BorgWarner
601 hedge funds and large institutions have $6.8B invested in BorgWarner in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 234 increasing their positions, 214 reducing their positions, and 69 closing their positions.
67% more call options, than puts
Call options by funds: $35.3M | Put options by funds: $21.1M
9% more repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 214
0.21% more ownership
Funds ownership: 103.93% → 104.14% (+0.21%)
7% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 69
2% less funds holding
Funds holding: 612 → 601 (-11)
7% less capital invested
Capital invested by funds: $7.28B → $6.8B (-$475M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$37.8M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$36.2M |
| 3 |
Morgan Stanley
New York
|
+$34M |
| 4 |
Amundi
Paris,
France
|
+$20.3M |
| 5 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCIM
Black Creek Investment Management
Toronto,
Ontario, Canada
|
-$81.3M |
| 2 |
BlackRock
New York
|
-$59M |
| 3 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
-$49.4M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$42.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFG
651
Steward Financial Group
Colleyville,
Texas
| – | -$4K | -147 | Closed |
|
|
CA
652
CoreCap Advisors
Southfield,
Michigan
| – | -$4K | -130 | Closed |
|
|
SLAM
653
Swiss Life Asset Management
Zurich,
| – | -$2.4K | -82 | Closed |
|
|
PFGIA
654
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$2K | -77 | Closed |
|
|
CWP
655
Concord Wealth Partners
Abingdon,
Virginia
| – | -$2K | -66 | Closed |
|
|
SBL
656
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$2K | -60 | Closed |
|
657
Jones Financial Companies
Des Peres,
Missouri
| – | -$1K | -43 | Closed |
|
|
WA
658
WestEnd Advisors
Charlotte,
North Carolina
| – | -$32 | -1 | -50% |
|
|
DWA
659
Delos Wealth Advisors
Dallas,
Texas
| – | +$387 | +12 | New |
|
|
HWMA
660
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| – | +$452 | +14 | New |
|
|
CA
661
Clearstead Advisors
Cleveland,
Ohio
| – | +$516 | +16 | New |
|
BWA Hedge Fund Activity: Q3 2022 in Review
601 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q3 2022, worth a combined $6.8B — down 6.5% from $7.28B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of BWA and 64 opened new positions — a net loss of 5 holders — while 214 trimmed existing stakes and 234 added.
The largest buyer was Millennium Management, adding an estimated $37.8M. The largest seller was Black Creek Investment Management, cutting an estimated $81.3M.
- 601 institutional investors held BorgWarner (BWA) as of Q3 2022, down from 612 in Q2 2022.
- Funds reported $6.8B of BorgWarner stock for Q3 2022, down 6.5% quarter-over-quarter.
- 64 funds opened new BorgWarner positions in Q3 2022 and 69 closed out, a net change of -5 holders.
- The largest BorgWarner buyer in Q3 2022 was Millennium Management, an estimated $37.8M added.
- The largest BorgWarner seller in Q3 2022 was Black Creek Investment Management, an estimated $81.3M sold.
Based on aggregated 13F filings for Q3 2022.