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BorgWarner
BWA

Overview Fund Activity

651 hedge funds and large institutions have $7.72B invested in BorgWarner in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 219 increasing their positions, 281 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-23
Holders Change %
-3.41%
% of All Funds
9.44%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
79
Increased
219
Reduced
281
Closed
98
Calls
$49.8M
Puts
$41.3M
Net Calls
+$8.49M
Net Calls Change
-$40.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$169M
2
Victory Capital Management
Victory Capital Management
Texas
$455M
3
Citadel Advisors
Citadel Advisors
Florida
$150M
4
Millennium Management
Millennium Management
New York
$71.9M
5
TCAM
Turtle Creek Asset Management
Ontario, Canada
$151M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0
2
Morgan Stanley
Morgan Stanley
New York
$137M
3
Boston Partners
Boston Partners
Massachusetts
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$23.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fuller & Thaler Asset Management
526
Fuller & Thaler Asset Management
California
$56.6K -$1.74K -50 -3%
GI
527
GAMMA Investing
California
$55.2K -$26.6K -766 -33%
MHR
528
Matthew Hamilton Rosenberg
$54.3K – – –
GRP
529
Global Retirement Partners
California
$52.1K +$1.25K +36 +2%
PFBT
530
Parkside Financial Bank & Trust
Missouri
$49.3K +$9.17K +264 +23%
JWA
531
JFS Wealth Advisors
Pennsylvania
$48K -$1.11K -32 -2%
AI
532
Acuitas Investments
Washington
$45.2K – – –
MG
533
Mather Group
Illinois
$44.3K +$44.3K +1,237 New
MAM
534
Meeder Asset Management
Ohio
$41.7K -$125K -3,605 -75%
HIIFS
535
Harel Insurance Investments & Financial Services
Israel
$41K -$7.84K -227 -16%
GBT
536
Grove Bank & Trust
Florida
$38.4K – – –
WTC
537
WhitTier Trust Company
Nevada
$38.3K +$38K +1,093 +12,144%
TWC
538
TD Waterhouse Canada
Ontario, Canada
$37.3K +$37.3K +1,068 New
TPCW
539
TD Private Client Wealth
New York
$35.6K -$167K -4,796 -82%
HNB
540
Hilltop National Bank
Wyoming
$35.2K +$35.2K +1,014 New
BGAI
541
Bruce G. Allen Investments
Colorado
$34.3K +$1.98K +57 +6%
PS
542
Principal Securities
Iowa
$34.1K -$10.3K -297 -23%
SWM
543
Spire Wealth Management
Virginia
$32.3K -$139 -4 -0.4%
SIS
544
Sound Income Strategies
Florida
$32.2K +$1.08K +31 +3%
RTC
545
Riverview Trust Company
Washington
$30.4K +$30.4K +875 New
UB
546
UMB Bank
Missouri
$30.3K -$135K -3,896 -82%
AS
547
Altshuler Shaham
Israel
$29.8K +$29.8K +857 New
NS
548
NBC Securities
Alabama
$29K -$4.82K -139 -14%
DMBA
549
Deseret Mutual Benefit Administrators
Utah
$26.5K – – –
TCOV
550
Trust Company of Vermont
Vermont
$25.4K +$25.4K +730 +36,500%
20 21
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