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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
RBC
551
Romano Brothers & Co
Illinois
$20.4K +$19.6K +577 New
AF
552
Allworth Financial
California
$20.4K +$17.6K +518 +909%
BLC
553
Brown, Lisle/Cummings
Rhode Island
$20.1K – – –
ADL
554
Asset Dedication LLC
California
$20K – – –
SPIA
555
Steward Partners Investment Advisory
New York
$19.1K -$476 -14 -3%
QL
556
Quarry LP
New York
$17.7K +$17K +500 New
CWC
557
Carolinas Wealth Consulting
North Carolina
$16.8K +$1.94K +57 +14%
AF
558
Affiance Financial
Minnesota
$16.7K +$16K +470 New
ZB
559
Zions Bancorporation
Utah
$15.7K +$5.99K +176 +66%
LFG
560
Larson Financial Group
Missouri
$15.6K – – –
RTC
561
Riverview Trust Company
Washington
$15K – – –
HIA
562
Harbor Investment Advisory
Maryland
$14.7K – – –
HNB
563
Huntington National Bank
Ohio
$14.3K – – –
MUMSS
564
Mitsubishi UFJ Morgan Stanley Securities
Japan
$14K -$13.5K -397 -50%
TFGT
565
TS Financial Group (TSFG)
Illinois
$14K – – –
JWM
566
Janiczek Wealth Management
Colorado
$13.6K +$2.42K +71 +26%
EI
567
Ellevest Inc
New York
$12.8K +$9.46K +278 +331%
GWM
568
Geneos Wealth Management
Colorado
$12.5K +$34 +1 +0.3%
MS
569
Madden Securities
Texas
$12.4K +$11.9K +350 New
CS
570
Comerica Securities
Michigan
$12.3K +$11.8K +348 New
SN
571
Sittner & Nelson
Oregon
$12.1K – – –
AA
572
AlphaMark Advisors
Kentucky
$12K – – –
CA
573
Crewe Advisors
Utah
$11.8K -$102 -3 -0.9%
PG
574
Proffitt & Goodson
Tennessee
$11.3K +$442 +13 +4%
GWS
575
Glassman Wealth Services
Virginia
$10.8K -$3.27K -96 -24%
21 22
23
24 25

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.