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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
+$105M
2
UBS AM
UBS AM
Illinois
+$58.9M
3
CVA
Ceredex Value Advisors
Florida
+$38.6M
4
Holocene Advisors
Holocene Advisors
New York
+$30.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$27.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$65.1M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$63.9M
3
Victory Capital Management
Victory Capital Management
Texas
-$59.3M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$54M
5
Harris Associates
Harris Associates
Illinois
-$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
451
Syntax Advisors
New York
$391K -$75.7K -1,752 -16%
VCG
452
Vantage Consulting Group
Virginia
$391K -$75.7K -1,752 -16%
PFS
453
Prospera Financial Services
Texas
$390K +$10.1K +234 +3%
MCM
454
Mengis Capital Management
Oregon
$381K – – –
KI
455
Kula Investments
Illinois
$376K +$64.6K +1,495 +21%
HS
456
Horan Securities
United States
$374K +$8.95K +207 +2%
PFO
457
Pathstone Family Office
New Jersey
$370K -$856K -19,799 -70%
NMIMC
458
Northwestern Mutual Investment Management Company
Wisconsin
$361K +$994 +23 +0.3%
ISL
459
Ingalls & Snyder LLC
New York
$361K -$29.7K -688 -8%
SW
460
SVB Wealth
Massachusetts
$361K +$61.2K +1,415 +20%
V
461
Veritable
Delaware
$360K +$9.81K +227 +3%
MGP
462
Metis Global Partners
California
$359K +$359K +8,294 New
RWB
463
RMR Wealth Builders
New Jersey
$355K – – –
AT
464
American Trust
Kentucky
$354K -$6.01K -139 -2%
PI
465
PFG Investments
New York
$353K +$353K +8,164 New
FA
466
Fortis Advisors
Pennsylvania
$351K – – –
AOWM
467
Alpha Omega Wealth Management
Virginia
$350K -$5.23K -121 -1%
RWPA
468
Richard W. Paul & Associates
Michigan
$348K +$348K +8,059 New
FTDI
469
First Trust Direct Indexing
Massachusetts
$344K +$33.9K +784 +11%
PP
470
Prudential plc
United Kingdom
$340K -$393K -9,086 -54%
CCM
471
Coldstream Capital Management
Washington
$338K +$28.2K +653 +9%
HEIP
472
Hudson Edge Investment Partners
New Jersey
$333K -$24.1K -557 -7%
MCC
473
Malaga Cove Capital
California
$331K – – –
NP
474
Nilsine Partners
Colorado
$328K +$328K +7,595 New
BIA
475
Barry Investment Advisors
Massachusetts
$328K -$40.9K -945 -11%
17 18
19
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