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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
Capital Fund Management (CFM)
176
Capital Fund Management (CFM)
France
$2.96M +$995K +30,426 +56%
Asset Management One
177
Asset Management One
Japan
$2.94M -$79.6K -2,435 -3%
CCM
178
Cullen Capital Management
New York
$2.92M +$229K +6,987 +9%
CAMG
179
CWA Asset Management Group
Florida
$2.92M +$2.38M +72,644 +641%
Squarepoint
180
Squarepoint
New York
$2.91M +$1.84M +56,104 +204%
SOMRS
181
State of Michigan Retirement System
Michigan
$2.89M -$45.8K -1,400 -2%
ONSWM
182
Old North State Wealth Management
North Carolina
$2.87M +$367K +11,228 +16%
AB
183
Amalgamated Bank
New York
$2.84M -$188K -5,745 -7%
WPIC
184
White Pine Investment Company
Michigan
$2.83M -$110K -3,360 -4%
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$2.83M -$2.86M -87,405 -52%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$2.83M -$48.4K -1,481 -2%
EGM
187
Engineers Gate Manager
New York
$2.82M -$1.25M -38,283 -32%
ICM
188
III Capital Management
Florida
$2.79M +$994K +30,403 +61%
RAM
189
Resona Asset Management
Japan
$2.73M +$2.57M +78,457 New
CWI
190
Conscious Wealth Investments
Florida
$2.63M +$15.7K +480 +0.6%
Verition Fund Management
191
Verition Fund Management
Connecticut
$2.59M +$2.44M +74,494 New
DIA
192
Dean Investment Associates
Ohio
$2.54M +$468K +14,311 +24%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
193
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.54M -$1.05K -32 -0%
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$2.47M -$1.45M -44,447 -38%
TD Asset Management
195
TD Asset Management
Ontario, Canada
$2.47M -$38.8K -1,187 -2%
CGH
196
Crossmark Global Holdings
Texas
$2.46M +$50.6K +1,547 +2%
LD
197
Lipe & Dalton
New York
$2.46M +$2.31M +70,745 New
APF
198
Alaska Permanent Fund
Alaska
$2.45M +$528K +16,134 +30%
Franklin Resources
199
Franklin Resources
California
$2.4M -$1.31M -40,067 -37%
EP
200
Edgestream Partners
New Jersey
$2.31M +$1.76M +53,721 +420%
6 7
8
9 10

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.