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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
EC
726
EdgeRock Capital
Colorado
– -$29.6K -868 Closed
ACA
727
Atlas Capital Advisors
Wyoming
– -$16.3K -456 Closed
GWS
728
Glassman Wealth Services
Virginia
– -$12.6K -351 Closed
SSB
729
Sandy Spring Bank
Maryland
– -$12.5K -350 Closed
WB
730
Webster Bank
Connecticut
– -$8.96K -250 Closed
LF
731
Lee Financial
Texas
– -$8.39K -234 Closed
TCWA
732
Turtle Creek Wealth Advisors
Texas
– -$7.89K -220 Closed
NRG
733
Nemes Rush Group
Michigan
– -$6.42K -179 Closed
PB
734
Pinnacle Bancorp
Nebraska
– -$5.81K -162 Closed
FWM
735
FSA Wealth Management
Massachusetts
– -$5K -150 Closed
SIC
736
Salem Investment Counselors
North Carolina
– -$4.66K -130 Closed
FMP
737
Financial Management Professionals
Texas
– -$4K -107 Closed
AT
738
Arlington Trust
Alabama
– -$2.94K -82 Closed
FMB
739
Field & Main Bank
Kentucky
– -$2.69K -75 Closed
BHWM
740
Bay Harbor Wealth Management
Maryland
– -$1.94K -54 Closed
VAG
741
VisionPoint Advisory Group
Texas
– -$1.94K -54 Closed
TCA
742
Trifecta Capital Advisors
Illinois
– -$1.86K -52 Closed
W
743
WealthCollab
Washington
– -$1.76K -49 Closed
UFF
744
USA Financial Formulas
Michigan
– -$1.4K -39 Closed
TVAMP
745
Tennessee Valley Asset Management Partners
Tennessee
– -$1.32K -37 Closed
First Manhattan
746
First Manhattan
New York
– -$1.22K -34 Closed
VWM
747
Venturi Wealth Management
Texas
– -$1.22K -34 Closed
AAP
748
Arax Advisory Partners
Colorado
– -$1.12K -31 Closed
CA
749
Clearstead Advisors
Ohio
– -$789 -22 Closed
DWA
750
Delos Wealth Advisors
Texas
– -$395 -11 Closed
27 28 29
30
31

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.