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BorgWarner
BWA

Overview Fund Activity

726 hedge funds and large institutions have $10.8B invested in BorgWarner in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 283 increasing their positions, 246 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+21
Holders Change %
+2.98%
% of All Funds
11.45%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
99
Increased
283
Reduced
246
Closed
76
Calls
$24.3M
Puts
$21.6M
Net Calls
+$2.72M
Net Calls Change
-$6.84M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$161M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$131M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$83.1M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$75.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$75.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.9M
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
Newport Trust Company
3
Newport Trust Company
District of Columbia
$0
4
American Century Companies
4
American Century Companies
Missouri
$173M
5
Citadel Advisors
5
Citadel Advisors
Florida
$389K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
651
Newbridge Financial Services Group
Florida
$17.1K -$34.2K -795 -67%
FA
652
Fiduciary Alliance
South Carolina
$17.1K +$17.1K +398 New
TFGT
653
TS Financial Group (TSFG)
Illinois
$16K – – –
GWM
654
Geneos Wealth Management
Colorado
$15.2K +$43 +1 +0.3%
MA
655
MCF Advisors
Kentucky
$15.2K +$1.47K +34 +11%
SSG
656
Summit Securities Group
New York
$15K -$7.52K -175 -33%
AA
657
AlphaMark Advisors
Kentucky
$15K – – –
JWM
658
Janiczek Wealth Management
Colorado
$14.9K -$388 -9 -3%
SN
659
Sittner & Nelson
Oregon
$14.7K – – –
KFP
660
KB Financial Partners
New Jersey
$14K +$14K +328 New
PCM
661
Peregrine Capital Management
Minnesota
$12.5K – – –
Fuller & Thaler Asset Management
662
Fuller & Thaler Asset Management
California
$12.5K – – –
WB
663
Webster Bank
Connecticut
$12.2K – – –
BIA
664
Bell Investment Advisors
California
$11.8K +$2.54K +59 +27%
FPFS
665
First Personal Financial Services
North Carolina
$11K – – –
CWC
666
Carolinas Wealth Consulting
North Carolina
$10.8K -$9.64K -224 -47%
HIM
667
Hillsdale Investment Management
Ontario, Canada
$10.3K -$410K -9,542 -98%
GWSG
668
GPS Wealth Strategies Group
Colorado
$9.78K – – –
MCI
669
MRP Capital Investments
Georgia
$9.78K +$9.78K +227 New
CFO
670
CVA Family Office
Colorado
$9.54K +$516 +12 +6%
LF
671
Lee Financial
Texas
$9.2K – – –
PTC
672
Private Trust Company
Ohio
$9.1K +$9.1K +211 New
FMP
673
Financial Management Professionals
Texas
$9K +$2.34K +52 +35%
CG
674
Cutler Group
California
$9K +$4.48K +113 +99%
PG
675
Proffitt & Goodson
Tennessee
$8.02K -$5.78K -134 -42%
25 26
27
28 29