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BorgWarner
BWA

649 hedge funds and large institutions have $8.41B invested in BorgWarner in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 235 increasing their positions, 212 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 64

52% more call options, than puts

Call options by funds: $38.9M | Put options by funds: $25.6M

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

24% more capital invested

Capital invested by funds: $6.8B → $8.41B (+$1.61B)

11% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 212

8% more funds holding

Funds holding: 601 → 649 (+48)

1.51% more ownership

Funds ownership: 104.14% → 105.65% (+1.5%)

Holders
649
Holders Change
+48
Holders Change %
+7.99%
% of All Funds
10.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
120
Increased
235
Reduced
212
Closed
64
Calls
$38.9M
Puts
$25.6M
Net Calls
+$13.3M
Net Calls Change
-$865K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$48.6M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$28.8M
3
BlackRock
BlackRock
New York
+$27.3M
4
Prudential Financial
Prudential Financial
New Jersey
+$26.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$21.9M

Top Sellers

1
BCIM
Black Creek Investment Management
Ontario, Canada
-$70.4M
2
KP
Kiltearn Partners
United Kingdom
-$49.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$38.6M
4
UBS AM
UBS AM
Illinois
-$34.3M
5
American Century Companies
American Century Companies
Missouri
-$23.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
501
NewEdge Advisors
Louisiana
$131K +$146K +4,295 New
MCC
502
Money Concepts Capital
Florida
$124K -$13.4K -393 -10%
PA
503
Parallel Advisors
California
$123K -$14.6K -428 -11%
WI
504
Wahed Invest
New York
$120K +$11.9K +350 +11%
CTC
505
Central Trust Company
Missouri
$117K -$85.6K -2,517 -43%
CFGS
506
Concourse Financial Group Securities
Alabama
$114K +$578 +17 +0.5%
GC
507
Globeflex Capital
California
$109K +$104K +3,067 New
AIM
508
Anchor Investment Management
South Carolina
$101K -$13.5K -398 -12%
CMBA
509
C.M. Bidwell & Associates
Hawaii
$96.8K – – –
QCG
510
Quadrant Capital Group
Ohio
$88.2K +$46.6K +1,369 +122%
DCM
511
Dupont Capital Management
Delaware
$86.7K -$59.5K -1,748 -42%
BFEC
512
Benjamin F. Edwards & Company
Missouri
$84K – – –
OIA
513
Optimum Investment Advisors
Illinois
$79.9K +$34 +1 +0%
MA
514
Montag & Associates
Georgia
$79.3K +$2.69K +79 +4%
FCA
515
FinTrust Capital Advisors
South Carolina
$79.1K +$47.8K +1,406 +170%
ECM
516
Estabrook Capital Management
New York
$78.1K -$68 -2 -0.1%
ECG
517
Edge Capital Group
Georgia
$76.2K +$73.1K +2,150 New
MHR
518
Matthew Hamilton Rosenberg
$72.5K – – –
C
519
Covestor
United Kingdom
$69K +$2.18K +64 +3%
WT
520
Whittier Trust
California
$62.2K – – –
Rockefeller Capital Management
521
Rockefeller Capital Management
New York
$62K -$442 -13 -0.7%
SIM
522
Sentry Investment Management
Wisconsin
$61K – – –
MIHAS
523
Maj Invest Holding A/S
Denmark
$61K +$58.2K +1,712 New
GRP
524
Global Retirement Partners
California
$58.1K +$8.03K +236 +17%
HPC
525
HM Payson & Co
Maine
$57.7K +$1.16K +34 +2%
19 20
21
22 23

BWA Hedge Fund Activity: Q4 2022 in Review

649 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2022, worth a combined $8.41B — up 24% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new BWA positions and 64 closed out — a net gain of 56 holders — while 235 added to existing stakes and 212 trimmed.

The largest buyer was Norges Bank, adding an estimated $48.6M. The largest seller was Black Creek Investment Management, cutting an estimated $70.4M.

  • 649 institutional investors held BorgWarner (BWA) as of Q4 2022, up from 601 in Q3 2022.
  • Funds reported $8.41B of BorgWarner stock for Q4 2022, up 24% quarter-over-quarter.
  • 120 funds opened new BorgWarner positions in Q4 2022 and 64 closed out, a net change of +56 holders.
  • The largest BorgWarner buyer in Q4 2022 was Norges Bank, an estimated $48.6M added.
  • The largest BorgWarner seller in Q4 2022 was Black Creek Investment Management, an estimated $70.4M sold.

Based on aggregated 13F filings for Q4 2022.