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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 %
JWCA
501
J.W. Coons Advisors
Ohio
$275K – – –
BIAS
502
Beacon Investment Advisory Services
New Jersey
$275K -$2.68K -62 -1%
FA
503
FDx Advisors
Illinois
$274K – – –
CM
504
Castleark Management
Illinois
$274K – – –
SWS
505
SYSTM Wealth Solutions
Illinois
$273K – – –
BRWA
506
B. Riley Wealth Advisors
Florida
$273K -$56.5K -1,307 -17%
PCMC
507
Paragon Capital Management (Colorado)
Colorado
$267K -$1.21K -28 -0.5%
CI
508
CX Institutional
Indiana
$263K +$263K +6,139 New
AG
509
Ascent Group
Virginia
$263K +$263K +6,073 New
LFM
510
LGT Fund Management
Liechtenstein
$260K – – –
SS
511
Simplicity Solutions
Minnesota
$259K +$259K +5,986 New
PWPS
512
Pinnacle Wealth Planning Services
Ohio
$259K +$259K +5,982 New
BFG
513
Bleakley Financial Group
New Jersey
$258K +$258K +5,963 New
PWMG
514
Prestige Wealth Management Group
New Jersey
$257K +$253K +5,852 +5,682%
IFPG
515
Intrepid Financial Planning Group
Indiana
$248K – – –
HI
516
Horizon Investments
North Carolina
$246K -$185K -4,281 -43%
AWS
517
Atria Wealth Solutions
New York
$245K +$245K +5,678 New
KeyBank National Association
518
KeyBank National Association
Ohio
$245K +$245K +5,663 New
BC
519
Bridgefront Capital
Texas
$245K -$157K -3,623 -39%
RFN
520
Redwood Financial Network
Ohio
$244K +$244K +5,648 New
JPMPWA
521
J.P. Morgan Private Wealth Advisors
California
$243K -$58.8K -1,359 -19%
SPA
522
Sherbrooke Park Advisers
New York
$241K +$241K +5,566 New
CIBC World Market
523
CIBC World Market
Ontario, Canada
$240K -$10.7K -247 -4%
CIBC Private Wealth Group
524
CIBC Private Wealth Group
Georgia
$239K +$239K +5,529 New
CP
525
Covenant Partners
Tennessee
$237K +$237K +5,477 New
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