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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 %
CFGS
576
Concourse Financial Group Securities
Alabama
$164K +$8.35K +194 +5%
Canada Pension Plan Investment Board
577
Canada Pension Plan Investment Board
Ontario, Canada
$161K -$430K -9,997 -73%
HPC
578
HM Payson & Co
Maine
$160K +$91.6K +2,127 +133%
HIIFS
579
Harel Insurance Investments & Financial Services
Israel
$160K -$637K -14,933 -80%
AIP
580
Ameritas Investment Partners
Nebraska
$144K – – –
CAL
581
Capital Analysts LLC
Pennsylvania
$144K +$85.6K +1,992 +146%
CTC
582
Central Trust Company
Missouri
$143K – – –
CL
583
CSS LLC
Illinois
$122K +$122K +2,840 New
AA
584
AlphaCentric Advisors
Puerto Rico
$121K +$121K +2,817 New
GRP
585
Global Retirement Partners
California
$120K +$301 +7 +0.3%
AIM
586
Anchor Investment Management
South Carolina
$117K – – –
CMBA
587
C.M. Bidwell & Associates
Hawaii
$117K – – –
SOW
588
State of Wyoming
Wyoming
$116K -$206K -4,794 -64%
QCG
589
Quadrant Capital Group
Ohio
$116K -$2.5K -58 -2%
CMF
590
Counterpoint Mutual Funds
California
$102K +$102K +2,369 New
OIA
591
Optimum Investment Advisors
Illinois
$97.2K +$43 +1 +0%
BFEC
592
Benjamin F. Edwards & Company
Missouri
$97K – – –
FNBOSM
593
First National Bank of South Miami
Florida
$95.5K +$95.5K +2,219 New
ECM
594
Estabrook Capital Management
New York
$94.3K -$517 -12 -0.5%
MA
595
Montag & Associates
Georgia
$92.9K – – –
IAIM
596
International Assets Investment Management
Florida
$88.5K +$1.36K +374 +2%
ETC
597
Exchange Traded Concepts
Oklahoma
$84.8K +$84.8K +1,970 New
UM
598
UniSuper Management
Australia
$83.1K +$83.1K +1,931 New
BHWM
599
Bay Harbor Wealth Management
Maryland
$82.1K +$4.65K +108 +6%
FCA
600
FinTrust Capital Advisors
South Carolina
$79.1K – – –
22 23
24
25 26