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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
CIM
101
Corda Investment Management
Texas
$10.1M +$662K +20,241 +7%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$10.1M -$4.33M -132,428 -31%
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$10M -$85.1K -2,603 -0.9%
IMRF
104
Illinois Municipal Retirement Fund
Illinois
$9.58M +$495K +15,122 +6%
RMDI
105
R.M. Davis Inc
Maine
$9.24M -$3.96M -121,202 -31%
Principal Financial Group
106
Principal Financial Group
Iowa
$9.14M -$202K -6,170 -2%
New York State Teachers Retirement System (NYSTRS)
107
New York State Teachers Retirement System (NYSTRS)
New York
$9.13M -$1.18M -36,132 -12%
RCW
108
Rheos Capital Works
Japan
$8.97M – – –
Connor, Clark & Lunn Investment Management (CC&L)
109
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.79M -$4.54M -138,702 -35%
FTIS
110
First Trust Investment Solutions
Florida
$8.49M +$328K +10,013 +4%
AA
111
ALPS Advisors
Colorado
$8.4M +$1.19M +36,498 +18%
N
112
Natixis
France
$7.95M +$7.49M +228,980 New
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$7.42M -$5.84M -178,507 -46%
IIM
114
INTECH Investment Management
Florida
$7.16M -$2.74M -83,664 -29%
SGK
115
Steigerwald Gordon & Koch
Virginia
$7.08M -$1.27M -38,811 -16%
MCM
116
Moon Capital Management
New York
$6.99M +$2.46M +75,342 +60%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.98M +$175K +5,359 +3%
PI
118
Parkside Investments
Illinois
$6.93M +$81.1K +2,480 +1%
LI
119
Leeward Investments
Massachusetts
$6.91M +$223K +6,807 +4%
Aviva
120
Aviva
United Kingdom
$6.88M +$4.94M +151,098 +321%
Two Sigma Advisers
121
Two Sigma Advisers
New York
$6.77M +$6.37M +194,900 New
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$6.64M -$6.63M -202,561 -51%
Twin Tree Management
123
Twin Tree Management
Texas
$6.63M +$2.61M +79,830 +72%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$6.53M -$3.72M -113,831 -38%
Canada Life
125
Canada Life
Manitoba, Canada
$6.44M +$11.3K +347 +0.2%
3 4
5
6 7

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.