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BorgWarner

612 hedge funds and large institutions have $7.28B invested in BorgWarner in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 230 increasing their positions, 225 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $42.4M | Put options by funds: $30.2M

15% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 66

2% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 225

0% more funds holding

Funds holding: 612612 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.89% less ownership

Funds ownership: 104.81%103.93% (-0.89%)

14% less capital invested

Capital invested by funds: $8.42B → $7.28B (-$1.14B)

Holders
612
Holders Change
Holders Change %
0%
% of All Funds
10.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
76
Increased
230
Reduced
225
Closed
66
Calls
$42.4M
Puts
$30.2M
Net Calls
+$12.2M
Net Calls Change
+$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$23.8M -$9.27M -281,436 -26%
N
52
Nuveen
North Carolina
$20.5M -$5.36M -162,817 -19%
APG Asset Management
53
APG Asset Management
Netherlands
$19.9M -$37.4K -1,136 -0.2%
Retirement Systems of Alabama
54
Retirement Systems of Alabama
Alabama
$19.6M +$19M +578,425 +641%
CS
55
Credit Suisse
Switzerland
$19.3M +$259K +7,868 +1%
RMDI
56
R.M. Davis Inc
Maine
$19.3M -$789K -23,946 -4%
Swedbank
57
Swedbank
Sweden
$18.4M +$3.12M +94,768 +18%
Citadel Advisors
58
Citadel Advisors
Florida
$17.2M +$11.1M +337,982 +137%
SO
59
STRS Ohio
Ohio
$16M -$2.29M -69,477 -11%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$15.4M +$1.36M +41,308 +9%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$15.3M -$1.18M -35,703 -6%
Barclays
62
Barclays
United Kingdom
$15.2M +$3.25M +98,657 +24%
JP Morgan Chase
63
JP Morgan Chase
New York
$14.8M +$2.71M +82,325 +19%
Canada Life
64
Canada Life
Manitoba, Canada
$13.7M -$683K -20,742 -4%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$13.1M +$144K +4,377 +1%
Axa
66
Axa
France
$13.1M +$800K +24,286 +6%
WCM
67
Wedge Capital Management
North Carolina
$12.8M -$241K -7,308 -2%
GI
68
GAMCO Investors
Connecticut
$12.6M -$89.8K -2,726 -0.6%
Principal Financial Group
69
Principal Financial Group
Iowa
$12.2M +$2.65M +80,368 +24%
LI
70
Leeward Investments
Massachusetts
$11.7M -$112K -3,398 -0.8%
Prudential Financial
71
Prudential Financial
New Jersey
$11.4M -$217K -6,588 -2%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$11.2M -$1.01M -30,700 -7%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$11M +$1.87M +56,819 +18%
RJA
74
Raymond James & Associates
Florida
$11M -$2.7M -81,975 -18%
GF
75
Gabelli Funds
New York
$10.7M

BWA Hedge Fund Activity: Q2 2022 in Review

612 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q2 2022, worth a combined $7.28B — down 14% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BWA positions and 66 closed out — a net gain of 10 holders — while 230 added to existing stakes and 225 trimmed.

The largest buyer was Newport Trust Company, opening a new position worth an estimated $66.8M. The largest seller was BlackRock, cutting an estimated $64.2M.

  • 612 institutional investors held BorgWarner (BWA) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $7.28B of BorgWarner stock for Q2 2022, down 14% quarter-over-quarter.
  • 76 funds opened new BorgWarner positions in Q2 2022 and 66 closed out, a net change of +10 holders.
  • The largest BorgWarner buyer in Q2 2022 was Newport Trust Company, an estimated $66.8M added.
  • The largest BorgWarner seller in Q2 2022 was BlackRock, an estimated $64.2M sold.

Based on aggregated 13F filings for Q2 2022.