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BorgWarner

635 hedge funds and large institutions have $7.14B invested in BorgWarner in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 222 increasing their positions, 244 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $40.2M

0.1% more ownership

Funds ownership: 97.11%97.21% (+0.1%)

9% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 244

3% less funds holding

Funds holding: 655635 (-20)

8% less capital invested

Capital invested by funds: $7.75B → $7.14B (-$613M)

11% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 103

Holders
635
Holders Change
-20
Holders Change %
-3.05%
% of All Funds
9.17%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
92
Increased
222
Reduced
244
Closed
103
Calls
$44.1M
Puts
$40.2M
Net Calls
+$3.92M
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
176
F.L. Putnam Investment Management
Massachusetts
$2.68M -$162K -4,681 -5%
ONSWM
177
Old North State Wealth Management
North Carolina
$2.68M +$12.5K +362 +0.4%
CWI
178
Conscious Wealth Investments
Florida
$2.66M +$16.6K +478 +0.6%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$2.65M +$607K +17,535 +27%
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$2.62M -$173 -5 -0%
LD
181
Lipe & Dalton
New York
$2.6M +$346K +9,990 +14%
ICM
182
III Capital Management
Florida
$2.59M -$3.5K -101 -0.1%
PI
183
PEAK6 Investments
Illinois
$2.56M +$797K +23,018 +41%
State of New Jersey Common Pension Fund D
184
State of New Jersey Common Pension Fund D
New Jersey
$2.43M -$1.72M -49,734 -40%
QCM
185
Quantinno Capital Management
New York
$2.43M +$386K +11,159 +17%
Sumitomo Mitsui Trust Group
186
Sumitomo Mitsui Trust Group
Japan
$2.41M -$20.4M -588,703 -89%
AB
187
Amalgamated Bank
New York
$2.4M -$250K -7,226 -9%
PP
188
Paloma Partners
Connecticut
$2.36M +$2.22M +64,044 +708%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
189
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.35M
BIM
190
Baldwin Investment Management
Pennsylvania
$2.3M +$790K +22,815 +47%
VanEck Associates
191
VanEck Associates
New York
$2.22M +$364K +10,508 +18%
KOC
192
Koss-Olinger Consulting
Florida
$2.19M +$2.35M +67,882 New
IMRF
193
Illinois Municipal Retirement Fund
Illinois
$2.16M -$7.23M -208,808 -76%
ASRS
194
Arizona State Retirement System
Arizona
$2.08M +$173 +5 +0%
BOSSRA
195
B.O.S.S. Retirement Advisors
Utah
$2.08M +$725K +20,924 +48%
Wealth Enhancement Advisory Services
196
Wealth Enhancement Advisory Services
Minnesota
$2.08M +$34.2K +987 +2%
Franklin Resources
197
Franklin Resources
California
$2.08M -$157K -4,528 -7%
SOMRS
198
State of Michigan Retirement System
Michigan
$2.01M -$720K -20,794 -25%
QCM
199
QRG Capital Management
Illinois
$2.01M -$814K -23,504 -27%
EI
200
Ethic Inc
New York
$1.99M +$26.5K +765 +1%

BWA Hedge Fund Activity: Q2 2024 in Review

635 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q2 2024, worth a combined $7.14B — down 7.9% from $7.75B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of BWA and 92 opened new positions — a net loss of 11 holders — while 244 trimmed existing stakes and 222 added.

The largest buyer was Balyasny Asset Management, adding an estimated $127M. The largest seller was BlackRock, cutting an estimated $93.1M.

  • 635 institutional investors held BorgWarner (BWA) as of Q2 2024, down from 655 in Q1 2024.
  • Funds reported $7.14B of BorgWarner stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 92 funds opened new BorgWarner positions in Q2 2024 and 103 closed out, a net change of -11 holders.
  • The largest BorgWarner buyer in Q2 2024 was Balyasny Asset Management, an estimated $127M added.
  • The largest BorgWarner seller in Q2 2024 was BlackRock, an estimated $93.1M sold.

Based on aggregated 13F filings for Q2 2024.