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BorgWarner

635 hedge funds and large institutions have $7.14B invested in BorgWarner in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 222 increasing their positions, 244 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $40.2M

0.1% more ownership

Funds ownership: 97.11%97.21% (+0.1%)

9% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 244

3% less funds holding

Funds holding: 655635 (-20)

8% less capital invested

Capital invested by funds: $7.75B → $7.14B (-$613M)

11% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 103

Holders
635
Holders Change
-20
Holders Change %
-3.05%
% of All Funds
9.17%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
92
Increased
222
Reduced
244
Closed
103
Calls
$44.1M
Puts
$40.2M
Net Calls
+$3.92M
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
676
Semanteon Capital Management
Massachusetts
-$603K -17,370 Closed
DADC
677
D.A. Davidson & Co
Montana
-$547K -15,755 Closed
SPA
678
Sherbrooke Park Advisers
New York
-$508K -14,611 Closed
PAM
679
Panagora Asset Management
Massachusetts
-$467K -13,446 Closed
William Blair Investment Management
680
William Blair Investment Management
Illinois
-$428K -12,321 Closed
RWM
681
Ritholtz Wealth Management
New York
-$409K -11,766 Closed
TW
682
TritonPoint Wealth
Maryland
-$414K -11,689 Closed
AIM
683
Aigen Investment Management
New York
-$404K -11,642 Closed
MFS
684
Mirabella Financial Services
United Kingdom
-$397K -11,429 Closed
MGIA
685
Moneta Group Investment Advisors
Missouri
-$381K -10,981 Closed
APG Asset Management
686
APG Asset Management
Netherlands
-$334K -10,398 Closed
ALAM
687
Asahi Life Asset Management
Japan
-$353K -10,170 Closed
FT
688
Fiduciary Trust
Massachusetts
-$344K -9,908 Closed
BC
689
Bridgefront Capital
Texas
-$343K -9,878 Closed
EOJOAM
690
E. Ohman J:or Asset Management
Sweden
-$337K -9,700 Closed
VCA
691
Verdence Capital Advisors
Maryland
-$329K -9,459 Closed
MLICM
692
Metropolitan Life Insurance Company (MetLife)
New York
-$322K -9,266 Closed
SMC
693
Smith, Moore & Co
Missouri
-$307K -8,841 Closed
TMAM
694
Tokio Marine Asset Management
Japan
-$301K -8,655 Closed
Assenagon Asset Management
695
Assenagon Asset Management
Luxembourg
-$286K -8,243 Closed
LAM
696
L2 Asset Management
Massachusetts
-$281K -8,093 Closed
PCH
697
Polar Capital Holdings
United Kingdom
-$278K -8,000 Closed
AI
698
AXS Investments
New York
-$277K -7,970 Closed
KA
699
Kovack Advisors
Florida
-$266K -7,667 Closed
MGP
700
Metis Global Partners
California
-$260K -7,474 Closed

BWA Hedge Fund Activity: Q2 2024 in Review

635 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q2 2024, worth a combined $7.14B — down 7.9% from $7.75B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of BWA and 92 opened new positions — a net loss of 11 holders — while 244 trimmed existing stakes and 222 added.

The largest buyer was Balyasny Asset Management, adding an estimated $127M. The largest seller was BlackRock, cutting an estimated $93.1M.

  • 635 institutional investors held BorgWarner (BWA) as of Q2 2024, down from 655 in Q1 2024.
  • Funds reported $7.14B of BorgWarner stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 92 funds opened new BorgWarner positions in Q2 2024 and 103 closed out, a net change of -11 holders.
  • The largest BorgWarner buyer in Q2 2024 was Balyasny Asset Management, an estimated $127M added.
  • The largest BorgWarner seller in Q2 2024 was BlackRock, an estimated $93.1M sold.

Based on aggregated 13F filings for Q2 2024.