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BorgWarner
BWA

655 hedge funds and large institutions have $7.75B invested in BorgWarner in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 220 increasing their positions, 283 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $49.8M | Put options by funds: $41.3M

1.14% more ownership

Funds ownership: 95.97% → 97.11% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4% less capital invested

Capital invested by funds: $8.08B → $7.75B (-$330M)

3% less funds holding

Funds holding: 677 → 655 (-22)

18% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 98

22% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 283

Holders
655
Holders Change
-22
Holders Change %
-3.25%
% of All Funds
9.44%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
80
Increased
220
Reduced
283
Closed
98
Calls
$49.8M
Puts
$41.3M
Net Calls
+$8.49M
Net Calls Change
-$40.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$123M
2
Victory Capital Management
Victory Capital Management
Texas
+$112M
3
Citadel Advisors
Citadel Advisors
Florida
+$107M
4
Millennium Management
Millennium Management
New York
+$47.4M
5
TCAM
Turtle Creek Asset Management
Ontario, Canada
+$38M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$208M
2
Morgan Stanley
Morgan Stanley
New York
-$133M
3
Boston Partners
Boston Partners
Massachusetts
-$83.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$55.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nordea Investment Management
26
Nordea Investment Management
Sweden
$66.2M +$2.01M +61,300 +3%
SEI Investments
27
SEI Investments
Pennsylvania
$65.8M +$1.39M +42,359 +2%
Legal & General Group
28
Legal & General Group
United Kingdom
$60.6M +$327K +10,012 +0.6%
Ninety One (UK)
29
Ninety One (UK)
United Kingdom
$59.4M +$1.71M +52,424 +3%
FCM
30
Frontier Capital Management
Massachusetts
$49.6M +$558K +17,063 +1%
Amundi
31
Amundi
France
$48.2M -$12.1M -368,892 -21%
UBS AM
32
UBS AM
Illinois
$48M -$313K -9,563 -0.7%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$47M +$4.11M +125,727 +10%
EWM
34
Evercore Wealth Management
New York
$44.5M +$219K +6,703 +0.5%
6CM
35
683 Capital Management
New York
$44.3M -$2.84M -86,700 -6%
Mawer Investment Management
36
Mawer Investment Management
Alberta, Canada
$41M +$7.02M +214,525 +22%
Goldman Sachs
37
Goldman Sachs
New York
$39.7M -$2.33M -71,153 -6%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$37.9M +$35.7M +1,091,203 New
AI
39
Ariel Investments
Illinois
$34.8M -$5.76M -176,211 -15%
SAM
40
Storebrand Asset Management
Norway
$32.3M -$1.57M -48,122 -5%
Deutsche Bank
41
Deutsche Bank
Germany
$32.3M +$2.93M +89,509 +11%
GLA
42
Great Lakes Advisors
Illinois
$30.1M -$8.23M -251,654 -23%
Artisan Partners
43
Artisan Partners
Wisconsin
$29.3M -$872K -26,668 -3%
Barclays
44
Barclays
United Kingdom
$26.7M -$20.9M -640,474 -45%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$26.3M +$2.46M +75,071 +11%
Axa
46
Axa
France
$26.3M +$14.7M +449,504 +146%
TAM
47
Todd Asset Management
Kentucky
$26.1M -$1.51M -46,273 -6%
JP Morgan Chase
48
JP Morgan Chase
New York
$25.8M -$7.37M -225,366 -23%
Swiss National Bank
49
Swiss National Bank
Switzerland
$24.5M -$1.02M -31,100 -4%
Retirement Systems of Alabama
50
Retirement Systems of Alabama
Alabama
$24.3M -$35.5K -1,086 -0.2%
1
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BWA Hedge Fund Activity: Q1 2024 in Review

655 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q1 2024, worth a combined $7.75B — down 4.1% from $8.08B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of BWA and 80 opened new positions — a net loss of 18 holders — while 283 trimmed existing stakes and 220 added.

The largest buyer was AllianceBernstein, adding an estimated $123M. The largest seller was Diamond Hill Capital Management, exiting entirely with an estimated $208M sold.

  • 655 institutional investors held BorgWarner (BWA) as of Q1 2024, down from 677 in Q4 2023.
  • Funds reported $7.75B of BorgWarner stock for Q1 2024, down 4.1% quarter-over-quarter.
  • 80 funds opened new BorgWarner positions in Q1 2024 and 98 closed out, a net change of -18 holders.
  • The largest BorgWarner buyer in Q1 2024 was AllianceBernstein, an estimated $123M added.
  • The largest BorgWarner seller in Q1 2024 was Diamond Hill Capital Management, an estimated $208M sold.

Based on aggregated 13F filings for Q1 2024.