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BorgWarner
BWA

655 hedge funds and large institutions have $7.75B invested in BorgWarner in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 220 increasing their positions, 283 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $49.8M | Put options by funds: $41.3M

1.14% more ownership

Funds ownership: 95.97% → 97.11% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4% less capital invested

Capital invested by funds: $8.08B → $7.75B (-$330M)

3% less funds holding

Funds holding: 677 → 655 (-22)

18% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 98

22% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 283

Holders
655
Holders Change
-22
Holders Change %
-3.25%
% of All Funds
9.44%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
80
Increased
220
Reduced
283
Closed
98
Calls
$49.8M
Puts
$41.3M
Net Calls
+$8.49M
Net Calls Change
-$40.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$123M
2
Victory Capital Management
Victory Capital Management
Texas
+$112M
3
Citadel Advisors
Citadel Advisors
Florida
+$107M
4
Millennium Management
Millennium Management
New York
+$47.4M
5
TCAM
Turtle Creek Asset Management
Ontario, Canada
+$38M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$208M
2
Morgan Stanley
Morgan Stanley
New York
-$133M
3
Boston Partners
Boston Partners
Massachusetts
-$83.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$55.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAMG
651
Voisard Asset Management Group
Michigan
$139 – – –
MAWCM
652
Mine & Arao Wealth Creation & Management
California
$105 +$98 +3 New
AFWM
653
Abich Financial Wealth Management
Virginia
$104 -$1.15K -35 -92%
Jones Financial Companies
654
Jones Financial Companies
Missouri
$35 -$57.2K -1,750 -100%
WA
655
WestEnd Advisors
North Carolina
$35 – – –
Diamond Hill Capital Management
656
Diamond Hill Capital Management
Ohio
– -$208M -5,814,316 Closed
Boston Partners
657
Boston Partners
Massachusetts
– -$83.9M -2,348,080 Closed
CCM
658
Cinctive Capital Management
New York
– -$10.2M -284,411 Closed
BCAM
659
Boston Common Asset Management
Massachusetts
– -$7.86M -219,178 Closed
AT
660
AMF Tjänstepension
Sweden
– -$7.82M -218,130 Closed
TG
661
TCW Group
California
– -$5.57M -155,342 Closed
PCOC
662
Power Corp of Canada
Canada
– -$3.83M -106,849 Closed
BGIM
663
Brandywine Global Investment Management
Pennsylvania
– -$3.75M -104,654 Closed
Mercer Global Advisors
664
Mercer Global Advisors
Colorado
– -$3.69M -102,851 Closed
OIAM
665
OFI Invest Asset Management
France
– -$3.05M -85,134 Closed
Hudson Bay Capital Management
666
Hudson Bay Capital Management
Connecticut
– -$2.69M -75,000 Closed
HSA
667
Hussman Strategic Advisors
Maryland
– -$2.26M -63,000 Closed
DIA
668
Dana Investment Advisors
Wisconsin
– -$1.99M -55,571 Closed
BWM
669
Bulltick Wealth Management
Florida
– -$1.74M -48,402 Closed
SW
670
SteelPeak Wealth
California
– -$1.62M -45,267 Closed
KOC
671
Koss-Olinger Consulting
Florida
– -$1.48M -41,186 Closed
CC
672
Centiva Capital
New York
– -$1.33M -37,044 Closed
HW
673
Hancock Whitney
Mississippi
– -$1.31M -36,641 Closed
SCM
674
Silvant Capital Management
Georgia
– -$1.21M -33,751 Closed
AI
675
Atria Investments
North Carolina
– -$1.19M -33,201 Closed
25 26
27
28 29

BWA Hedge Fund Activity: Q1 2024 in Review

655 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q1 2024, worth a combined $7.75B — down 4.1% from $8.08B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of BWA and 80 opened new positions — a net loss of 18 holders — while 283 trimmed existing stakes and 220 added.

The largest buyer was AllianceBernstein, adding an estimated $123M. The largest seller was Diamond Hill Capital Management, exiting entirely with an estimated $208M sold.

  • 655 institutional investors held BorgWarner (BWA) as of Q1 2024, down from 677 in Q4 2023.
  • Funds reported $7.75B of BorgWarner stock for Q1 2024, down 4.1% quarter-over-quarter.
  • 80 funds opened new BorgWarner positions in Q1 2024 and 98 closed out, a net change of -18 holders.
  • The largest BorgWarner buyer in Q1 2024 was AllianceBernstein, an estimated $123M added.
  • The largest BorgWarner seller in Q1 2024 was Diamond Hill Capital Management, an estimated $208M sold.

Based on aggregated 13F filings for Q1 2024.