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BorgWarner
BWA

Overview Fund Activity

650 hedge funds and large institutions have $7.71B invested in BorgWarner in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 219 increasing their positions, 280 reducing their positions, and 98 closing their positions.

Holders
650
Holders Change
-23
Holders Change %
-3.42%
% of All Funds
9.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
79
Increased
219
Reduced
280
Closed
98
Calls
$49.8M
Puts
$41.3M
Net Calls
+$8.49M
Net Calls Change
-$40.8M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$169M
2
Victory Capital Management
2
Victory Capital Management
Texas
$455M
3
Citadel Advisors
3
Citadel Advisors
Florida
$150M
4
Millennium Management
4
Millennium Management
New York
$71.9M
5
TCAM
5
Turtle Creek Asset Management
Ontario, Canada
$151M

Top Sellers

1
Diamond Hill Capital Management
1
Diamond Hill Capital Management
Ohio
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$137M
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$23.8M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
DPW
626
DiNuzzo Private Wealth
Pennsylvania
$1.11K 32 -5 -14%
GKIM
627
GW&K Investment Management
Massachusetts
$1K 30 -155 -84%
CAL
628
Capital Advisors Ltd
Ohio
$1K 33 +8 +32%
B
629
Birchbrook
Maine
$844 24 – –
CCM
630
Chilton Capital Management
Texas
$834 24 – –
TFA
631
Toth Financial Advisory
Virginia
$765 22 – –
PWA
632
Provenance Wealth Advisors
Florida
$764 22 – –
DF
633
Dunhill Financial
United Kingdom
$737 21 +3 +17%
PA
634
Pineridge Advisors
Missouri
$660 19 -200 -91%
MSFP
635
Mark Sheptoff Financial Planning
Connecticut
$625 18 – –
A
636
AlphaQuest
New York
$556 16 -1,113 -99%
ECM
637
Everence Capital Management
Indiana
$517 14,870 – –
CWC
638
Carolinas Wealth Consulting
North Carolina
$486 14 -181 -93%
TFM
639
TFC Financial Management
Massachusetts
$452 13 -3 -19%
CFD
640
Creative Financial Designs
Indiana
$452 13 – –
AWM
641
Abound Wealth Management
Tennessee
$423 12 – –
TWD
642
True Wealth Design
Ohio
$417 12 +2 +20%
TWP
643
TFO Wealth Partners
Ohio
$382 11 – –
BCWM
644
Bartlett & Co Wealth Management
Ohio
$278 8 +8 New
LFG
645
Larson Financial Group
Missouri
$166 5 – –
VAMG
646
Voisard Asset Management Group
Michigan
$139 4 – –
MAWCM
647
Mine & Arao Wealth Creation & Management
California
$105 3 +3 New
AFWM
648
Abich Financial Wealth Management
Virginia
$104 3 -35 -92%
Jones Financial Companies
649
Jones Financial Companies
Missouri
$35 1 -1,750 -100%
WA
650
WestEnd Advisors
North Carolina
$35 1 – –
24 25
26
27 28