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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
WSC
701
Wellington Shields & Co
New York
-$247K -7,100 Closed
PF
702
Phoenix Financial
Israel
-$242K -7,000 Closed
SPC
703
Spirepoint Private Client
Florida
-$216K -6,208 Closed
CC
704
Corton Capital
Ontario, Canada
-$214K -6,149 Closed
ERIC
705
Eagle Rock Investment Company
Georgia
-$208K -6,000 Closed
BRWA
706
B. Riley Wealth Advisors
Florida
-$241K -5,975 Closed
Lido Advisors
707
Lido Advisors
California
-$206K -5,931 Closed
SFI
708
Siemens Fonds Invest
Germany
-$201K -5,779 Closed
GSB
709
Greenfield Savings Bank
Massachusetts
-$201K -5,773 Closed
VI
710
Vestcor Inc
New Brunswick, Canada
-$190K -5,467 Closed
Capstone Investment Advisors
711
Capstone Investment Advisors
New York
-$152K -4,366 Closed
TC
712
Truvestments Capital
Florida
-$150K -4,323 Closed
PCM
713
Penserra Capital Management
California
-$126K -3,642 Closed
AA
714
AlphaCentric Advisors
Puerto Rico
-$60.5K -1,742 Closed
EC
715
EntryPoint Capital
New York
-$56.8K -1,636 Closed
FIM
716
Fernwood Investment Management
Massachusetts
-$22.3K -642 Closed
BLC
717
Brown, Lisle/Cummings
Rhode Island
-$15.6K -450 Closed
ST
718
Smithfield Trust
Pennsylvania
-$10K -289 Closed
VL
719
Vima LLC
Michigan
-$9.73K -280 Closed
IGWM
720
ICA Group Wealth Management
Colorado
-$8.48K -244 Closed
CFO
721
CVA Family Office
Colorado
-$7.99K -230 Closed
TFIPS
722
Towarzystwo Funduszy Inwestycyjnych PZU SA
-$4.52K -130 Closed
CA
723
CoreCap Advisors
Michigan
-$3.75K -108 Closed
RTL
724
Red Tortoise LLC
Georgia
-$2.18K -63 Closed
FGAM
725
Financial Gravity Asset Management
Texas
-$2.04K -59 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.