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BorgWarner

635 hedge funds and large institutions have $7.14B invested in BorgWarner in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 222 increasing their positions, 244 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $40.2M

0.1% more ownership

Funds ownership: 97.11%97.21% (+0.1%)

9% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 244

3% less funds holding

Funds holding: 655635 (-20)

8% less capital invested

Capital invested by funds: $7.75B → $7.14B (-$613M)

11% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 103

Holders
635
Holders Change
-20
Holders Change %
-3.05%
% of All Funds
9.17%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
92
Increased
222
Reduced
244
Closed
103
Calls
$44.1M
Puts
$40.2M
Net Calls
+$3.92M
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
626
Mark Sheptoff Financial Planning
Connecticut
$580
TSMHT
627
Thurston Springer Miller Herd & Titak
Indiana
$515 +$554 +16 New
ECM
628
Everence Capital Management
Indiana
$487
UWS
629
Unique Wealth Strategies
Illinois
$347 +$346 +10 New
LIA
630
Lynx Investment Advisory
District of Columbia
$269 +$277 +8 New
OWA
631
Opal Wealth Advisors
New York
$226 +$242 +7 New
LFG
632
Larson Financial Group
Missouri
$154
AFWM
633
Abich Financial Wealth Management
Virginia
$97
WA
634
WestEnd Advisors
North Carolina
$64 +$35 +1 +100%
Nordea Investment Management
635
Nordea Investment Management
Sweden
-$66.2M -1,905,907 Closed
Renaissance Technologies
636
Renaissance Technologies
New York
-$23.4M -674,398 Closed
Voloridge Investment Management
637
Voloridge Investment Management
Florida
-$20.9M -600,874 Closed
AAF
638
Andra AP-fonden
Sweden
-$13.8M -396,500 Closed
IIM
639
INTECH Investment Management
Florida
-$7.16M -206,096 Closed
Two Sigma Advisers
640
Two Sigma Advisers
New York
-$6.77M -194,900 Closed
Korea Investment Corp
641
Korea Investment Corp
South Korea
-$6.02M -173,361 Closed
PI
642
PineBridge Investments
New York
-$4.58M -131,754 Closed
ECM
643
Evergreen Capital Management
Washington
-$3.64M -104,879 Closed
ACM
644
Advisors Capital Management
New Jersey
-$3.38M -97,193 Closed
MSV
645
MN Services Vermogensbeheer
Netherlands
-$3.3M -95,000 Closed
HAI
646
Hennessy Advisors Inc
California
-$3.2M -92,100 Closed
Capital Fund Management (CFM)
647
Capital Fund Management (CFM)
France
-$2.95M -85,134 Closed
AIG
648
American International Group
New York
-$2.09M -60,120 Closed
OAM
649
Ostrum Asset Management
France
-$2M -57,487 Closed
FC
650
FORA Capital
Florida
-$1.96M -56,376 Closed

BWA Hedge Fund Activity: Q2 2024 in Review

635 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q2 2024, worth a combined $7.14B — down 7.9% from $7.75B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of BWA and 92 opened new positions — a net loss of 11 holders — while 244 trimmed existing stakes and 222 added.

The largest buyer was Balyasny Asset Management, adding an estimated $127M. The largest seller was BlackRock, cutting an estimated $93.1M.

  • 635 institutional investors held BorgWarner (BWA) as of Q2 2024, down from 655 in Q1 2024.
  • Funds reported $7.14B of BorgWarner stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 92 funds opened new BorgWarner positions in Q2 2024 and 103 closed out, a net change of -11 holders.
  • The largest BorgWarner buyer in Q2 2024 was Balyasny Asset Management, an estimated $127M added.
  • The largest BorgWarner seller in Q2 2024 was BlackRock, an estimated $93.1M sold.

Based on aggregated 13F filings for Q2 2024.