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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 %
AA
751
Ancora Advisors
Ohio
– -$180K -4,470 Closed
WBC
752
Westpac Banking Corp
Australia
– -$120K -2,979 Closed
BCM
753
BluePath Capital Management
Georgia
– -$98.4K -2,437 Closed
AA
754
AlphaCentric Advisors
Puerto Rico
– -$90.7K -2,246 Closed
NL
755
NKCFO LLC
Illinois
– -$62K -1,540 Closed
SIM
756
Sentry Investment Management
Wisconsin
– -$56K -1,381 Closed
IG
757
ING Group
Netherlands
– -$52.9K -1,310 Closed
AWM
758
AllSquare Wealth Management
New York
– -$49K -1,213 Closed
LAM
759
L2 Asset Management
Massachusetts
– -$2.53M -1,095 Closed
CSPIA
760
Cary Street Partners Investment Advisory
Virginia
– -$40.4K -1,000 Closed
FRA
761
Front Row Advisors
California
– -$36.1K -894 Closed
HT
762
Headlands Technologies
Illinois
– -$27.9K -692 Closed
WWP
763
WR Wealth Planners
Missouri
– -$20.2K -500 Closed
RTC
764
Riverview Trust Company
Washington
– -$15.1K -375 Closed
BAAM
765
Baker Avenue Asset Management
California
– -$13.4K -331 Closed
BC
766
Barrett & Company
Rhode Island
– -$10.1K -250 Closed
MIM
767
Macroview Investment Management
Maryland
– -$6.66K -165 Closed
Fisher Asset Management
768
Fisher Asset Management
Washington
– -$5.85K -145 Closed
AGWCA
769
Annis Gardner Whiting Capital Advisors
Florida
– -$4.72K -117 Closed
APW
770
Acima Private Wealth
Virginia
– -$4.44K -110 Closed
IBOK
771
Independence Bank of Kentucky
Kentucky
– -$4.04K -100 Closed
RWPA
772
Richard W. Paul & Associates
Michigan
– -$2.71K -67 Closed
GFPC
773
Global Financial Private Client
Florida
– -$2.31K -58 Closed
MFT
774
Moisand Fitzgerald Tamayo
Florida
– -$1.98K -49 Closed
IPW
775
Impact Partnership Wealth
Georgia
– -$1.78K -44 Closed
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