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BorgWarner
BWA

Overview Fund Activity

650 hedge funds and large institutions have $7.71B invested in BorgWarner in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 219 increasing their positions, 280 reducing their positions, and 98 closing their positions.

Holders
650
Holders Change
-23
Holders Change %
-3.42%
% of All Funds
9.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
79
Increased
219
Reduced
280
Closed
98
Calls
$49.8M
Puts
$41.3M
Net Calls
+$8.49M
Net Calls Change
-$40.8M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$169M
2
Victory Capital Management
2
Victory Capital Management
Texas
$455M
3
Citadel Advisors
3
Citadel Advisors
Florida
$150M
4
Millennium Management
4
Millennium Management
New York
$71.9M
5
TCAM
5
Turtle Creek Asset Management
Ontario, Canada
$151M

Top Sellers

1
Diamond Hill Capital Management
1
Diamond Hill Capital Management
Ohio
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$137M
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$23.8M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
LF
726
Lee Financial
Texas
– – -234 Closed
TCWA
727
Turtle Creek Wealth Advisors
Texas
– – -220 Closed
NRG
728
Nemes Rush Group
Michigan
– – -179 Closed
PB
729
Pinnacle Bancorp
Nebraska
– – -162 Closed
FWM
730
FSA Wealth Management
Massachusetts
– – -150 Closed
SIC
731
Salem Investment Counselors
North Carolina
– – -130 Closed
FMP
732
Financial Management Professionals
Texas
– – -107 Closed
AT
733
Arlington Trust
Alabama
– – -82 Closed
FMB
734
Field & Main Bank
Kentucky
– – -75 Closed
BHWM
735
Bay Harbor Wealth Management
Maryland
– – -54 Closed
VAG
736
VisionPoint Advisory Group
Texas
– – -54 Closed
TCA
737
Trifecta Capital Advisors
Illinois
– – -52 Closed
W
738
WealthCollab
Washington
– – -49 Closed
UFF
739
USA Financial Formulas
Michigan
– – -39 Closed
TVAMP
740
Tennessee Valley Asset Management Partners
Tennessee
– – -37 Closed
VWM
741
Venturi Wealth Management
Texas
– – -34 Closed
First Manhattan
742
First Manhattan
New York
– – -34 Closed
AAP
743
Arax Advisory Partners
Colorado
– – -31 Closed
CA
744
Clearstead Advisors
Ohio
– – -22 Closed
DWA
745
Delos Wealth Advisors
Texas
– – -11 Closed
BCMLT
746
Beacon Capital Management LLC (Tennessee)
Tennessee
– – -10 Closed
WIA
747
Wetzel Investment Advisors
Indiana
– – -10 Closed
M
748
MOTCO
Texas
– – -2 Closed
GS
749
GTS Securities
New York
– – – –
CSS
750
Cubist Systematic Strategies
Connecticut
– – – –
27 28 29
30
31