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BorgWarner

635 hedge funds and large institutions have $7.14B invested in BorgWarner in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 222 increasing their positions, 244 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $40.2M

0.1% more ownership

Funds ownership: 97.11%97.21% (+0.1%)

9% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 244

3% less funds holding

Funds holding: 655635 (-20)

8% less capital invested

Capital invested by funds: $7.75B → $7.14B (-$613M)

11% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 103

Holders
635
Holders Change
-20
Holders Change %
-3.05%
% of All Funds
9.17%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
92
Increased
222
Reduced
244
Closed
103
Calls
$44.1M
Puts
$40.2M
Net Calls
+$3.92M
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
576
Coppell Advisory Solutions
Texas
$7.25K +$7.79K +225 New
RL
577
Rogco LP
Oklahoma
$7.13K -$3.46K -100 -31%
RCM
578
Raleigh Capital Management
North Carolina
$7.09K +$1.21K +35 +19%
BIA
579
Bell Investment Advisors
California
$6.83K -$485 -14 -6%
CA
580
Crewe Advisors
Utah
$6.77K
EBA
581
Eagle Bay Advisors
New York
$6.58K
GWSG
582
GPS Wealth Strategies Group
Colorado
$6.45K
RFG
583
RFP Financial Group
Georgia
$6.06K
AA
584
AlphaMark Advisors
Kentucky
$6K
GIA
585
GHP Investment Advisors
Colorado
$5.96K
VCM
586
Versant Capital Management
Arizona
$5.9K
BF
587
BOK Financial
Oklahoma
$5.54K -$3.81K -110 -39%
IWP
588
IAG Wealth Partners
Wisconsin
$5.16K
FMII
589
Farmers & Merchants Investments Inc
Nebraska
$4.67K
PWMG
590
Prestige Wealth Management Group
New Jersey
$4.61K +$2.32K +67 +88%
HFS
591
Hantz Financial Services
Michigan
$4K
GKIM
592
GW&K Investment Management
Massachusetts
$4K +$3.01K +87 +290%
AAP
593
Arax Advisory Partners
Colorado
$3.9K +$4.19K +121 New
WT
594
Washington Trust
Rhode Island
$3.81K +$831 +24 +26%
PG
595
Proffitt & Goodson
Tennessee
$3.52K -$3.46K -100 -48%
S
596
Sachetta
Massachusetts
$3.41K +$416 +12 +13%
BBHC
597
Brown Brothers Harriman & Co
New York
$3.22K
W
598
WealthCollab
Washington
$3.03K +$3.25K +94 New
TFGT
599
TS Financial Group (TSFG)
Illinois
$3K
CCM
600
Chilton Capital Management
Texas
$3K +$2.39K +69 +288%

BWA Hedge Fund Activity: Q2 2024 in Review

635 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q2 2024, worth a combined $7.14B — down 7.9% from $7.75B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of BWA and 92 opened new positions — a net loss of 11 holders — while 244 trimmed existing stakes and 222 added.

The largest buyer was Balyasny Asset Management, adding an estimated $127M. The largest seller was BlackRock, cutting an estimated $93.1M.

  • 635 institutional investors held BorgWarner (BWA) as of Q2 2024, down from 655 in Q1 2024.
  • Funds reported $7.14B of BorgWarner stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 92 funds opened new BorgWarner positions in Q2 2024 and 103 closed out, a net change of -11 holders.
  • The largest BorgWarner buyer in Q2 2024 was Balyasny Asset Management, an estimated $127M added.
  • The largest BorgWarner seller in Q2 2024 was BlackRock, an estimated $93.1M sold.

Based on aggregated 13F filings for Q2 2024.