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BorgWarner
BWA

707 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, 260 increasing their positions, 224 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 62

41% more call options, than puts

Call options by funds: $32.9M | Put options by funds: $23.3M

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

28% more capital invested

Capital invested by funds: $8.41B → $10.7B (+$2.33B)

16% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 224

9% more funds holding

Funds holding: 649 → 707 (+58)

1.71% more ownership

Funds ownership: 105.65% → 107.37% (+1.7%)

Holders
707
Holders Change
+58
Holders Change %
+8.94%
% of All Funds
11.27%
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
260
Reduced
224
Closed
62
Calls
$32.9M
Puts
$23.3M
Net Calls
+$9.56M
Net Calls Change
-$3.77M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$127M
2
Millennium Management
Millennium Management
New York
+$101M
3
UBS AM
UBS AM
Illinois
+$56.4M
4
CVA
Ceredex Value Advisors
Florida
+$37M
5
Holocene Advisors
Holocene Advisors
New York
+$29.6M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$62.4M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$61.2M
3
Victory Capital Management
Victory Capital Management
Texas
-$56.8M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$51.7M
5
Harris Associates
Harris Associates
Illinois
-$48.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
676
Brown Brothers Harriman & Co
New York
$2.55K -$2.98K -72 -55%
TCA
677
Trifecta Capital Advisors
Illinois
$2.55K – – –
GEA
678
Glen Eagle Advisors
New Jersey
$2.5K – – –
SWA
679
Sutton Wealth Advisors
Florida
$2.5K – – –
DI
680
Disciplined Investments
Oklahoma
$2.46K +$83 +2 +4%
AWM
681
Avior Wealth Management
Nebraska
$2.46K -$9.4K -227 -80%
MFT
682
Moisand Fitzgerald Tamayo
Florida
$2.41K – – –
EBA
683
Eagle Bay Advisors
New York
$2.41K -$455 -11 -16%
BWM
684
Baystate Wealth Management
Massachusetts
$2.14K – – –
HCP
685
Hexagon Capital Partners
Arkansas
$1.96K +$1.82K +44 +4,400%
TCOV
686
Trust Company of Vermont
Vermont
$1.82K +$1.66K +40 +2,000%
MBFW
687
Morton Brown Family Wealth
Pennsylvania
$1.72K +$1.66K +40 New
BWM
688
BerganKDV Wealth Management
Minnesota
$1.61K – – –
SSC
689
Syverson Strege & Co
Iowa
$1.18K +$1.12K +27 New
CA
690
Clearstead Advisors
Ohio
$1.13K +$1.08K +26 New
AAS
691
Ameritas Advisory Services
Nebraska
$1.08K +$1.03K +25 New
CSWM
692
Cassady Schiller Wealth Management
Ohio
$982 – – –
HCM
693
Hollencrest Capital Management
California
$982 – – –
MSFP
694
Mark Sheptoff Financial Planning
Connecticut
$884 – – –
AWM
695
Accel Wealth Management
Iowa
$841 – – –
TFM
696
TFC Financial Management
Massachusetts
$786 – – –
ECM
697
Everence Capital Management
Indiana
$730 – – –
Kayne Anderson Rudnick Investment Management
698
Kayne Anderson Rudnick Investment Management
California
$688 +$663 +16 New
VCM
699
Versant Capital Management
Arizona
$632 -$331 -8 -35%
DWA
700
Delos Wealth Advisors
Texas
$541 – – –
26 27
28
29 30

BWA Hedge Fund Activity: Q1 2023 in Review

707 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q1 2023, worth a combined $10.7B — up 28% from $8.41B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new BWA positions and 62 closed out — a net gain of 64 holders — while 260 added to existing stakes and 224 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $127M. The largest seller was American Century Companies, cutting an estimated $62.4M.

  • 707 institutional investors held BorgWarner (BWA) as of Q1 2023, up from 649 in Q4 2022.
  • Funds reported $10.7B of BorgWarner stock for Q1 2023, up 28% quarter-over-quarter.
  • 126 funds opened new BorgWarner positions in Q1 2023 and 62 closed out, a net change of +64 holders.
  • The largest BorgWarner buyer in Q1 2023 was Envestnet Asset Management, an estimated $127M added.
  • The largest BorgWarner seller in Q1 2023 was American Century Companies, an estimated $62.4M sold.

Based on aggregated 13F filings for Q1 2023.