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BorgWarner

635 hedge funds and large institutions have $7.14B invested in BorgWarner in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 222 increasing their positions, 244 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $40.2M

0.1% more ownership

Funds ownership: 97.11%97.21% (+0.1%)

9% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 244

3% less funds holding

Funds holding: 655635 (-20)

8% less capital invested

Capital invested by funds: $7.75B → $7.14B (-$613M)

11% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 103

Holders
635
Holders Change
-20
Holders Change %
-3.05%
% of All Funds
9.17%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
92
Increased
222
Reduced
244
Closed
103
Calls
$44.1M
Puts
$40.2M
Net Calls
+$3.92M
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Silvercrest Asset Management
New York
$63.1M -$1.63M -47,022 -2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$62.7M -$882K -25,486 -1%
Ninety One (UK)
28
Ninety One (UK)
United Kingdom
$52.8M -$2.5M -72,307 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
29
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$52M -$30M -867,453 -35%
FCM
30
Frontier Capital Management
Massachusetts
$49.7M +$3.94M +113,878 +8%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$45.6M +$22.6M +652,097 +86%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$44.8M +$1.25M +35,993 +3%
Goldman Sachs
33
Goldman Sachs
New York
$44.5M +$8.15M +235,290 +21%
EWM
34
Evercore Wealth Management
New York
$40.4M -$955K -27,594 -2%
Legal & General Group
35
Legal & General Group
United Kingdom
$40.4M -$17.1M -493,221 -28%
Mawer Investment Management
36
Mawer Investment Management
Alberta, Canada
$37.7M -$453K -13,085 -1%
Amundi
37
Amundi
France
$36.8M -$9.72M -280,696 -20%
6CM
38
683 Capital Management
New York
$35.5M -$6.06M -175,000 -14%
JP Morgan Chase
39
JP Morgan Chase
New York
$32.6M +$9.3M +268,563 +36%
UBS AM
40
UBS AM
Illinois
$31M -$14.6M -420,249 -30%
AI
41
Ariel Investments
Illinois
$29.9M -$2.65M -76,619 -8%
GLA
42
Great Lakes Advisors
Illinois
$28M +$98.4K +2,841 +0.3%
SAM
43
Storebrand Asset Management
Norway
$27.6M -$2.59M -74,809 -8%
Artisan Partners
44
Artisan Partners
Wisconsin
$27M -$205K -5,910 -0.7%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$26M +$4.14M +119,482 +17%
Axa
46
Axa
France
$25.7M +$1.4M +40,300 +5%
SSA
47
Schonfeld Strategic Advisors
New York
$25.6M +$25.4M +734,969 +1,277%
Jane Street
48
Jane Street
New York
$24.9M +$20.4M +587,989 +321%
TAM
49
Todd Asset Management
Kentucky
$24.1M -$142K -4,105 -0.5%
Retirement Systems of Alabama
50
Retirement Systems of Alabama
Alabama
$21.4M -$1.29M -37,116 -5%

BWA Hedge Fund Activity: Q2 2024 in Review

635 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q2 2024, worth a combined $7.14B — down 7.9% from $7.75B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of BWA and 92 opened new positions — a net loss of 11 holders — while 244 trimmed existing stakes and 222 added.

The largest buyer was Balyasny Asset Management, adding an estimated $127M. The largest seller was BlackRock, cutting an estimated $93.1M.

  • 635 institutional investors held BorgWarner (BWA) as of Q2 2024, down from 655 in Q1 2024.
  • Funds reported $7.14B of BorgWarner stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 92 funds opened new BorgWarner positions in Q2 2024 and 103 closed out, a net change of -11 holders.
  • The largest BorgWarner buyer in Q2 2024 was Balyasny Asset Management, an estimated $127M added.
  • The largest BorgWarner seller in Q2 2024 was BlackRock, an estimated $93.1M sold.

Based on aggregated 13F filings for Q2 2024.