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BorgWarner
BWA

Overview Fund Activity

624 hedge funds and large institutions have $6.96B invested in BorgWarner in 2024 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 215 increasing their positions, 235 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+22
Holders Change %
+3.65%
% of All Funds
8.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
105
Increased
215
Reduced
235
Closed
73
Calls
$23.1M
Puts
$17.7M
Net Calls
+$5.47M
Net Calls Change
-$17.2M

Top Buyers

1
BlackRock
BlackRock
New York
$558M
2
UBS Group
UBS Group
Switzerland
$74.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$41.3M
4
Goldman Sachs
Goldman Sachs
New York
$82.4M
5
LSV Asset Management
LSV Asset Management
Illinois
$137M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Millennium Management
Millennium Management
New York
$26.1M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$51M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$172M
5
Bank of America
Bank of America
North Carolina
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAM
601
Caitong International Asset Management
Hong Kong
$954 +$954 +30 New
TWC
602
TD Waterhouse Canada
Ontario, Canada
$795 +$795 +25 New
TFA
603
Toth Financial Advisory
Virginia
$700 – – –
PWA
604
Provenance Wealth Advisors
Florida
$699 – – –
WA
605
Whipplewood Advisors
Colorado
$699 +$699 +22 New
PA
606
Pineridge Advisors
Missouri
$604 – – –
TSMHT
607
Thurston Springer Miller Herd & Titak
Indiana
$508 – – –
CFO
608
CVA Family Office
Colorado
$477 – – –
CWC
609
Carolinas Wealth Consulting
North Carolina
$446 – – –
GFPC
610
Global Financial Private Client
Florida
$381 +$381 +12 New
T
611
Transce3nd
Texas
$381 +$381 +12 New
AF
612
Advisornet Financial
Minnesota
$362 -$987 -30 -73%
VWA
613
Valued Wealth Advisors
Utah
$351 – – –
CA
614
Crewe Advisors
Utah
$350 -$6.33K -199 -95%
WCM
615
WealthTrak Capital Management
Virginia
$318 +$318 +10 New
PWM
616
Parkworth Wealth Management
California
$286 +$286 +9 New
PWA
617
Principia Wealth Advisory
Texas
$286 +$286 +9 New
CSWM
618
Cassady Schiller Wealth Management
Ohio
$254 +$254 +8 New
DCP
619
Distillate Capital Partners
Illinois
$223 +$223 +7 New
SMAM
620
Sugar Maple Asset Management
Wisconsin
$159 +$159 +5 New
TCOV
621
Trust Company of Vermont
Vermont
$64 -$44K -1,375 -100%
WA
622
WestEnd Advisors
North Carolina
$32 -$32 -1 -50%
MSWM
623
Mowery & Schoenfeld Wealth Management
Illinois
$32 +$32 +1 New
Balyasny Asset Management
624
Balyasny Asset Management
Illinois
– -$73.2M -2,018,043 Closed
T. Rowe Price Investment Management
625
T. Rowe Price Investment Management
Maryland
– -$21.9M -604,562 Closed
23 24
25
26 27