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BorgWarner
BWA

Overview Fund Activity

624 hedge funds and large institutions have $6.96B invested in BorgWarner in 2024 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 215 increasing their positions, 235 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+22
Holders Change %
+3.65%
% of All Funds
8.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
105
Increased
215
Reduced
235
Closed
73
Calls
$23.1M
Puts
$17.7M
Net Calls
+$5.47M
Net Calls Change
-$17.2M

Top Buyers

1
BlackRock
BlackRock
New York
$558M
2
UBS Group
UBS Group
Switzerland
$74.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$41.3M
4
Goldman Sachs
Goldman Sachs
New York
$82.4M
5
LSV Asset Management
LSV Asset Management
Illinois
$137M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Millennium Management
Millennium Management
New York
$26.1M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$51M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$172M
5
Bank of America
Bank of America
North Carolina
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
501
Capital Analysts LLC
Pennsylvania
$39K -$80K -2,497 -67%
HNB
502
Hilltop National Bank
Wyoming
$35.8K – – –
GM
503
GeoWealth Management
Illinois
$35.5K -$413 -13 -1%
SPIA
504
Steward Partners Investment Advisory
New York
$34.7K -$4.26K -134 -11%
OW
505
Olistico Wealth
Oklahoma
$34.5K +$127 +4 +0.4%
TWD
506
True Wealth Design
Ohio
$33.4K – – –
MG
507
Mather Group
Illinois
$33.1K +$6.87K +216 +26%
BGAI
508
Bruce G. Allen Investments
Colorado
$31.8K +$191 +6 +0.6%
PFBT
509
Parkside Financial Bank & Trust
Missouri
$31.2K +$4.55K +143 +17%
LI
510
LRI Investments
Florida
$30.8K +$28.9K +909 +1,515%
DMBA
511
Deseret Mutual Benefit Administrators
Utah
$30.5K +$6.26K +197 +26%
OC
512
Oarsman Capital
Wisconsin
$29K +$6.96K +219 +32%
SIS
513
Sound Income Strategies
Florida
$28.8K +$95 +3 +0.3%
UB
514
UMB Bank
Missouri
$28.3K +$3.02K +95 +12%
SIM
515
Sentry Investment Management
Wisconsin
$27K -$4.38K -140 -14%
MAM
516
Meeder Asset Management
Ohio
$27K -$53K -1,667 -66%
HIIFS
517
Harel Insurance Investments & Financial Services
Israel
$25K -$6.87K -212 -22%
HI
518
Harbour Investments
Wisconsin
$24.4K -$9.57K -301 -28%
BIG
519
Brooklyn Investment Group
New York
$23.8K -$4.17K -131 -15%
AS
520
Altshuler Shaham
Israel
$23.7K +$2.45K +77 +12%
OC
521
Oakworth Capital
Alabama
$23.1K – – –
OIA
522
Optimum Investment Advisors
Illinois
$22.2K – – –
GRP
523
Global Retirement Partners
California
$20.8K -$22.7K -713 -52%
AF
524
Allworth Financial
California
$20.5K +$10.5K +331 +106%
WIM
525
Westside Investment Management
California
$20.3K – – –
19 20
21
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