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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
KWM
701
Kingsview Wealth Management
Oregon
– -$377K -10,528 Closed
WANY
702
Wealthspire Advisors (New York)
New York
– -$364K -10,151 Closed
RJT
703
Raymond James Trust
Florida
– -$363K -10,137 Closed
GVAG
704
Great Valley Advisor Group
Delaware
– -$326K -9,108 Closed
BAM
705
Blueshift Asset Management
New Jersey
– -$326K -9,095 Closed
FA
706
FDx Advisors
Illinois
– -$313K -8,727 Closed
LCM
707
Landscape Capital Management
New Jersey
– -$280K -7,807 Closed
JFG
708
Jefferies Financial Group
New York
– -$263K -7,329 Closed
PVH
709
Psagot Value Holdings
Israel
– -$252K -7,000 Closed
NP
710
Nilsine Partners
Colorado
– -$243K -6,786 Closed
MM
711
MQS Management
New York
– -$223K -6,229 Closed
IFU
712
iSAM Funds (UK)
United Kingdom
– -$220K -6,126 Closed
Marshall Wace
713
Marshall Wace
United Kingdom
– -$217K -6,047 Closed
NSIM
714
North Star Investment Management
Illinois
– -$215K -6,000 Closed
WS
715
Wedbush Securities
California
– -$214K -5,966 Closed
IA
716
IFG Advisory
Georgia
– -$209K -5,832 Closed
QT
717
Quantbot Technologies
New York
– -$205K -5,713 Closed
BIAS
718
Beacon Investment Advisory Services
New Jersey
– -$202K -5,647 Closed
JWCA
719
J.W. Coons Advisors
Ohio
– -$201K -5,600 Closed
Public Sector Pension Investment Board (PSP Investments)
720
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$193K -5,373 Closed
GC
721
Globeflex Capital
California
– -$184K -5,130 Closed
DI
722
DAGCO Inc
Ohio
– -$172K -4,797 Closed
UCB
723
United Community Bank
South Carolina
– -$74.5K -2,079 Closed
OA
724
Operose Advisors
Wisconsin
– -$37.8K -1,054 Closed
WWM
725
Wolff Wiese Magana
California
– -$36K -1,005 Closed
27 28
29
30 31

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.