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BorgWarner
BWA

Overview Fund Activity

726 hedge funds and large institutions have $10.8B invested in BorgWarner in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 283 increasing their positions, 246 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+21
Holders Change %
+2.98%
% of All Funds
11.45%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
99
Increased
283
Reduced
246
Closed
76
Calls
$24.3M
Puts
$21.6M
Net Calls
+$2.72M
Net Calls Change
-$6.84M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$161M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$131M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$83.1M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$75.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$75.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.9M
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
Newport Trust Company
3
Newport Trust Company
District of Columbia
$0
4
American Century Companies
4
American Century Companies
Missouri
$173M
5
Citadel Advisors
5
Citadel Advisors
Florida
$389K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAB
526
ABN AMRO Bank
Netherlands
$256K +$256K +5,907 New
DEA
527
DoubleLine ETF Adviser
Florida
$255K +$255K +5,931 New
CIBC World Market
528
CIBC World Market
Ontario, Canada
$248K +$37.7K +997 +18%
SWA
529
SFMG Wealth Advisors
Texas
$248K +$14.9K +347 +6%
PTC
530
Petrus Trust Company
Texas
$247K -$28.6K -664 -10%
IFPG
531
Intrepid Financial Planning Group
Indiana
$247K – – –
FB
532
Fulton Bank
Pennsylvania
$245K +$245K +5,696 New
AS
533
AM Squared
Hong Kong
$245K +$245K +5,680 New
SS
534
Simplicity Solutions
Minnesota
$244K -$13.6K -317 -5%
OC
535
Oakworth Capital
Alabama
$244K +$9K +209 +4%
LSA
536
Lansing Street Advisors
Pennsylvania
$244K +$238K +5,540 +4,617%
BIAS
537
Beacon Investment Advisory Services
New Jersey
$241K – – –
DI
538
DFPG Investments
Utah
$240K +$27.2K +672 +13%
AWS
539
Atria Wealth Solutions
New York
$239K -$5.25K -122 -2%
ST
540
Smithfield Trust
Pennsylvania
$235K +$84.8K +1,965 +56%
CP
541
Covenant Partners
Tennessee
$234K -$2.11K -49 -0.9%
MNBTD
542
Moody National Bank Trust Division
Texas
$228K +$228K +5,303 New
UB
543
UMB Bank
Missouri
$226K – – –
CS
544
Capital Square
Tennessee
$226K +$226K +5,251 New
FHA
545
First Horizon Advisors
Tennessee
$226K +$8.61K +200 +4%
ONB
546
Old National Bancorp
Indiana
$225K +$225K +5,237 New
FBT
547
First Bank & Trust
South Dakota
$225K +$8.22K +191 +4%
BCV
548
Banque Cantonale Vaudoise
Switzerland
$224K – – –
MAS
549
Meeder Advisory Services
Ohio
$224K -$9.86K -229 -4%
AWM
550
Apollon Wealth Management
South Carolina
$223K +$223K +5,185 New
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