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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
Jane Street
126
Jane Street
New York
$6.37M +$2.35M +71,815 +64%
BA
127
Bridgewater Associates
Connecticut
$6.24M +$2.47M +75,590 +73%
RJA
128
Raymond James & Associates
Florida
$6.2M -$6.68M -204,349 -53%
MYIA
129
Mount Yale Investment Advisors
Colorado
$6.06M +$198K +6,062 +4%
Korea Investment Corp
130
Korea Investment Corp
South Korea
$6.02M +$2.56M +78,251 +82%
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$5.95M -$69.5K -2,124 -1%
VOYA Investment Management
132
VOYA Investment Management
Georgia
$5.78M -$263K -8,052 -5%
State of Wisconsin Investment Board
133
State of Wisconsin Investment Board
Wisconsin
$5.49M -$1.58M -48,443 -23%
LA
134
LBP AM
France
$5.31M +$5M +152,893 New
BB
135
Busey Bank
Illinois
$5.19M +$224K +6,853 +5%
Pictet Asset Management
136
Pictet Asset Management
Switzerland
$5.12M -$93.7K -2,866 -2%
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$4.79M +$1.13M +34,488 +33%
Bank Julius Baer & Co
138
Bank Julius Baer & Co
Switzerland
$4.78M +$794K +24,268 +21%
Mirae Asset Global Investments
139
Mirae Asset Global Investments
South Korea
$4.76M -$134K -4,095 -4%
PI
140
Point72 Italy
Italy
$4.69M +$4.42M +134,993 New
SG
141
Sienna Gestion
France
$4.68M +$4.41M +134,681 New
PI
142
PineBridge Investments
New York
$4.58M -$17.5M -534,664 -80%
Federated Hermes
143
Federated Hermes
Pennsylvania
$4.45M +$752 +23 +0%
Kovitz Investment Group Partners
144
Kovitz Investment Group Partners
Illinois
$4.45M +$4.19M +128,035 New
Chevy Chase Trust
145
Chevy Chase Trust
Maryland
$4.42M -$131K -3,990 -3%
State of New Jersey Common Pension Fund D
146
State of New Jersey Common Pension Fund D
New Jersey
$4.35M – – –
Ensign Peak Advisors
147
Ensign Peak Advisors
Utah
$4.33M -$1.39M -42,421 -25%
B
148
Bailard
California
$4.32M -$193K -5,915 -5%
TC
149
TwinBeech Capital
New York
$4.04M -$12.6M -385,074 -77%
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.92M -$507K -15,492 -12%
4 5
6
7 8

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.