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BorgWarner
BWA

Overview Fund Activity

726 hedge funds and large institutions have $10.8B invested in BorgWarner in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 283 increasing their positions, 246 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+21
Holders Change %
+2.98%
% of All Funds
11.45%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
99
Increased
283
Reduced
246
Closed
76
Calls
$24.3M
Puts
$21.6M
Net Calls
+$2.72M
Net Calls Change
-$6.84M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$161M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$131M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$83.1M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$75.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$75.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24.9M
2
CVA
Ceredex Value Advisors
Florida
$0
3
Newport Trust Company
Newport Trust Company
District of Columbia
$0
4
American Century Companies
American Century Companies
Missouri
$173M
5
Citadel Advisors
Citadel Advisors
Florida
$389K
Name Holding Trade Value Shares
Change 		Shares
Change %
KI
776
Kapitalo Investimentos
Brazil
– -$116K -3,056 Closed
BAM
777
Belpointe Asset Management
Nevada
– -$107K -2,471 Closed
AP
778
Arlington Partners
Alabama
– -$103K -2,386 Closed
ECG
779
Edge Capital Group
Georgia
– -$91.7K -2,121 Closed
T
780
TOBAM
France
– -$77K -1,793 Closed
MIHAS
781
Maj Invest Holding A/S
Denmark
– -$74K -1,712 Closed
O
782
Ossiam
France
– -$64.4K -1,490 Closed
TWA
783
TCI Wealth Advisors
Arizona
– -$37.7K -872 Closed
EI
784
Ellevest Inc
New York
– -$15.7K -362 Closed
RMC
785
Resources Management Corp
Connecticut
– -$15K -341 Closed
CA
786
Crewe Advisors
Utah
– -$14.3K -332 Closed
SFG
787
Steward Financial Group
Texas
– -$10K -235 Closed
ST
788
Sageworth Trust
Pennsylvania
– -$8.94K -207 Closed
SC
789
Schubert & Co
Texas
– -$7.02K -162 Closed
SCA
790
Stonebridge Capital Advisors
Minnesota
– -$5.06K -117 Closed
KFS
791
Kelly Financial Services
Massachusetts
– -$2.8K -65 Closed
MBFW
792
Morton Brown Family Wealth
Pennsylvania
– -$1.72K -40 Closed
BWM
793
BerganKDV Wealth Management
Minnesota
– -$1.61K -37 Closed
SSC
794
Syverson Strege & Co
Iowa
– -$1.18K -27 Closed
CA
795
Clearstead Advisors
Ohio
– -$1.13K -26 Closed
AAS
796
Ameritas Advisory Services
Nebraska
– -$1.08K -25 Closed
HCM
797
Hollencrest Capital Management
California
– -$982 -23 Closed
AWM
798
Accel Wealth Management
Iowa
– -$841 -19 Closed
TFA
799
Toth Financial Advisory
Virginia
– -$442 -10 Closed
CAC
800
Core Alternative Capital
Georgia
– -$246 -6 Closed
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