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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 %
SWA
676
Sutton Wealth Advisors
Florida
$2.51K – – –
GEA
677
Glen Eagle Advisors
New Jersey
$2.51K – – –
DI
678
Disciplined Investments
Oklahoma
$2.46K +$86 +2 +4%
AWM
679
Avior Wealth Management
Nebraska
$2.46K -$9.78K -227 -80%
MFT
680
Moisand Fitzgerald Tamayo
Florida
$2.41K – – –
EBA
681
Eagle Bay Advisors
New York
$2.41K -$473 -11 -16%
BWM
682
Baystate Wealth Management
Massachusetts
$2.14K – – –
HCP
683
Hexagon Capital Partners
Arkansas
$1.96K +$1.92K +44 +4,400%
TCOV
684
Trust Company of Vermont
Vermont
$1.82K +$1.73K +40 +2,000%
MBFW
685
Morton Brown Family Wealth
Pennsylvania
$1.72K +$1.72K +40 New
BWM
686
BerganKDV Wealth Management
Minnesota
$1.61K – – –
SSC
687
Syverson Strege & Co
Iowa
$1.18K +$1.18K +27 New
CA
688
Clearstead Advisors
Ohio
$1.13K +$1.13K +26 New
AAS
689
Ameritas Advisory Services
Nebraska
$1.08K +$1.08K +25 New
CSWM
690
Cassady Schiller Wealth Management
Ohio
$982 – – –
HCM
691
Hollencrest Capital Management
California
$982 – – –
MSFP
692
Mark Sheptoff Financial Planning
Connecticut
$884 – – –
AWM
693
Accel Wealth Management
Iowa
$841 – – –
TFM
694
TFC Financial Management
Massachusetts
$786 – – –
ECM
695
Everence Capital Management
Indiana
$730 – – –
Kayne Anderson Rudnick Investment Management
696
Kayne Anderson Rudnick Investment Management
California
$688 +$688 +16 New
VCM
697
Versant Capital Management
Arizona
$632 -$337 -8 -35%
DWA
698
Delos Wealth Advisors
Texas
$541 – – –
TWP
699
TFO Wealth Partners
Ohio
$540 +$270 +6 +100%
BCMLT
700
Beacon Capital Management LLC (Tennessee)
Tennessee
$502 – – –
26 27
28
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