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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 %
MHR
601
Matthew Hamilton Rosenberg
$78.7K -$9.3K -216 -11%
IGWM
602
ICA Group Wealth Management
Colorado
$78.7K +$78.7K +1,829 New
SIM
603
Sentry Investment Management
Wisconsin
$74K – – –
PCM
604
Penserra Capital Management
California
$73K +$73K +1,711 New
GIA
605
GHP Investment Advisors
Colorado
$72K +$64.5K +1,797 +856%
HI
606
Harbour Investments
Wisconsin
$71.9K +$11.8K +273 +20%
JWA
607
JFS Wealth Advisors
Pennsylvania
$68.8K -$43 -1 -0.1%
NL
608
NKCFO LLC
Illinois
$66K – – –
PPC
609
Park Place Capital
Alabama
$65K +$26.4K +613 +68%
EWM
610
Evermay Wealth Management
Virginia
$63.6K – – –
PFBT
611
Parkside Financial Bank & Trust
Missouri
$61.4K +$1.03K +24 +2%
QC
612
Quent Capital
New York
$60.4K +$43 +1 +0.1%
HFS
613
Hantz Financial Services
Michigan
$58K – – –
AWM
614
AllSquare Wealth Management
New York
$56.7K +$15.5K +377 +38%
WWM
615
Wolff Wiese Magana
California
$51.6K -$2.37K -55 -4%
LC
616
Lindbrook Capital
California
$51.4K +$2.24K +52 +5%
GBT
617
Grove Bank & Trust
Florida
$51.2K – – –
CFD
618
Creative Financial Designs
Indiana
$50K +$646 +15 +1%
WTC
619
WhitTier Trust Company
Nevada
$49.3K +$86 +2 +0.2%
CSPIA
620
Cary Street Partners Investment Advisory
Virginia
$48.9K – – –
DMBA
621
Deseret Mutual Benefit Administrators
Utah
$48.8K – – –
FFA
622
Farther Finance Advisors
California
$47.2K +$2.58K +60 +6%
HNB
623
Huntington National Bank
Ohio
$46K +$21.3K +494 +86%
SWM
624
Spire Wealth Management
Virginia
$44.5K +$172 +4 +0.4%
BTI
625
Blue Trust Inc
Georgia
$40K -$325K -7,599 -89%
23 24
25
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