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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 %
JFG
401
Jefferies Financial Group
New York
$661K -$828K -19,234 -56%
ECM
402
Everence Capital Management
Indiana
$659K – – –
HWM
403
HB Wealth Management
Georgia
$640K +$13.1K +305 +2%
QI
404
Qtron Investments
Massachusetts
$624K -$57.6K -1,338 -8%
JCIA
405
Jackson Creek Investment Advisors
Colorado
$623K -$70.7K -1,641 -10%
VFA
406
Valeo Financial Advisors
Indiana
$617K +$8.87K +206 +1%
EOJOAM
407
E. Ohman J:or Asset Management
Sweden
$616K – – –
BBA
408
Baader Bank Aktiengesellschaft
Germany
$600K +$600K +13,927 New
LCM
409
Logan Capital Management
Pennsylvania
$591K -$1.22M -28,365 -67%
MCC
410
Malaga Cove Capital
California
$582K +$252K +5,863 +77%
BWM
411
Buckley Wealth Management
Nevada
$577K +$346K +8,025 +149%
FHB
412
First Hawaiian Bank
Hawaii
$576K +$576K +13,368 New
TNBTD
413
Trustmark National Bank Trust Department
Mississippi
$565K – – –
BRWA
414
B. Riley Wealth Advisors
Florida
$564K +$293K +6,797 +108%
BC
415
Burney Company
Virginia
$561K +$24.5K +568 +5%
MPAM
416
Murphy Pohlad Asset Management
Minnesota
$557K +$108K +2,499 +24%
NMERB
417
New Mexico Educational Retirement Board
New Mexico
$555K +$24.4K +568 +5%
ESCM
418
Echo Street Capital Management
New York
$550K +$337K +7,819 +158%
SDIC
419
South Dakota Investment Council
South Dakota
$550K – – –
MGIA
420
Moneta Group Investment Advisors
Missouri
$543K +$543K +14,340 New
Vontobel Holding
421
Vontobel Holding
Switzerland
$531K -$116K -2,698 -18%
RFC
422
Regions Financial Corp
Alabama
$528K +$528K +12,260 New
FIM
423
Freedom Investment Management
Connecticut
$528K -$92.4K -2,147 -15%
TCM
424
Teza Capital Management
Illinois
$517K +$517K +12,009 New
EP
425
Edgestream Partners
New Jersey
$516K +$516K +11,994 New
15 16
17
18 19