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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
Boston Partners
Massachusetts
$161M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$131M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$83.1M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$75.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$75.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24.9M
2
CVA
Ceredex Value Advisors
Florida
$0
3
Newport Trust Company
Newport Trust Company
District of Columbia
$0
4
American Century Companies
American Century Companies
Missouri
$173M
5
Citadel Advisors
Citadel Advisors
Florida
$389K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
626
Steward Partners Investment Advisory
New York
$39.9K – – –
FRA
627
Front Row Advisors
California
$39K +$4.79K +111 +14%
AI
628
Acuitas Investments
Washington
$34.2K +$34.2K +795 New
WIM
629
Westside Investment Management
California
$31.3K – – –
C
630
Covestor
United Kingdom
$31K -$11.9K -274 -28%
AF
631
Advisornet Financial
Minnesota
$29.6K -$258 -6 -0.9%
CCA
632
Column Capital Advisors
Indiana
$26.9K +$16.1K +374 +150%
GWS
633
Glassman Wealth Services
Virginia
$26.1K +$3.1K +72 +14%
GM
634
GeoWealth Management
Illinois
$26K +$4.52K +104 +21%
BAAM
635
Baker Avenue Asset Management
California
$25.4K -$392K -9,108 -94%
AF
636
Allworth Financial
California
$25.3K -$474 -11 -2%
EWA
637
EverSource Wealth Advisors
Alabama
$25.1K -$2.5K -58 -9%
AssetMark Inc
638
AssetMark Inc
California
$24.7K – – –
BLC
639
Brown, Lisle/Cummings
Rhode Island
$24.5K – – –
WWP
640
WR Wealth Planners
Missouri
$24.5K – – –
NA
641
NewEdge Advisors
Louisiana
$24.2K +$43 +1 +0.2%
ADL
642
Asset Dedication LLC
California
$24K – – –
ZB
643
Zions Bancorporation
Utah
$22.4K +$3.36K +78 +18%
MCM
644
MV Capital Management
Maryland
$20.2K +$1.21K +28 +6%
BC
645
Bartlett & Co
Ohio
$20K – – –
BCWM
646
Bartlett & Co Wealth Management
Ohio
$19.6K – – –
CCM
647
Chilton Capital Management
Texas
$19.6K +$19.6K +454 New
LFG
648
Larson Financial Group
Missouri
$18.9K – – –
RTC
649
Riverview Trust Company
Washington
$18.3K – – –
HIA
650
Harbor Investment Advisory
Maryland
$17.9K – – –
24 25
26
27 28