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BorgWarner
BWA

Overview Fund Activity

726 hedge funds and large institutions have $10.8B invested in BorgWarner in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 283 increasing their positions, 246 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+21
Holders Change %
+2.98%
% of All Funds
11.45%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
99
Increased
283
Reduced
246
Closed
76
Calls
$24.3M
Puts
$21.6M
Net Calls
+$2.72M
Net Calls Change
-$6.84M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$161M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$131M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$83.1M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$75.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$75.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24.9M
2
CVA
Ceredex Value Advisors
Florida
$0
3
Newport Trust Company
Newport Trust Company
District of Columbia
$0
4
American Century Companies
American Century Companies
Missouri
$173M
5
Citadel Advisors
Citadel Advisors
Florida
$389K
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
476
Empirical Finance
Pennsylvania
$357K +$40.9K +949 +13%
AOWM
477
Alpha Omega Wealth Management
Virginia
$356K +$7.23K +168 +2%
RWB
478
RMR Wealth Builders
New Jersey
$354K – – –
FA
479
Fortis Advisors
Pennsylvania
$350K – – –
IPW
480
Impact Partnership Wealth
Georgia
$349K +$349K +8,108 New
PFS
481
Prospera Financial Services
Texas
$347K -$42K -975 -11%
MGP
482
Metis Global Partners
California
$344K -$13K -301 -4%
WB
483
WesBanco Bank
West Virginia
$343K -$160K -3,724 -32%
TMAM
484
Tokio Marine Asset Management
Japan
$342K +$45.6K +1,060 +15%
CCM
485
Coldstream Capital Management
Washington
$339K +$2.54K +59 +0.8%
VIM
486
Vinva Investment Management
Australia
$337K -$62.9K -1,483 -16%
Carson Wealth (CWM LLC)
487
Carson Wealth (CWM LLC)
Nebraska
$335K +$20.4K +474 +6%
AT
488
American Trust
Kentucky
$333K -$20.2K -468 -6%
Brown Advisory
489
Brown Advisory
Maryland
$327K +$327K +7,595 New
NP
490
Nilsine Partners
Colorado
$327K -$43 -1 -0%
ACA
491
Atlas Capital Advisors
Wyoming
$319K – – –
GIA
492
Gateway Investment Advisers
Ohio
$318K -$1.12K -26 -0.4%
FFM
493
Forum Financial Management
Illinois
$315K +$1.25K +29 +0.4%
GT
494
Greenleaf Trust
Michigan
$314K +$4.65K +108 +2%
WC
495
Westhampton Capital
North Carolina
$313K – – –
ISL
496
Ingalls & Snyder LLC
New York
$311K -$48.9K -1,136 -14%
SWS
497
SYSTM Wealth Solutions
Illinois
$311K +$38.5K +894 +14%
TPCW
498
TD Private Client Wealth
New York
$307K +$240K +5,577 +358%
FTDI
499
First Trust Direct Indexing
Massachusetts
$306K -$36.8K -855 -11%
RFN
500
Redwood Financial Network
Ohio
$306K +$62.5K +1,452 +26%
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