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BorgWarner
BWA

649 hedge funds and large institutions have $8.41B invested in BorgWarner in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 235 increasing their positions, 212 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 64

52% more call options, than puts

Call options by funds: $38.9M | Put options by funds: $25.6M

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

24% more capital invested

Capital invested by funds: $6.8B → $8.41B (+$1.61B)

11% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 212

8% more funds holding

Funds holding: 601 → 649 (+48)

1.51% more ownership

Funds ownership: 104.14% → 105.65% (+1.5%)

Holders
649
Holders Change
+48
Holders Change %
+7.99%
% of All Funds
10.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
120
Increased
235
Reduced
212
Closed
64
Calls
$38.9M
Puts
$25.6M
Net Calls
+$13.3M
Net Calls Change
-$865K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$48.6M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$28.8M
3
BlackRock
BlackRock
New York
+$27.3M
4
Prudential Financial
Prudential Financial
New Jersey
+$26.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$21.9M

Top Sellers

1
BCIM
Black Creek Investment Management
Ontario, Canada
-$70.4M
2
KP
Kiltearn Partners
United Kingdom
-$49.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$38.6M
4
UBS AM
UBS AM
Illinois
-$34.3M
5
American Century Companies
American Century Companies
Missouri
-$23.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wolverine Trading
676
Wolverine Trading
Illinois
– -$534K -19,152 Closed
MM
677
MQS Management
New York
– -$512K -18,525 Closed
BAM
678
Blueshift Asset Management
New Jersey
– -$511K -18,501 Closed
OPPTF
679
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$485K -16,879 Closed
VF
680
Virtu Financial
New York
– -$431K -15,594 Closed
OQS
681
Occudo Quantitative Strategies
Florida
– -$415K -15,025 Closed
1WA
682
180 Wealth Advisors
Washington
– -$367K -13,274 Closed
GCM
683
Graham Capital Management
Connecticut
– -$321K -11,632 Closed
CL
684
CSS LLC
Illinois
– -$283K -10,224 Closed
RRA
685
Round Rock Advisors
Connecticut
– -$283K -10,224 Closed
TI
686
Tidal Investments
Wisconsin
– -$267K -9,659 Closed
FLPIM
687
F.L. Putnam Investment Management
Massachusetts
– -$265K -9,599 Closed
VAM
688
Verity Asset Management
North Carolina
– -$244K -8,824 Closed
IAA
689
Independent Advisor Alliance
North Carolina
– -$236K -8,543 Closed
WB
690
West Bancorporation
Iowa
– -$86K -3,098 Closed
IUHSA
691
Itau Unibanco Holding S.A.
Brazil
– -$85K -3,072 Closed
HL
692
Harding Loevner
New Jersey
– -$80K -2,890 Closed
IAMOG
693
Investors Asset Management of Georgia
Georgia
– -$64K -2,329 Closed
Group One Trading
694
Group One Trading
Illinois
– -$63.4K -1,864 Closed
CM
695
Caption Management
Oklahoma
– -$25K -909 Closed
JFA
696
JNBA Financial Advisors
Minnesota
– -$10K -346 Closed
MA
697
MUFG Americas
New York
– -$9K -341 Closed
AIP
698
Almanack Investment Partners
Pennsylvania
– -$9K -312 Closed
EIP
699
Ellis Investment Partners
Pennsylvania
– -$6K -227 Closed
GWSG
700
GPS Wealth Strategies Group
Colorado
– -$6K -227 Closed
25 26 27
28
29

BWA Hedge Fund Activity: Q4 2022 in Review

649 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2022, worth a combined $8.41B — up 24% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new BWA positions and 64 closed out — a net gain of 56 holders — while 235 added to existing stakes and 212 trimmed.

The largest buyer was Norges Bank, adding an estimated $48.6M. The largest seller was Black Creek Investment Management, cutting an estimated $70.4M.

  • 649 institutional investors held BorgWarner (BWA) as of Q4 2022, up from 601 in Q3 2022.
  • Funds reported $8.41B of BorgWarner stock for Q4 2022, up 24% quarter-over-quarter.
  • 120 funds opened new BorgWarner positions in Q4 2022 and 64 closed out, a net change of +56 holders.
  • The largest BorgWarner buyer in Q4 2022 was Norges Bank, an estimated $48.6M added.
  • The largest BorgWarner seller in Q4 2022 was Black Creek Investment Management, an estimated $70.4M sold.

Based on aggregated 13F filings for Q4 2022.