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BorgWarner

635 hedge funds and large institutions have $7.14B invested in BorgWarner in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 222 increasing their positions, 244 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $40.2M

0.1% more ownership

Funds ownership: 97.11%97.21% (+0.1%)

9% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 244

3% less funds holding

Funds holding: 655635 (-20)

8% less capital invested

Capital invested by funds: $7.75B → $7.14B (-$613M)

11% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 103

Holders
635
Holders Change
-20
Holders Change %
-3.05%
% of All Funds
9.17%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
92
Increased
222
Reduced
244
Closed
103
Calls
$44.1M
Puts
$40.2M
Net Calls
+$3.92M
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$12.5M -$13.3M -383,208 -50%
GAM
77
Gotham Asset Management
New York
$12.4M -$344K -9,944 -3%
WCM
78
Wedge Capital Management
North Carolina
$12.1M -$1.19M -34,281 -8%
CIM
79
Cambria Investment Management
California
$11.9M +$12.7M +367,982 New
SRC
80
Shufro Rose & Co
New York
$11.9M +$105K +3,022 +0.8%
OPCM
81
Osborne Partners Capital Management
California
$11.6M +$96.7K +2,793 +0.8%
KAM
82
Kopion Asset Management
Texas
$11.6M -$523K -15,114 -4%
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$11.5M -$1.76M -50,689 -12%
GI
84
GAMCO Investors
Connecticut
$11.5M -$13.8K -400 -0.1%
TC
85
TwinBeech Capital
New York
$11.2M +$8.01M +231,212 +199%
AWM
86
AE Wealth Management
Kansas
$11.2M +$1.06M +30,714 +10%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$11.2M +$446K +12,873 +4%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$10.9M +$351K +10,143 +3%
AAIS
89
ABN AMRO Investment Solutions
$10.9M -$460K -13,273 -4%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$10.8M +$6.13M +177,122 +112%
Macquarie Group
91
Macquarie Group
Australia
$10.8M -$352K -10,169 -3%
EAM
92
Erste Asset Management
Austria
$9.86M -$168K -4,845 -2%
Citigroup
93
Citigroup
New York
$9.66M -$1.25M -35,986 -11%
GF
94
Gabelli Funds
New York
$9.66M
CIM
95
Corda Investment Management
Texas
$9.47M +$91.1K +2,631 +0.9%
RCW
96
Rheos Capital Works
Japan
$9.26M +$1M +29,000 +11%
AT
97
AMF Tjänstepension
Sweden
$9.08M +$9.74M +281,349 New
AA
98
ALPS Advisors
Colorado
$9.03M +$1.33M +38,425 +16%
TI
99
Trexquant Investment
Connecticut
$8.72M +$9.36M +270,443 New
KBC Group
100
KBC Group
Belgium
$8.51M -$9.37M -270,526 -51%

BWA Hedge Fund Activity: Q2 2024 in Review

635 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q2 2024, worth a combined $7.14B — down 7.9% from $7.75B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of BWA and 92 opened new positions — a net loss of 11 holders — while 244 trimmed existing stakes and 222 added.

The largest buyer was Balyasny Asset Management, adding an estimated $127M. The largest seller was BlackRock, cutting an estimated $93.1M.

  • 635 institutional investors held BorgWarner (BWA) as of Q2 2024, down from 655 in Q1 2024.
  • Funds reported $7.14B of BorgWarner stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 92 funds opened new BorgWarner positions in Q2 2024 and 103 closed out, a net change of -11 holders.
  • The largest BorgWarner buyer in Q2 2024 was Balyasny Asset Management, an estimated $127M added.
  • The largest BorgWarner seller in Q2 2024 was BlackRock, an estimated $93.1M sold.

Based on aggregated 13F filings for Q2 2024.