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BorgWarner
BWA

Overview Fund Activity

674 hedge funds and large institutions have $8.05B invested in BorgWarner in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 214 increasing their positions, 277 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
-5
Holders Change %
-0.74%
% of All Funds
9.88%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
110
Increased
214
Reduced
277
Closed
107
Calls
$68.1M
Puts
$18.8M
Net Calls
+$49.3M
Net Calls Change
+$48.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$287M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$44M
3
Norges Bank
Norges Bank
Norway
$75.5M
4
Victory Capital Management
Victory Capital Management
Texas
$347M
5
Harris Associates
Harris Associates
Illinois
$393M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$18.1M
2
Boston Partners
Boston Partners
Massachusetts
$83.9M
3
Citadel Advisors
Citadel Advisors
Florida
$38.1M
4
Bank of America
Bank of America
North Carolina
$145M
5
CPC
Cookson Peirce & Co
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
651
Capital Advisors Ltd
Ohio
$1K -$2.76K -69 -73%
B
652
Birchbrook
Maine
$868 +$868 +24 New
CCM
653
Chilton Capital Management
Texas
$861 +$861 +24 New
PWA
654
Provenance Wealth Advisors
Florida
$789 – – –
CA
655
Clearstead Advisors
Ohio
$789 +$789 +22 New
TFA
656
Toth Financial Advisory
Virginia
$789 +$789 +22 New
MSFP
657
Mark Sheptoff Financial Planning
Connecticut
$645 – – –
DF
658
Dunhill Financial
United Kingdom
$641 +$641 +18 New
TFM
659
TFC Financial Management
Massachusetts
$574 – – –
FGAM
660
Financial Gravity Asset Management
Texas
$494 +$247 +5 +100%
CFD
661
Creative Financial Designs
Indiana
$466 -$32.4K -905 -99%
VWA
662
Valued Wealth Advisors
Utah
$445 +$445 +11 New
AWM
663
Abound Wealth Management
Tennessee
$435 – – –
BCMLT
664
Beacon Capital Management LLC (Tennessee)
Tennessee
$414 – – –
DWA
665
Delos Wealth Advisors
Texas
$395 – – –
TWP
666
TFO Wealth Partners
Ohio
$394 – – –
TWD
667
True Wealth Design
Ohio
$359 – – –
WTC
668
WhitTier Trust Company
Nevada
$322 -$35.8K -1,000 -99%
LFG
669
Larson Financial Group
Missouri
$171 +$68 +2 +67%
VAMG
670
Voisard Asset Management Group
Michigan
$144 +$144 +4 New
TCOV
671
Trust Company of Vermont
Vermont
$72 -$35.3K -980 -100%
M
672
MOTCO
Texas
$72 – – –
WA
673
WestEnd Advisors
North Carolina
$36 – – –
CPC
674
Cookson Peirce & Co
Pennsylvania
– -$22.4M -553,621 Closed
AC
675
Albar Capital
United Kingdom
– -$10.9M -269,430 Closed
25 26
27
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