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BorgWarner

612 hedge funds and large institutions have $7.28B invested in BorgWarner in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 230 increasing their positions, 225 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $42.4M | Put options by funds: $30.2M

15% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 66

2% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 225

0% more funds holding

Funds holding: 612612 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.89% less ownership

Funds ownership: 104.81%103.93% (-0.89%)

14% less capital invested

Capital invested by funds: $8.42B → $7.28B (-$1.14B)

Holders
612
Holders Change
Holders Change %
0%
% of All Funds
10.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
76
Increased
230
Reduced
225
Closed
66
Calls
$42.4M
Puts
$30.2M
Net Calls
+$12.2M
Net Calls Change
+$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$65.8M +$1.33M +40,258 +2%
Legal & General Group
27
Legal & General Group
United Kingdom
$64.3M -$5.1M -154,845 -7%
AI
28
Ariel Investments
Illinois
$62.9M +$4.17M +126,727 +6%
Artisan Partners
29
Artisan Partners
Wisconsin
$60.8M -$1.66M -50,472 -2%
Newport Trust Company
30
Newport Trust Company
District of Columbia
$59.6M +$66.8M +2,029,240 New
Ninety One (UK)
31
Ninety One (UK)
United Kingdom
$50.7M -$2.59M -78,590 -4%
KP
32
Kiltearn Partners
United Kingdom
$49.5M -$1.54M -46,780 -3%
ATO
33
Alecta Tjanstepension Omsesidigt
Sweden
$49.4M
SEI Investments
34
SEI Investments
Pennsylvania
$43.1M -$12.6M -381,799 -21%
EWM
35
Evercore Wealth Management
New York
$42M -$3.22M -97,808 -6%
CVA
36
Ceredex Value Advisors
Florida
$41.7M +$17.1M +519,829 +58%
Deutsche Bank
37
Deutsche Bank
Germany
$38.3M -$1.76M -53,399 -4%
UBS AM
38
UBS AM
Illinois
$37M -$1.91M -57,966 -4%
Swiss National Bank
39
Swiss National Bank
Switzerland
$34.7M
GT
40
Glenmede Trust
Pennsylvania
$30.6M -$453K -13,748 -1%
Ameriprise
41
Ameriprise
Minnesota
$30.1M -$704K -21,372 -2%
SIM
42
Sprucegrove Investment Management
Ontario, Canada
$29.9M -$23.7M -718,180 -41%
DRZID
43
DePrince Race & Zollo Inc (DRZ)
Florida
$29.4M +$11.6M +353,219 +55%
SAM
44
Storebrand Asset Management
Norway
$28.5M +$312K +9,460 +1%
Goldman Sachs
45
Goldman Sachs
New York
$28.3M -$5.88M -178,603 -16%
FCM
46
Frontier Capital Management
Massachusetts
$26.1M -$2.34M -70,906 -7%
AllianceBernstein
47
AllianceBernstein
Tennessee
$25.8M -$11.8M -358,980 -29%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$25.4M -$2.47M -74,978 -8%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$24.7M +$1.57M +47,801 +6%
MPMG
50
Minneapolis Portfolio Management Group
Minnesota
$24.1M -$6.6M -200,450 -20%

BWA Hedge Fund Activity: Q2 2022 in Review

612 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q2 2022, worth a combined $7.28B — down 14% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BWA positions and 66 closed out — a net gain of 10 holders — while 230 added to existing stakes and 225 trimmed.

The largest buyer was Newport Trust Company, opening a new position worth an estimated $66.8M. The largest seller was BlackRock, cutting an estimated $64.2M.

  • 612 institutional investors held BorgWarner (BWA) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $7.28B of BorgWarner stock for Q2 2022, down 14% quarter-over-quarter.
  • 76 funds opened new BorgWarner positions in Q2 2022 and 66 closed out, a net change of +10 holders.
  • The largest BorgWarner buyer in Q2 2022 was Newport Trust Company, an estimated $66.8M added.
  • The largest BorgWarner seller in Q2 2022 was BlackRock, an estimated $64.2M sold.

Based on aggregated 13F filings for Q2 2022.