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BorgWarner
BWA

Overview Fund Activity

726 hedge funds and large institutions have $10.8B invested in BorgWarner in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 283 increasing their positions, 246 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+21
Holders Change %
+2.98%
% of All Funds
11.45%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
99
Increased
283
Reduced
246
Closed
76
Calls
$24.3M
Puts
$21.6M
Net Calls
+$2.72M
Net Calls Change
-$6.84M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$161M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$131M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$83.1M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$75.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$75.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.9M
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
Newport Trust Company
3
Newport Trust Company
District of Columbia
$0
4
American Century Companies
4
American Century Companies
Missouri
$173M
5
Citadel Advisors
5
Citadel Advisors
Florida
$389K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFC
676
Mechanics Financial Corp
Ohio
$7.83K – – –
FMII
677
Farmers & Merchants Investments Inc
Nebraska
$7.09K – – –
Fisher Asset Management
678
Fisher Asset Management
Washington
$7.09K – – –
GKIM
679
GW&K Investment Management
Massachusetts
$6K +$6K +128 New
CAS
680
Coppell Advisory Solutions
Texas
$5.78K +$5.78K +136 New
FCAG
681
First Capital Advisors Group
New Jersey
$5.48K +$5.48K +127 New
APW
682
Acima Private Wealth
Virginia
$5.38K – – –
GI
683
Gradient Investments
Minnesota
$5.33K +$516 +12 +11%
CAL
684
Capital Advisors Ltd
Ohio
$5K – – –
PFG
685
Piershale Financial Group
Illinois
$4.89K – – –
IBOK
686
Independence Bank of Kentucky
Kentucky
$4.89K – – –
BWA
687
BDO Wealth Advisors
Florida
$4.4K +$4.4K +102 New
SIC
688
SJS Investment Consulting
Ohio
$3.13K -$472 -11 -13%
RTL
689
Red Tortoise LLC
Georgia
$3.08K – – –
BAM
690
Byrne Asset Management
New Jersey
$3K – – –
PP
691
PrairieView Partners
Minnesota
$3K +$3K +73 New
GFPC
692
Global Financial Private Client
Florida
$2.9K +$2.9K +66 New
KFI
693
Key Financial Inc
Pennsylvania
$2.59K – – –
TCA
694
Trifecta Capital Advisors
Illinois
$2.54K – – –
GEA
695
Glen Eagle Advisors
New Jersey
$2.5K – – –
SWA
696
Sutton Wealth Advisors
Florida
$2.49K – – –
AWM
697
Avior Wealth Management
Nebraska
$2.45K – – –
MFT
698
Moisand Fitzgerald Tamayo
Florida
$2.4K – – –
EBA
699
Eagle Bay Advisors
New York
$2.4K – – –
DI
700
Disciplined Investments
Oklahoma
$2.35K -$85 -2 -4%
26 27
28
29 30