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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
OPERF
126
Oregon Public Employees Retirement Fund
Oregon
$6.05M -$496K -14,583 -8%
ACM
127
Advisors Capital Management
New Jersey
$5.96M -$155K -4,569 -3%
CA
128
CSM Advisors
Pennsylvania
$5.91M +$27K +795 +0.5%
William Blair & Company
129
William Blair & Company
Illinois
$5.9M +$753K +22,151 +15%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$5.68M -$254K -7,476 -4%
Mirae Asset Global Investments
131
Mirae Asset Global Investments
South Korea
$5.57M +$1M +29,523 +23%
Mitsubishi UFJ Trust & Banking
132
Mitsubishi UFJ Trust & Banking
Japan
$5.56M +$87.1K +2,561 +2%
MCM
133
Moon Capital Management
New York
$5.47M +$3.66M +107,466 +230%
Chevy Chase Trust
134
Chevy Chase Trust
Maryland
$5.42M -$384K -11,287 -7%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$5.41M -$17.8K -524 -0.3%
D.E. Shaw & Co
136
D.E. Shaw & Co
New York
$5.3M +$4.42M +129,824 +657%
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$5.29M +$201K +5,920 +4%
TC
138
Telemus Capital
Michigan
$5.13M -$73.4K -2,157 -2%
State of New Jersey Common Pension Fund D
139
State of New Jersey Common Pension Fund D
New Jersey
$5.04M – – –
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.02M +$101K +2,967 +2%
PAMS
141
Pictet Asset Management (Switzerland)
Switzerland
$5.01M +$283K +8,318 +6%
CSS
142
Cubist Systematic Strategies
Connecticut
$4.93M -$13.4M -394,933 -74%
B
143
Bailard
California
$4.92M -$47.4K -1,393 -1%
Stifel Financial
144
Stifel Financial
Missouri
$4.79M +$417K +12,250 +10%
PI
145
Parkside Investments
Illinois
$4.78M -$1.92M -56,511 -30%
LWIC
146
Leith Wheeler Investment Counsel
British Columbia, Canada
$4.74M +$881K +25,901 +24%
VOYA Investment Management
147
VOYA Investment Management
Georgia
$4.73M +$106K +3,128 +2%
MSV
148
MN Services Vermogensbeheer
Netherlands
$4.72M -$533K -15,677 -11%
Voloridge Investment Management
149
Voloridge Investment Management
Florida
$4.72M +$1.91M +56,122 +73%
AB
150
Amalgamated Bank
New York
$4.7M +$1.43M +41,906 +46%
4 5
6
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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.