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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
JWA
526
JFS Wealth Advisors
Pennsylvania
$56.5K +$68 +2 +0.1%
QC
527
Quent Capital
New York
$52.8K +$34 +1 +0.1%
EWM
528
Evermay Wealth Management
Virginia
$52.3K – – –
TPCW
529
TD Private Client Wealth
New York
$49.3K +$9.29K +273 +24%
BAM
530
Belpointe Asset Management
Nevada
$48.9K +$46.9K +1,379 New
CAL
531
Capital Analysts LLC
Pennsylvania
$48K -$3.27K -96 -7%
WWM
532
Wolff Wiese Magana
California
$44.4K +$3.74K +110 +10%
GBT
533
Grove Bank & Trust
Florida
$42K +$40.4K +1,188 New
CFD
534
Creative Financial Designs
Indiana
$40.5K -$19.3K -568 -33%
WTC
535
WhitTier Trust Company
Nevada
$40.3K – – –
LC
536
Lindbrook Capital
California
$40.3K +$20.2K +595 +110%
CSPIA
537
Cary Street Partners Investment Advisory
Virginia
$40.3K +$38.6K +1,136 New
DMBA
538
Deseret Mutual Benefit Administrators
Utah
$40.1K -$31.7K -932 -45%
SWM
539
Spire Wealth Management
Virginia
$36K +$136 +4 +0.4%
T
540
TOBAM
France
$35K – – –
PPC
541
Park Place Capital
Alabama
$32K +$30.5K +897 New
PFBT
542
Parkside Financial Bank & Trust
Missouri
$31.8K +$13.5K +396 +79%
TWA
543
TCI Wealth Advisors
Arizona
$30.9K +$24.6K +722 +485%
AF
544
Advisornet Financial
Minnesota
$28.1K +$2.45K +72 +10%
HI
545
Harbour Investments
Wisconsin
$28.1K -$22.2K -654 -45%
FRA
546
Front Row Advisors
California
$28K – – –
FFA
547
Farther Finance Advisors
California
$27.6K +$26.5K +779 New
CG
548
Cutler Group
California
$27K +$22.6K +664 +615%
EWA
549
EverSource Wealth Advisors
Alabama
$22.4K +$7.82K +230 +57%
AssetMark Inc
550
AssetMark Inc
California
$20.9K -$4.97K -146 -20%
20 21
22
23 24

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.