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BorgWarner
BWA

Overview Fund Activity

674 hedge funds and large institutions have $8.05B invested in BorgWarner in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 214 increasing their positions, 277 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
-5
Holders Change %
-0.74%
% of All Funds
9.88%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
110
Increased
214
Reduced
277
Closed
107
Calls
$68.1M
Puts
$18.8M
Net Calls
+$49.3M
Net Calls Change
+$48.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$287M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$44M
3
Norges Bank
Norges Bank
Norway
$75.5M
4
Victory Capital Management
Victory Capital Management
Texas
$347M
5
Harris Associates
Harris Associates
Illinois
$393M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$18.1M
2
Boston Partners
Boston Partners
Massachusetts
$83.9M
3
Citadel Advisors
Citadel Advisors
Florida
$38.1M
4
Bank of America
Bank of America
North Carolina
$145M
5
CPC
Cookson Peirce & Co
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OTPPB
726
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$260K -6,439 Closed
MFS
727
Mirabella Financial Services
United Kingdom
– -$257K -6,372 Closed
GT
728
Greenleaf Trust
Michigan
– -$256K -6,352 Closed
RFN
729
Redwood Financial Network
Ohio
– -$253K -6,256 Closed
NW
730
NewEdge Wealth
Pennsylvania
– -$251K -6,206 Closed
KPWS
731
Kestra Private Wealth Services
Texas
– -$245K -6,075 Closed
BRWA
732
B. Riley Wealth Advisors
Florida
– -$241K -5,975 Closed
GIA
733
Gateway Investment Advisers
Ohio
– -$239K -5,917 Closed
ISL
734
Ingalls & Snyder LLC
New York
– -$236K -5,855 Closed
SW
735
SVB Wealth
Massachusetts
– -$231K -5,721 Closed
WA
736
Wealth Alliance
New York
– -$225K -5,570 Closed
OWA
737
One Wealth Advisors
California
– -$224K -5,560 Closed
ILI
738
Invesco LLC (Illinois)
Illinois
– -$224K -5,556 Closed
BWM
739
Buckley Wealth Management
Nevada
– -$223K -5,533 Closed
DEA
740
DoubleLine ETF Adviser
Florida
– -$218K -5,395 Closed
LFM
741
LGT Fund Management
Liechtenstein
– -$211K -5,300 Closed
RP
742
Riverwater Partners
Wisconsin
– -$213K -5,280 Closed
SWA
743
SFMG Wealth Advisors
Texas
– -$212K -5,260 Closed
MWPCG
744
Measured Wealth Private Client Group
New Hampshire
– -$212K -5,250 Closed
CIBC World Market
745
CIBC World Market
Ontario, Canada
– -$211K -5,222 Closed
BB
746
Bell Bank
North Dakota
– -$210K -5,213 Closed
NA
747
Navellier & Associates
Nevada
– -$209K -5,177 Closed
MA
748
MONECO Advisors
Connecticut
– -$205K -5,070 Closed
IFPG
749
Intrepid Financial Planning Group
Indiana
– -$204K -5,054 Closed
FSA
750
Financial Security Advisor
Virginia
– -$202K -4,997 Closed
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30
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