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BorgWarner
BWA

Overview Fund Activity

647 hedge funds and large institutions have $8.38B invested in BorgWarner in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 235 increasing their positions, 210 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
+49
Holders Change %
+8.19%
% of All Funds
10.44%
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
210
Closed
63
Calls
$38.9M
Puts
$25.6M
Net Calls
+$13.3M
Net Calls Change
-$865K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$50.6M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$30M
3
BlackRock
BlackRock
New York
+$28.5M
4
Prudential Financial
Prudential Financial
New Jersey
+$27.7M
5
Two Sigma Investments
Two Sigma Investments
New York
+$22.8M

Top Sellers

1
BCIM
Black Creek Investment Management
Ontario, Canada
-$73.4M
2
KP
Kiltearn Partners
United Kingdom
-$49.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$40.2M
4
UBS AM
UBS AM
Illinois
-$34.3M
5
American Century Companies
American Century Companies
Missouri
-$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
626
Accurate Wealth Management
Florida
$861 +$861 +23 New
VCM
627
Versant Capital Management
Arizona
$805 – – –
CSWM
628
Cassady Schiller Wealth Management
Ohio
$805 +$805 +23 New
HCM
629
Hollencrest Capital Management
California
$805 +$805 +23 New
MSFP
630
Mark Sheptoff Financial Planning
Connecticut
$725 – – –
AWM
631
Accel Wealth Management
Iowa
$687 – – –
TFM
632
TFC Financial Management
Massachusetts
$644 +$644 +18 New
ECM
633
Everence Capital Management
Indiana
$599 – – –
TWP
634
TFO Wealth Partners
Ohio
$523 +$523 +6 New
FGAM
635
Financial Gravity Asset Management
Texas
$515 +$515 +45 New
CWP
636
Concord Wealth Partners
Virginia
$452 +$452 +12 New
DWA
637
Delos Wealth Advisors
Texas
$443 – – –
BCMLT
638
Beacon Capital Management LLC (Tennessee)
Tennessee
$410 – – –
TWD
639
True Wealth Design
Ohio
$282 +$282 +8 New
SIS
640
Sound Income Strategies
Florida
$242 – – –
MYAM
641
Meiji Yasuda Asset Management
Japan
$226 +$226 +6,368 New
TCOV
642
Trust Company of Vermont
Vermont
$81 -$15.1K -373 -99%
CFFP
643
Center for Financial Planning
Michigan
$80 +$80 +2 New
SWM
644
Sugarloaf Wealth Management
Georgia
$55 -$55 -1 -50%
HCP
645
Hexagon Capital Partners
Arkansas
$40 -$14K -350 -100%
WA
646
WestEnd Advisors
North Carolina
$40 – – –
WIM
647
Westside Investment Management
California
$25 – – –
BWL
648
Bogart Wealth LLC
Virginia
$11 – – –
KP
649
Kiltearn Partners
United Kingdom
– -$49.2M -1,779,885 Closed
UBS AM
650
UBS AM
Illinois
– -$34.3M -1,239,176 Closed
24 25
26
27 28