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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
AWM
576
Avior Wealth Management
Nebraska
$10.1K – – –
PCM
577
Peregrine Capital Management
Minnesota
$10K – – –
ST
578
Smithfield Trust
Pennsylvania
$10K – – –
WB
579
Webster Bank
Connecticut
$10K – – –
Fuller & Thaler Asset Management
580
Fuller & Thaler Asset Management
California
$10K +$9.86K +290 New
MCM
581
MV Capital Management
Maryland
$9.26K +$170 +5 +2%
FPFS
582
First Personal Financial Services
North Carolina
$9.06K – – –
SSG
583
Summit Securities Group
New York
$9K +$9.12K +268 New
BCWM
584
Bartlett & Co Wealth Management
Ohio
$8.05K +$7.72K +227 New
BC
585
Bartlett & Co
Ohio
$8K +$7.72K +227 New
BIA
586
Bell Investment Advisors
California
$7.81K +$4.39K +129 +142%
GIA
587
GHP Investment Advisors
Colorado
$7.45K – – –
CFO
588
CVA Family Office
Colorado
$7.45K +$578 +17 +9%
GTCM
589
Gyon Technologies Capital Management
New Jersey
$7.33K +$7.04K +207 New
HFS
590
Hantz Financial Services
Michigan
$6K -$11.1K -326 -67%
MFC
591
Mechanics Financial Corp
Ohio
$6K – – –
FMII
592
Farmers & Merchants Investments Inc
Nebraska
$5.84K – – –
CA
593
CoreCap Advisors
Michigan
$4.99K +$4.8K +141 New
FA
594
Fiduciary Alliance
South Carolina
$4.87K +$4.66K +137 New
BBHC
595
Brown Brothers Harriman & Co
New York
$4.63K -$3.57K -105 -44%
LSA
596
Lansing Street Advisors
Pennsylvania
$4.26K +$34 +1 +0.8%
SC
597
Schubert & Co
Texas
$4.15K +$782 +23 +24%
SCA
598
Stonebridge Capital Advisors
Minnesota
$4.13K -$1.19K -35 -23%
WT
599
Washington Trust
Rhode Island
$4.03K – – –
CAS
600
Coppell Advisory Solutions
Texas
$4.03K +$3.88K +114 New
22 23
24
25 26

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.