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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
Swedbank
76
Swedbank
Sweden
$14M – – –
SO
77
STRS Ohio
Ohio
$13.9M -$1.55M -47,303 -11%
AAF
78
Andra AP-fonden
Sweden
$13.8M +$13M +396,500 New
GAM
79
Gotham Asset Management
New York
$13.8M +$6.05M +185,074 +88%
MI
80
MMCAP International
Cayman Islands
$13.5M +$8.94M +273,432 +238%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$13.4M -$1.19M -36,249 -9%
LWIC
82
Leith Wheeler Investment Counsel
British Columbia, Canada
$13.3M +$1.57M +48,020 +14%
T. Rowe Price Investment Management
83
T. Rowe Price Investment Management
Maryland
$13.1M +$12.3M +377,300 New
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$13.1M +$94.2K +2,881 +1%
Cerity Partners
85
Cerity Partners
New York
$13M +$1.91M +58,270 +18%
KAM
86
Kopion Asset Management
Texas
$13M +$2.42M +74,115 +25%
SRC
87
Shufro Rose & Co
New York
$12.7M +$447K +13,675 +4%
Prudential Financial
88
Prudential Financial
New Jersey
$12.6M -$4.16M -127,148 -26%
GI
89
GAMCO Investors
Connecticut
$12.4M -$13.1K -400 -0.1%
OPCM
90
Osborne Partners Capital Management
California
$12.4M +$5.45M +166,484 +87%
AAIS
91
ABN AMRO Investment Solutions
$12.2M -$4.33M -132,250 -27%
Macquarie Group
92
Macquarie Group
Australia
$12M -$5.27M -161,124 -32%
Citigroup
93
Citigroup
New York
$11.7M -$2.94M -89,756 -21%
AQR Capital Management
94
AQR Capital Management
Connecticut
$11.6M -$2.25M -68,648 -17%
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$11.4M -$663K -20,260 -6%
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$11M -$396K -12,112 -4%
AWM
97
AE Wealth Management
Kansas
$11M +$1.08M +33,011 +12%
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$10.9M +$2.66M +81,264 +35%
EAM
99
Erste Asset Management
Austria
$10.8M +$126K +3,840 +1%
GF
100
Gabelli Funds
New York
$10.4M -$106K -3,250 -1%
2 3
4
5 6

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.