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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
CASC
601
Coppell Advisory Solutions Corp
Texas
$4.03K +$3.88K +114 New
PFG
602
Piershale Financial Group
Illinois
$4.03K +$3.88K +114 New
CAL
603
Capital Advisors Ltd
Ohio
$4K -$24.7K -725 -87%
IBOK
604
Independence Bank of Kentucky
Kentucky
$4K – – –
FMP
605
Financial Management Professionals
Texas
$4K +$4.15K +122 New
PWMG
606
Prestige Wealth Management Group
New Jersey
$3.66K +$578 +17 +20%
GI
607
Gradient Investments
Minnesota
$3.62K – – –
SFG
608
Steward Financial Group
Texas
$3K +$3.77K +111 New
RTL
609
Red Tortoise LLC
Georgia
$2.54K +$2.45K +72 New
SIC
610
SJS Investment Consulting
Ohio
$2.5K +$1.22K +36 +106%
AAMA
611
Advanced Asset Management Advisors
Ohio
$2.46K +$2.35K +69 New
EBA
612
Eagle Bay Advisors
New York
$2.38K -$24.5K -721 -91%
TCA
613
Trifecta Capital Advisors
Illinois
$2.09K +$2.01K +59 New
SWA
614
Sutton Wealth Advisors
Florida
$2.05K -$1.74K -51 -47%
GEA
615
Glen Eagle Advisors
New Jersey
$2.05K – – –
BWM
616
Baystate Wealth Management
Massachusetts
$2K – – –
PP
617
PrairieView Partners
Minnesota
$2K – – –
Jones Financial Companies
618
Jones Financial Companies
Missouri
$2K +$1.6K +47 New
MFT
619
Moisand Fitzgerald Tamayo
Florida
$1.97K +$952 +28 +100%
DI
620
Disciplined Investments
Oklahoma
$1.93K -$204 -6 -10%
KFI
621
Key Financial Inc
Pennsylvania
$1.66K – – –
BWM
622
BerganKDV Wealth Management
Minnesota
$1.32K -$136 -4 -10%
MPCL
623
My Personal CFO LLC
Washington
$1.01K +$952 +28 New
SC
624
Sierra Capital
Florida
$1K -$204 -6 -17%
AA
625
Ancora Advisors
Ohio
$1K +$646 +19 New
23 24
25
26 27

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.