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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 %
SOW
476
State of Wyoming
Wyoming
$324K -$73.9K -1,709 -19%
WA
477
Wealth Alliance
New York
$321K +$321K +7,428 New
PAG
478
Private Advisor Group
New Jersey
$320K -$408K -9,432 -56%
ACA
479
Atlas Capital Advisors
Wyoming
$320K +$320K +7,411 New
GIA
480
Gateway Investment Advisers
Ohio
$320K -$5.49K -127 -2%
IAA
481
Independent Advisor Alliance
North Carolina
$318K +$318K +7,359 New
EF
482
Empirical Finance
Pennsylvania
$317K +$14.7K +341 +5%
Carson Wealth (CWM LLC)
483
Carson Wealth (CWM LLC)
Nebraska
$316K +$19.7K +455 +7%
FFM
484
Forum Financial Management
Illinois
$315K -$3.5K -81 -1%
BPA
485
Beacon Pointe Advisors
California
$315K +$315K +7,285 New
WC
486
Westhampton Capital
North Carolina
$314K – – –
GT
487
Greenleaf Trust
Michigan
$311K +$33.8K +782 +12%
SCM
488
Shelton Capital Management
Colorado
$305K +$305K +7,057 New
BTI
489
Blue Trust Inc
Georgia
$302K +$89.9K +2,540 +42%
TC
490
Truvestments Capital
Florida
$300K +$64.8K +1,498 +28%
TMAM
491
Tokio Marine Asset Management
Japan
$297K – – –
ERIC
492
Eagle Rock Investment Company
Georgia
$295K -$147K -3,408 -33%
MYAM
493
Meiji Yasuda Asset Management
Japan
$293K +$17.7K +409 +6%
NW
494
NewEdge Wealth
Pennsylvania
$289K +$41.9K +970 +17%
PVH
495
Psagot Value Holdings
Israel
$287K +$462 +11 +0.2%
ACM
496
Aquatic Capital Management
Illinois
$285K +$285K +6,589 New
WT
497
Whittier Trust
California
$278K +$202K +4,669 +266%
PTC
498
Petrus Trust Company
Texas
$277K -$413K -9,564 -60%
VI
499
Vestcor Inc
New Brunswick, Canada
$276K – – –
CIP
500
Convergence Investment Partners
Florida
$276K +$276K +6,373 New
18 19
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