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BorgWarner
BWA

Overview Fund Activity

705 hedge funds and large institutions have $10.7B invested in BorgWarner in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 259 increasing their positions, 223 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+58
Holders Change %
+8.96%
% of All Funds
11.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
126
Increased
259
Reduced
223
Closed
62
Calls
$32.9M
Puts
$23.3M
Net Calls
+$9.56M
Net Calls Change
-$3.77M

Top Buyers

1
Millennium Management
Millennium Management
New York
$152M
2
UBS AM
UBS AM
Illinois
$58.9M
3
CVA
Ceredex Value Advisors
Florida
$78.4M
4
Holocene Advisors
Holocene Advisors
New York
$30.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$60.3M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$241M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$266M
3
Victory Capital Management
Victory Capital Management
Texas
$435M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$106M
5
Harris Associates
Harris Associates
Illinois
$519M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
651
CVA Family Office
Colorado
$9.09K – – –
ST
652
Sageworth Trust
Pennsylvania
$8.94K +$8.94K +207 New
MFC
653
Mechanics Financial Corp
Ohio
$7.86K – – –
FMII
654
Farmers & Merchants Investments Inc
Nebraska
$7.12K – – –
Fisher Asset Management
655
Fisher Asset Management
Washington
$7.12K +$7.12K +165 New
SC
656
Schubert & Co
Texas
$7.02K +$1.95K +45 +38%
Commonwealth Equity Services
657
Commonwealth Equity Services
Massachusetts
$6.57K +$113 +2,606 +2%
FMP
658
Financial Management Professionals
Texas
$6K +$1.05K +26 +21%
APW
659
Acima Private Wealth
Virginia
$5.4K +$5.4K +125 New
LSA
660
Lansing Street Advisors
Pennsylvania
$5.22K – – –
SCA
661
Stonebridge Capital Advisors
Minnesota
$5.06K – – –
CAL
662
Capital Advisors Ltd
Ohio
$5K – – –
PFG
663
Piershale Financial Group
Illinois
$4.91K – – –
IBOK
664
Independence Bank of Kentucky
Kentucky
$4.91K – – –
GI
665
Gradient Investments
Minnesota
$4.86K +$434 +10 +10%
CG
666
Cutler Group
California
$4K -$23.1K -658 -85%
SIC
667
SJS Investment Consulting
Ohio
$3.64K +$606 +14 +20%
SS
668
Sunbelt Securities
Texas
$3.62K +$3.62K +85 New
RTL
669
Red Tortoise LLC
Georgia
$3.09K – – –
BAM
670
Byrne Asset Management
New Jersey
$3K +$3K +74 New
KFS
671
Kelly Financial Services
Massachusetts
$2.8K +$2.8K +65 New
AAP
672
Arax Advisory Partners
Colorado
$2.76K +$2.76K +64 New
KFI
673
Key Financial Inc
Pennsylvania
$2.6K – – –
BBHC
674
Brown Brothers Harriman & Co
New York
$2.55K -$3.12K -72 -55%
TCA
675
Trifecta Capital Advisors
Illinois
$2.55K – – –
25 26
27
28 29