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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
Two Sigma Investments
51
Two Sigma Investments
New York
$24.3M +$22.8M +698,329 New
Robeco Institutional Asset Management
52
Robeco Institutional Asset Management
Netherlands
$24M -$3.07M -93,809 -12%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$23.8M -$68.5M -2,093,411 -75%
Renaissance Technologies
54
Renaissance Technologies
New York
$23.4M +$22.1M +674,398 New
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$23M -$1.19M -36,474 -5%
SIM
56
Sprucegrove Investment Management
Ontario, Canada
$21.4M +$7.51M +229,600 +60%
Voloridge Investment Management
57
Voloridge Investment Management
Florida
$20.9M +$19.7M +600,874 New
Russell Investments Group
58
Russell Investments Group
United Kingdom
$20.5M +$1.17M +35,746 +6%
CS
59
Credit Suisse
Switzerland
$20M +$94.4K +2,887 +0.5%
UBS Group
60
UBS Group
Switzerland
$19.4M +$7.55M +230,954 +71%
Man Group
61
Man Group
United Kingdom
$18.9M +$8.01M +244,865 +82%
KBC Group
62
KBC Group
Belgium
$18.6M +$2.8M +85,707 +19%
Point72 Asset Management
63
Point72 Asset Management
Connecticut
$18.5M +$5.08M +155,310 +41%
First Trust Advisors
64
First Trust Advisors
Illinois
$18.2M -$3.06M -93,478 -15%
TRSOTSOK
65
Teachers Retirement System of the State of Kentucky
Kentucky
$17.8M -$1.87M -57,028 -10%
SFA
66
Sequoia Financial Advisors
Ohio
$17.7M +$1.68M +51,318 +11%
Wells Fargo
67
Wells Fargo
California
$17.7M -$6.96M -212,932 -29%
Natixis Advisors
68
Natixis Advisors
Massachusetts
$16.9M -$1.58M -48,204 -9%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$16.4M -$366K -11,199 -2%
Ameriprise
70
Ameriprise
Minnesota
$15.9M -$28.7M -876,002 -66%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$15.4M -$878K -26,831 -6%
BRA
72
Biechele Royce Advisors
Indiana
$14.8M +$1.04M +31,902 +8%
WCM
73
Wedge Capital Management
North Carolina
$14.2M +$2M +61,041 +17%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$14.2M -$6.94M -212,132 -34%
Acadian Asset Management
75
Acadian Asset Management
Massachusetts
$14.1M – – –
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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.