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BorgWarner
BWA

Overview Fund Activity

705 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, 259 increasing their positions, 223 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+58
Holders Change %
+8.96%
% of All Funds
11.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
126
Increased
259
Reduced
223
Closed
62
Calls
$32.9M
Puts
$23.3M
Net Calls
+$9.56M
Net Calls Change
-$3.77M

Top Buyers

1
Millennium Management
Millennium Management
New York
$152M
2
UBS AM
UBS AM
Illinois
$58.9M
3
CVA
Ceredex Value Advisors
Florida
$78.4M
4
Holocene Advisors
Holocene Advisors
New York
$30.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$60.3M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$241M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$266M
3
Victory Capital Management
Victory Capital Management
Texas
$435M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$106M
5
Harris Associates
Harris Associates
Illinois
$519M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
426
Wealthspire Advisors (New York)
New York
$464K -$46.8K -1,083 -9%
SG Americas Securities
427
SG Americas Securities
New York
$460K -$98.2K -2,271 -18%
LOAMU
428
Lombard Odier Asset Management (USA)
New York
$458K +$458K +10,591 New
GVAG
429
Great Valley Advisor Group
Delaware
$457K +$6.87K +159 +2%
FCT
430
First Community Trust
Iowa
$454K – – –
MPAM
431
Murphy Pohlad Asset Management
Minnesota
$452K – – –
CIM
432
Contravisory Investment Management
Massachusetts
$449K +$449K +10,381 New
BF
433
BOK Financial
Oklahoma
$436K -$868K -20,082 -67%
LHC
434
Little House Capital
Massachusetts
$434K +$434K +10,038 New
RIL
435
Rothschild Investment LLC
Illinois
$432K -$39.3K -909 -8%
IC
436
IEQ Capital
California
$423K +$177K +4,084 +72%
QIM
437
Quantitative Investment Management
Virginia
$423K -$212K -4,911 -33%
HIM
438
Hillsdale Investment Management
Ontario, Canada
$423K +$423K +9,781 New
NAM
439
NorthCrest Asset Manangement
Minnesota
$420K +$7.31K +169 +2%
BAAM
440
Baker Avenue Asset Management
California
$419K -$97.8K -2,262 -19%
BL
441
Balentine LLC
Georgia
$419K +$25.9K +600 +7%
RJT
442
Raymond James Trust
Florida
$417K -$22.4K -517 -5%
MIA
443
MainStreet Investment Advisors
Illinois
$415K +$6.53K +151 +2%
KA
444
Kovack Advisors
Florida
$410K +$13.9K +321 +3%
KRSITF
445
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$409K -$7.65K -177 -2%
VIM
446
Vinva Investment Management
Australia
$400K +$400K +9,433 New
SC
447
Savant Capital
Illinois
$395K +$107K +2,474 +37%
WJWM
448
Williams Jones Wealth Management
New York
$394K – – –
MPWT
449
MassMutual Private Wealth & Trust
Connecticut
$393K +$21.1K +489 +6%
GIA
450
Guyasuta Investment Advisors
Pennsylvania
$393K – – –
16 17
18
19 20