We are live on ! Find out more
BWA icon

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
AWA
151
Arbor Wealth Advisors
Michigan
$3.75M – – –
FAF
152
Fjarde Ap-fonden
Sweden
$3.69M +$994K +30,400 +40%
ECM
153
Evergreen Capital Management
Washington
$3.64M +$167K +5,119 +5%
Aberdeen Group
154
Aberdeen Group
United Kingdom
$3.49M -$38.7K -1,183 -1%
GIM
155
Goelzer Investment Management
Indiana
$3.48M -$99.6K -3,045 -3%
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.45M +$2.09M +63,901 +186%
CTA
157
Colonial Trust Advisors
South Carolina
$3.42M +$195K +5,976 +6%
KA
158
Keene & Associates
Texas
$3.4M +$480K +14,670 +18%
ACM
159
Advisors Capital Management
New Jersey
$3.38M -$733K -22,404 -19%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$3.37M -$717K -21,911 -18%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$3.36M -$181K -5,536 -5%
MSV
162
MN Services Vermogensbeheer
Netherlands
$3.3M -$399K -12,200 -11%
PGFC
163
Peapack-Gladstone Financial Corp
New Jersey
$3.29M +$389K +11,890 +14%
Mariner
164
Mariner
Kansas
$3.26M -$69.1K -2,113 -2%
HAI
165
Hennessy Advisors Inc
California
$3.2M +$919K +28,100 +44%
BAM
166
Ballast Asset Management
Texas
$3.2M +$265K +8,100 +10%
Royal London Asset Management
167
Royal London Asset Management
United Kingdom
$3.18M -$10K -306 -0.3%
HCA
168
Horan Capital Advisors
Ohio
$3.06M -$71.6K -2,188 -2%
Comerica Bank
169
Comerica Bank
Texas
$3.05M +$576K +17,596 +25%
FLPIM
170
F.L. Putnam Investment Management
Massachusetts
$3.05M -$112K -3,417 -4%
US Bancorp
171
US Bancorp
Minnesota
$3.04M -$391K -11,949 -12%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$3.02M -$404K -12,338 -12%
DB
173
Danske Bank
Denmark
$3.01M +$2.84M +86,773 New
LS
174
Livforsakringsbolaget Skandia
Sweden
$2.99M – – –
QCM
175
QRG Capital Management
Illinois
$2.98M -$2.94M -89,953 -51%
5 6
7
8 9

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.