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BorgWarner
BWA

649 hedge funds and large institutions have $8.41B invested in BorgWarner in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 235 increasing their positions, 212 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 64

52% more call options, than puts

Call options by funds: $38.9M | Put options by funds: $25.6M

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

24% more capital invested

Capital invested by funds: $6.8B → $8.41B (+$1.61B)

11% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 212

8% more funds holding

Funds holding: 601 → 649 (+48)

1.51% more ownership

Funds ownership: 104.14% → 105.65% (+1.5%)

Holders
649
Holders Change
+48
Holders Change %
+7.99%
% of All Funds
10.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
120
Increased
235
Reduced
212
Closed
64
Calls
$38.9M
Puts
$25.6M
Net Calls
+$13.3M
Net Calls Change
-$865K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$48.6M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$28.8M
3
BlackRock
BlackRock
New York
+$27.3M
4
Prudential Financial
Prudential Financial
New Jersey
+$26.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$21.9M

Top Sellers

1
BCIM
Black Creek Investment Management
Ontario, Canada
-$70.4M
2
KP
Kiltearn Partners
United Kingdom
-$49.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$38.6M
4
UBS AM
UBS AM
Illinois
-$34.3M
5
American Century Companies
American Century Companies
Missouri
-$23.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
26
Ariel Investments
Illinois
$67.8M -$5.6M -164,656 -8%
Newport Trust Company
27
Newport Trust Company
District of Columbia
$65.3M -$3.65M -107,372 -6%
SEI Investments
28
SEI Investments
Pennsylvania
$57.5M -$1M -29,435 -2%
Artisan Partners
29
Artisan Partners
Wisconsin
$55.6M -$12.5M -368,720 -19%
EWM
30
Evercore Wealth Management
New York
$52M +$1.22M +35,844 +3%
Ninety One (UK)
31
Ninety One (UK)
United Kingdom
$46.1M -$9.92M -291,537 -18%
AllianceBernstein
32
AllianceBernstein
Tennessee
$46.1M -$4.37M -128,626 -9%
Deutsche Bank
33
Deutsche Bank
Germany
$43.4M -$196K -5,776 -0.5%
Swiss National Bank
34
Swiss National Bank
Switzerland
$38.7M -$2.86M -84,018 -7%
Millennium Management
35
Millennium Management
New York
$38.4M -$10.3M -301,851 -22%
Goldman Sachs
36
Goldman Sachs
New York
$36.5M +$4.87M +143,068 +16%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$36.2M +$28.8M +845,898 +479%
Ameriprise
38
Ameriprise
Minnesota
$35M +$277K +8,137 +0.8%
SAM
39
Storebrand Asset Management
Norway
$33.5M -$256K -7,537 -0.8%
CVA
40
Ceredex Value Advisors
Florida
$32.6M -$1.06M -31,162 -3%
DRZID
41
DePrince Race & Zollo Inc (DRZ)
Florida
$31.7M -$7.22M -212,309 -19%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$30.3M -$329K -9,666 -1%
Wells Fargo
43
Wells Fargo
California
$29.8M +$954K +28,059 +3%
APG Asset Management
44
APG Asset Management
Netherlands
$29.3M +$1.26M +37,095 +5%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$27.6M -$1.03M -30,394 -4%
Axa
46
Axa
France
$26.7M +$10.7M +315,243 +72%
Barclays
47
Barclays
United Kingdom
$25.8M +$3.9M +114,537 +19%
CS
48
Credit Suisse
Switzerland
$24.4M +$1.6M +46,994 +7%
N
49
Nuveen
North Carolina
$24.2M +$246K +7,235 +1%
Retirement Systems of Alabama
50
Retirement Systems of Alabama
Alabama
$23.5M -$141K -4,148 -0.6%
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BWA Hedge Fund Activity: Q4 2022 in Review

649 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2022, worth a combined $8.41B — up 24% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new BWA positions and 64 closed out — a net gain of 56 holders — while 235 added to existing stakes and 212 trimmed.

The largest buyer was Norges Bank, adding an estimated $48.6M. The largest seller was Black Creek Investment Management, cutting an estimated $70.4M.

  • 649 institutional investors held BorgWarner (BWA) as of Q4 2022, up from 601 in Q3 2022.
  • Funds reported $8.41B of BorgWarner stock for Q4 2022, up 24% quarter-over-quarter.
  • 120 funds opened new BorgWarner positions in Q4 2022 and 64 closed out, a net change of +56 holders.
  • The largest BorgWarner buyer in Q4 2022 was Norges Bank, an estimated $48.6M added.
  • The largest BorgWarner seller in Q4 2022 was Black Creek Investment Management, an estimated $70.4M sold.

Based on aggregated 13F filings for Q4 2022.