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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
CT
626
Cambridge Trust
Massachusetts
$1K +$782 +23 New
HWMA
627
Heritage Wealth Management (Arizona)
Arizona
$966 +$442 +13 +93%
AWM
628
Accurate Wealth Management
Florida
$861 +$782 +23 New
VCM
629
Versant Capital Management
Arizona
$805 – – –
CSWM
630
Cassady Schiller Wealth Management
Ohio
$805 +$782 +23 New
HCM
631
Hollencrest Capital Management
California
$805 +$782 +23 New
MSFP
632
Mark Sheptoff Financial Planning
Connecticut
$725 – – –
AWM
633
Accel Wealth Management
Iowa
$687 – – –
TFM
634
TFC Financial Management
Massachusetts
$644 +$612 +18 New
ECM
635
Everence Capital Management
Indiana
$599 – – –
TWP
636
TFO Wealth Partners
Ohio
$523 +$204 +6 New
FGAM
637
Financial Gravity Asset Management
Texas
$515 +$1.53K +45 New
CWP
638
Concord Wealth Partners
Virginia
$452 +$408 +12 New
DWA
639
Delos Wealth Advisors
Texas
$443 – – –
BCMLT
640
Beacon Capital Management LLC (Tennessee)
Tennessee
$410 – – –
TWD
641
True Wealth Design
Ohio
$282 +$272 +8 New
SIS
642
Sound Income Strategies
Florida
$242 – – –
MYAM
643
Meiji Yasuda Asset Management
Japan
$226 +$217K +6,368 New
TCOV
644
Trust Company of Vermont
Vermont
$81 -$12.7K -373 -99%
CFFP
645
Center for Financial Planning
Michigan
$80 +$68 +2 New
SWM
646
Sugarloaf Wealth Management
Georgia
$55 -$34 -1 -50%
HCP
647
Hexagon Capital Partners
Arkansas
$40 -$11.9K -350 -100%
WA
648
WestEnd Advisors
North Carolina
$40 – – –
WIM
649
Westside Investment Management
California
$25 – – –
BWL
650
Bogart Wealth LLC
Virginia
$11 – – –
24 25
26
27 28

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.