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BorgWarner
BWA

Overview Fund Activity

651 hedge funds and large institutions have $7.72B invested in BorgWarner in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 219 increasing their positions, 281 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-23
Holders Change %
-3.41%
% 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
79
Increased
219
Reduced
281
Closed
98
Calls
$49.8M
Puts
$41.3M
Net Calls
+$8.49M
Net Calls Change
-$40.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$169M
2
Victory Capital Management
Victory Capital Management
Texas
$455M
3
Citadel Advisors
Citadel Advisors
Florida
$150M
4
Millennium Management
Millennium Management
New York
$71.9M
5
TCAM
Turtle Creek Asset Management
Ontario, Canada
$151M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0
2
Morgan Stanley
Morgan Stanley
New York
$137M
3
Boston Partners
Boston Partners
Massachusetts
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$23.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
476
Westhampton Capital
North Carolina
$222K – – –
RIM
477
Rakuten Investment Management
Japan
$216K +$196K +5,642 +969%
SPC
478
Spirepoint Private Client
Florida
$216K +$216K +6,208 New
CC
479
Corton Capital
Ontario, Canada
$214K +$214K +6,149 New
CCM
480
Coldstream Capital Management
Washington
$214K +$16.7K +480 +8%
GT
481
Greenleaf Trust
Michigan
$213K +$213K +6,137 New
ERIC
482
Eagle Rock Investment Company
Georgia
$208K – – –
Teacher Retirement System of Texas
483
Teacher Retirement System of Texas
Texas
$208K -$167K -4,797 -45%
Lido Advisors
484
Lido Advisors
California
$206K -$1.53K -44 -0.7%
SFI
485
Siemens Fonds Invest
Germany
$201K – – –
GSB
486
Greenfield Savings Bank
Massachusetts
$201K +$201K +5,773 New
DWS
487
Dynamic Wealth Strategies
California
$197K +$30.7K +884 +18%
BTI
488
Blue Trust Inc
Georgia
$195K +$48.5K +1,395 +33%
CM
489
Castleark Management
Illinois
$194K – – –
VI
490
Vestcor Inc
New Brunswick, Canada
$190K -$2.64K -76 -1%
SAM
491
Shell Asset Management
Netherlands
$173K -$284K -8,816 -62%
CAL
492
Capital Analysts LLC
Pennsylvania
$168K +$11.4K +328 +7%
OC
493
Oakworth Capital
Alabama
$167K – – –
WI
494
Wahed Invest
New York
$158K +$19.7K +568 +14%
CI Investments Inc
495
CI Investments Inc
Ontario, Canada
$157K +$42.5K +1,224 +37%
FHA
496
First Horizon Advisors
Tennessee
$154K -$6.08K -175 -4%
HI
497
Horizon Investments
North Carolina
$152K +$18.7K +538 +14%
Capstone Investment Advisors
498
Capstone Investment Advisors
New York
$152K +$152K +4,366 New
SWS
499
SYSTM Wealth Solutions
Illinois
$151K -$53.6K -1,543 -26%
TC
500
Truvestments Capital
Florida
$150K -$207K -5,971 -58%
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