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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
Principal Financial Group
101
Principal Financial Group
Iowa
$8.2M -$308K -8,908 -3%
Swedbank
102
Swedbank
Sweden
$8.09M -$5.29M -152,766 -38%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$7.71M -$820K -23,684 -9%
CSS
104
Cubist Systematic Strategies
Connecticut
$7.7M +$8.27M +238,842 New
California State Teachers Retirement System (CalSTRS)
105
California State Teachers Retirement System (CalSTRS)
California
$7.43M -$3.02M -87,351 -27%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$7.38M -$1.29M -37,289 -14%
FTIS
107
First Trust Investment Solutions
Florida
$7.3M -$618K -17,846 -7%
HHAM
108
HITE Hedge Asset Management
Massachusetts
$7.29M +$7.83M +226,191 New
EGM
109
Engineers Gate Manager
New York
$7.25M +$4.98M +143,795 +177%
Bank of Nova Scotia
110
Bank of Nova Scotia
Ontario, Canada
$7.22M +$6.7M +193,433 +633%
Treasurer of the State of North Carolina
111
Treasurer of the State of North Carolina
North Carolina
$6.95M +$1.53M +44,254 +26%
GT
112
Glenmede Trust
Pennsylvania
$6.8M +$6.2M +179,149 +562%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$6.64M -$267K -7,722 -4%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.46M -$13.5K -389 -0.2%
RMDI
115
R.M. Davis Inc
Maine
$6.36M -$2.38M -68,761 -26%
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$6.28M +$129K +3,727 +2%
PI
117
Parkside Investments
Illinois
$6.28M -$164K -4,725 -2%
EP
118
Edgestream Partners
New Jersey
$6.25M +$4.4M +127,212 +191%
LI
119
Leeward Investments
Massachusetts
$6.13M -$300K -8,670 -4%
Mitsubishi UFJ Asset Management
120
Mitsubishi UFJ Asset Management
Japan
$6.05M -$4.37M -126,258 -40%
Schroder Investment Management Group
121
Schroder Investment Management Group
United Kingdom
$5.83M +$5.71M +164,798 +1,037%
Man Group
122
Man Group
United Kingdom
$5.75M -$12.7M -365,723 -67%
MI
123
MMCAP International
Cayman Islands
$5.75M -$7.28M -210,174 -54%
RJA
124
Raymond James & Associates
Florida
$5.73M -$21.3K -616 -0.3%
SGK
125
Steigerwald Gordon & Koch
Virginia
$5.58M -$1.07M -30,794 -15%

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.