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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
Marshall Wace
151
Marshall Wace
United Kingdom
$4.6M +$2.6M +76,500 +143%
Toronto Dominion Bank
152
Toronto Dominion Bank
Ontario, Canada
$4.52M +$189K +5,569 +5%
BB
153
Busey Bank
Illinois
$4.46M +$295K +8,667 +7%
LHC
154
Lodge Hill Capital
New York
$4.43M -$5.22M -153,360 -55%
S
155
Seeyond
France
$4.21M +$2.6M +76,376 +180%
ICM
156
Invenomic Capital Management
Massachusetts
$4.2M +$1.79M +52,714 +80%
GAM
157
Gotham Asset Management
New York
$4.11M -$1.95M -57,211 -33%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$4.04M +$3.29M +96,635 +555%
IAN
159
Integrated Advisors Network
Texas
$4.02M +$306K +8,989 +9%
State of Wisconsin Investment Board
160
State of Wisconsin Investment Board
Wisconsin
$3.91M +$712K +20,921 +23%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$3.88M +$1.02K +30 +0%
HCA
162
Horan Capital Advisors
Ohio
$3.79M -$150K -4,414 -4%
Asset Management One
163
Asset Management One
Japan
$3.75M -$280K -8,224 -7%
DIA
164
Dana Investment Advisors
Wisconsin
$3.7M +$3.55M +104,453 New
GIM
165
Goelzer Investment Management
Indiana
$3.59M -$291K -8,551 -8%
AWM
166
AE Wealth Management
Kansas
$3.54M +$8.61K +253 +0.3%
SOMRS
167
State of Michigan Retirement System
Michigan
$3.47M -$128K -3,749 -4%
WBC
168
Westpac Banking Corp
Australia
$3.4M -$1.45M -42,578 -31%
ACM
169
Arosa Capital Management
Florida
$3.38M +$3.24M +95,310 New
SOADOR
170
State of Alaska Department of Revenue
Alaska
$3.35M +$281K +8,253 +10%
WPIC
171
White Pine Investment Company
Michigan
$3.33M +$5.58K +164 +0.2%
State of Tennessee, Department of Treasury
172
State of Tennessee, Department of Treasury
Tennessee
$3.28M -$110K -3,239 -3%
EI
173
Ethic Inc
New York
$3.19M +$2.26M +66,427 +280%
Royal London Asset Management
174
Royal London Asset Management
United Kingdom
$3.14M -$19.8K -581 -0.7%
Nomura Asset Management
175
Nomura Asset Management
Japan
$3.13M +$110K +3,232 +4%
5 6
7
8 9

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.