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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
PI
676
PGGM Investments
Netherlands
– -$1.12M -31,160 Closed
DTL
677
Dynamic Technology Lab
Singapore
– -$1.07M -29,756 Closed
RCM
678
Radnor Capital Management
Pennsylvania
– -$849K -23,690 Closed
HBT
679
Heartland Bank & Trust
Illinois
– -$827K -23,059 Closed
VWM
680
VCI Wealth Management
Missouri
– -$788K -21,977 Closed
EMPI
681
Elo Mutual Pension Insurance
Finland
– -$736K -20,522 Closed
HF
682
HRT Financial
New York
– -$652K -18,189 Closed
SSWM
683
Sheets Smith Wealth Management
North Carolina
– -$125K -17,429 Closed
ACM
684
Aquatic Capital Management
Illinois
– -$617K -17,200 Closed
P
685
Pitcairn
Pennsylvania
– -$589K -16,437 Closed
SI
686
Symmetry Investments
Jersey
– -$538K -15,000 Closed
SWM
687
SeaCrest Wealth Management
New York
– -$503K -14,375 Closed
Walleye Trading
688
Walleye Trading
New York
– -$464K -14,200 Closed
JSL
689
JT Stratford LLC
Georgia
– -$499K -13,932 Closed
OAM
690
Oxford Asset Management
United Kingdom
– -$498K -13,893 Closed
OWA
691
Outlook Wealth Advisors
Texas
– -$498K -13,879 Closed
APM
692
Advanced Portfolio Management
New York
– -$474K -13,213 Closed
AM
693
AGF Management
Ontario, Canada
– -$464K -12,956 Closed
I
694
InceptionR
California
– -$461K -12,852 Closed
HHAM
695
HITE Hedge Asset Management
Massachusetts
– -$457K -12,736 Closed
SC
696
Searle & Co
Connecticut
– -$441K -12,300 Closed
PP
697
Prudential plc
United Kingdom
– -$415K -11,586 Closed
Vontobel Holding
698
Vontobel Holding
Switzerland
– -$389K -10,855 Closed
RFC
699
Regions Financial Corp
Alabama
– -$388K -10,824 Closed
VHAM
700
Van Hulzen Asset Management
California
– -$385K -10,750 Closed
26 27
28
29 30

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.