
New Mexico
$412K -$10.4K -300 -2%
RWM
391
Ritholtz Wealth Management
New York
$409K -$636K -18,310 -61%
Allspring Global Investments
392
Allspring Global Investments
North Carolina
$407K -$357K -10,279 -47%
AIM
393
Aigen Investment Management
New York
$404K -$262K -7,552 -39%
PMA
394
Prudent Man Advisors
Illinois
$399K -$39.6K -1,140 -9%
MFS
395
Mirabella Financial Services
United Kingdom
$397K +$397K +11,429 New
Lazard Asset Management
396
Lazard Asset Management
New York
$393K -$6.64K -192 -2%
KAS
397
Kestra Advisory Services
Texas
$390K -$89K -2,563 -19%
DI
398
Diligent Investors
California
$387K -$41.7K -1,200 -10%
VCG
399
Vantage Consulting Group
Virginia
$386K +$15.7K +453 +4%
MGIA
400
Moneta Group Investment Advisors
Missouri
$381K +$3.37K +97 +0.9%
14 15
16
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