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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 %
BBHC
701
Brown Brothers Harriman & Co
New York
$2.25K -$303 -7 -12%
BWM
702
Baystate Wealth Management
Massachusetts
$2.14K – – –
Kayne Anderson Rudnick Investment Management
703
Kayne Anderson Rudnick Investment Management
California
$1.86K +$1.17K +27 +169%
SS
704
Sunbelt Securities
Texas
$1.47K -$2.2K -51 -60%
M
705
MOTCO
Texas
$1.27K +$1.27K +30 New
SIA
706
SkyView Investment Advisors
New Jersey
$1K +$500 +10 +100%
IGAM
707
iA Global Asset Management
Quebec, Canada
$1K +$1K +33 New
CSWM
708
Cassady Schiller Wealth Management
Ohio
$978 – – –
MSFP
709
Mark Sheptoff Financial Planning
Connecticut
$880 – – –
VCM
710
Versant Capital Management
Arizona
$880 +$220 +5 +33%
FGAM
711
Financial Gravity Asset Management
Texas
$820 +$820 +56 New
TFM
712
TFC Financial Management
Massachusetts
$783 – – –
AAP
713
Arax Advisory Partners
Colorado
$685 -$2.06K -48 -75%
VWM
714
Venturi Wealth Management
Texas
$685 +$685 +16 New
AWM
715
Abound Wealth Management
Tennessee
$590 +$590 +14 New
DWA
716
Delos Wealth Advisors
Texas
$539 – – –
CSS
717
Cubist Systematic Strategies
Connecticut
$538 -$2.84M -63,450 -100%
HCP
718
Hexagon Capital Partners
Arkansas
$538 -$1.48K -33 -73%
TWP
719
TFO Wealth Partners
Ohio
$538 – – –
2L
720
25 LLC
Missouri
$517 – – –
BCMLT
721
Beacon Capital Management LLC (Tennessee)
Tennessee
$502 – – –
TWD
722
True Wealth Design
Ohio
$490 +$89 +2 +22%
TCOV
723
Trust Company of Vermont
Vermont
$98 -$1.96K -40 -95%
Comerica Bank
724
Comerica Bank
Texas
$1 +$1 +754,273 New
CVA
725
Ceredex Value Advisors
Florida
– -$78.4M -1,812,648 Closed
27 28
29
30 31