BWA icon

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 %
OIA
551
Optimum Investment Advisors
Illinois
$24.2K -$9.07K -261 -27%
LC
552
Lindbrook Capital
California
$23.6K -$5.63K -162 -19%
HI
553
Harbour Investments
Wisconsin
$23.3K -$7.93K -228 -25%
FRA
554
Front Row Advisors
California
$23.2K +$23.2K +669 New
PWM
555
Partnership Wealth Management
Maryland
$22.9K +$22.9K +660 New
EWA
556
EverSource Wealth Advisors
Alabama
$22.8K +$7.08K +216 +45%
FIM
557
Fernwood Investment Management
Massachusetts
$22.3K +$22.3K +642 New
WIM
558
Westside Investment Management
California
$22.2K – – –
SPIA
559
Steward Partners Investment Advisory
New York
$22.1K -$903 -26 -4%
AF
560
Advisornet Financial
Minnesota
$20.3K -$834 -24 -4%
AF
561
Allworth Financial
California
$18.6K -$208 -6 -1%
ADL
562
Asset Dedication LLC
California
$17K – – –
AssetMark Inc
563
AssetMark Inc
California
$16.5K -$1.95K -56 -11%
BLC
564
Brown, Lisle/Cummings
Rhode Island
$15.6K -$71.2K -2,050 -82%
GXJ
565
Global X Japan
Japan
$15K -$16.6K -479 -53%
PGAM
566
Princeton Global Asset Management
New Jersey
$14.9K – – –
SS
567
Sunbelt Securities
Texas
$14.9K +$13.9K +400 +1,333%
HIA
568
Harbor Investment Advisory
Maryland
$14.5K +$1.74K +50 +14%
ZB
569
Zions Bancorporation
Utah
$14.2K – – –
GWM
570
Geneos Wealth Management
Colorado
$12.7K +$1.15K +33 +10%
JWM
571
Janiczek Wealth Management
Colorado
$12.6K +$2.19K +63 +21%
APC
572
Aspire Private Capital
North Carolina
$11.7K +$69 +2 +0.6%
RL
573
Rogco LP
Oklahoma
$11.2K -$12.2K -350 -52%
HCM
574
Highlander Capital Management
New Jersey
$10.4K – – –
SN
575
Sittner & Nelson
Oregon
$10.4K – – –
21 22
23
24 25