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BorgWarner
BWA

649 hedge funds and large institutions have $8.41B invested in BorgWarner in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 235 increasing their positions, 212 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 64

52% more call options, than puts

Call options by funds: $38.9M | Put options by funds: $25.6M

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

24% more capital invested

Capital invested by funds: $6.8B → $8.41B (+$1.61B)

11% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 212

8% more funds holding

Funds holding: 601 → 649 (+48)

1.51% more ownership

Funds ownership: 104.14% → 105.65% (+1.5%)

Holders
649
Holders Change
+48
Holders Change %
+7.99%
% of All Funds
10.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
120
Increased
235
Reduced
212
Closed
64
Calls
$38.9M
Puts
$25.6M
Net Calls
+$13.3M
Net Calls Change
-$865K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$48.6M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$28.8M
3
BlackRock
BlackRock
New York
+$27.3M
4
Prudential Financial
Prudential Financial
New Jersey
+$26.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$21.9M

Top Sellers

1
BCIM
Black Creek Investment Management
Ontario, Canada
-$70.4M
2
KP
Kiltearn Partners
United Kingdom
-$49.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$38.6M
4
UBS AM
UBS AM
Illinois
-$34.3M
5
American Century Companies
American Century Companies
Missouri
-$23.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank Julius Baer & Co
101
Bank Julius Baer & Co
Switzerland
$10.3M +$166K +4,873 +2%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$10.1M +$220K +6,468 +2%
Franklin Resources
103
Franklin Resources
California
$10.1M +$7.38M +217,016 +324%
Adage Capital Partners
104
Adage Capital Partners
Massachusetts
$9.59M -$120K -3,522 -1%
First Trust Advisors
105
First Trust Advisors
Illinois
$9.45M -$1.24M -36,473 -12%
SGK
106
Steigerwald Gordon & Koch
Virginia
$8.93M +$389K +11,439 +5%
GCMG
107
Gyroscope Capital Management Group
Florida
$8.9M +$461K +13,544 +6%
VIA
108
Vident Investment Advisory
Georgia
$8.55M +$735K +21,620 +10%
Acadian Asset Management
109
Acadian Asset Management
Massachusetts
$8.35M +$165K +4,856 +2%
KA
110
Kailix Advisors
Florida
$7.98M +$7.66M +225,155 New
TG
111
TCW Group
California
$7.78M +$2.29M +67,187 +44%
Mitsubishi UFJ Asset Management
112
Mitsubishi UFJ Asset Management
Japan
$7.7M +$623K +18,322 +9%
KAM
113
Kopion Asset Management
Texas
$7.62M -$925K -27,204 -11%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$7.55M -$158K -4,635 -2%
OPCM
115
Osborne Partners Capital Management
California
$7.33M -$287K -8,440 -4%
Korea Investment Corp
116
Korea Investment Corp
South Korea
$7.23M +$2.6M +76,379 +60%
Ensign Peak Advisors
117
Ensign Peak Advisors
Utah
$7.08M +$2.32M +68,157 +52%
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.81M -$442K -13,009 -6%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$6.76M +$2.46M +72,201 +61%
MYIA
120
Mount Yale Investment Advisors
Colorado
$6.6M +$68.2K +2,005 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
121
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.5M +$6.24M +183,481 New
AAF
122
Andra AP-fonden
Sweden
$6.5M +$2.47M +72,590 +66%
BGIM
123
Brandywine Global Investment Management
Pennsylvania
$6.25M +$582K +17,107 +11%
ECM
124
Evergreen Capital Management
Washington
$6.21M -$2.15M -63,248 -27%
Federated Hermes
125
Federated Hermes
Pennsylvania
$6.14M +$131K +3,853 +2%
3 4
5
6 7

BWA Hedge Fund Activity: Q4 2022 in Review

649 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2022, worth a combined $8.41B — up 24% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new BWA positions and 64 closed out — a net gain of 56 holders — while 235 added to existing stakes and 212 trimmed.

The largest buyer was Norges Bank, adding an estimated $48.6M. The largest seller was Black Creek Investment Management, cutting an estimated $70.4M.

  • 649 institutional investors held BorgWarner (BWA) as of Q4 2022, up from 601 in Q3 2022.
  • Funds reported $8.41B of BorgWarner stock for Q4 2022, up 24% quarter-over-quarter.
  • 120 funds opened new BorgWarner positions in Q4 2022 and 64 closed out, a net change of +56 holders.
  • The largest BorgWarner buyer in Q4 2022 was Norges Bank, an estimated $48.6M added.
  • The largest BorgWarner seller in Q4 2022 was Black Creek Investment Management, an estimated $70.4M sold.

Based on aggregated 13F filings for Q4 2022.