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BorgWarner
BWA

Overview Fund Activity

674 hedge funds and large institutions have $8.05B invested in BorgWarner in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 214 increasing their positions, 277 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
-5
Holders Change %
-0.74%
% of All Funds
9.88%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
110
Increased
214
Reduced
277
Closed
107
Calls
$68.1M
Puts
$18.8M
Net Calls
+$49.3M
Net Calls Change
+$48.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$287M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$44M
3
Norges Bank
Norges Bank
Norway
$75.5M
4
Victory Capital Management
Victory Capital Management
Texas
$347M
5
Harris Associates
Harris Associates
Illinois
$393M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$18.1M
2
Boston Partners
Boston Partners
Massachusetts
$83.9M
3
Citadel Advisors
Citadel Advisors
Florida
$38.1M
4
Bank of America
Bank of America
North Carolina
$145M
5
CPC
Cookson Peirce & Co
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMB
626
Field & Main Bank
Kentucky
$2.69K -$501K -13,970 -99%
FCA
627
FinTrust Capital Advisors
South Carolina
$2.3K -$56.3K -1,570 -96%
RTL
628
Red Tortoise LLC
Georgia
$2.26K – – –
SIC
629
SJS Investment Consulting
Ohio
$2.01K -$359 -10 -15%
PP
630
PrairieView Partners
Minnesota
$2K – – –
VAG
631
VisionPoint Advisory Group
Texas
$1.94K +$1.94K +54 New
BHWM
632
Bay Harbor Wealth Management
Maryland
$1.94K – – –
TCA
633
Trifecta Capital Advisors
Illinois
$1.87K – – –
KFI
634
Key Financial Inc
Pennsylvania
$1.79K -$108 -3 -6%
AWM
635
Avior Wealth Management
Nebraska
$1.79K – – –
EBA
636
Eagle Bay Advisors
New York
$1.76K – – –
W
637
WealthCollab
Washington
$1.76K +$1.76K +49 New
PWMG
638
Private Wealth Management Group
New Jersey
$1.65K +$1.65K +46 New
BWM
639
Baystate Wealth Management
Massachusetts
$1.58K – – –
VCM
640
Versant Capital Management
Arizona
$1.47K +$1K +28 +215%
UFF
641
USA Financial Formulas
Michigan
$1.4K -$564K -15,737 -100%
AFWM
642
Abich Financial Wealth Management
Virginia
$1.36K +$1.36K +38 New
DPW
643
DiNuzzo Private Wealth
Pennsylvania
$1.33K +$1.33K +37 New
TVAMP
644
Tennessee Valley Asset Management Partners
Tennessee
$1.32K +$1.32K +37 New
VWM
645
Venturi Wealth Management
Texas
$1.22K -$323 -9 -21%
First Manhattan
646
First Manhattan
New York
$1.22K +$1.22K +34 New
GEA
647
Glen Eagle Advisors
New Jersey
$1.21K -$604 -17 -33%
AAP
648
Arax Advisory Partners
Colorado
$1.12K +$612 +17 +121%
SS
649
Sunbelt Securities
Texas
$1.08K – – –
RS
650
Rakuten Securities
Japan
$1.08K +$1.08K +30 New
24 25
26
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