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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
Nomura Asset Management
201
Nomura Asset Management
Japan
$2.25M -$154K -4,713 -7%
ASRS
202
Arizona State Retirement System
Arizona
$2.25M +$1.57K +48 +0.1%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$2.24M +$82.4K +2,520 +4%
QCM
204
Quantinno Capital Management
New York
$2.23M +$1.12M +34,356 +115%
State of Tennessee, Department of Treasury
205
State of Tennessee, Department of Treasury
Tennessee
$2.22M +$902K +27,572 +76%
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$2.21M +$51.6K +1,579 +3%
EI
207
Ethic Inc
New York
$2.12M -$216K -6,594 -10%
AIG
208
American International Group
New York
$2.09M -$49.2K -1,503 -2%
SAMC
209
Spectrum Asset Management (California)
California
$2.05M -$65.1K -1,990 -3%
VanEck Associates
210
VanEck Associates
New York
$2.03M -$815K -24,924 -30%
GC
211
Guggenheim Capital
Illinois
$2.02M -$756K -23,100 -28%
SSA
212
Schonfeld Strategic Advisors
New York
$2M -$985K -30,103 -34%
OAM
213
Ostrum Asset Management
France
$2M -$184K -5,621 -9%
EWM
214
Executive Wealth Management
Michigan
$1.97M +$432K +13,199 +31%
PI
215
PEAK6 Investments
Illinois
$1.96M +$1.85M +56,469 New
FC
216
FORA Capital
Florida
$1.96M +$387K +11,847 +27%
SOADOR
217
State of Alaska Department of Revenue
Alaska
$1.93M -$357K -10,925 -16%
National Bank of Canada
218
National Bank of Canada
Quebec, Canada
$1.92M -$173K -5,299 -9%
A
219
Allianz
Germany
$1.9M +$1.79M +54,700 New
LPL Financial
220
LPL Financial
California
$1.89M +$139K +4,243 +8%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$1.89M +$194K +5,942 +12%
NIA
222
NIA Impact Advisors
California
$1.89M +$1.78M +54,351 New
MIM
223
MetLife Investment Management
New Jersey
$1.87M -$103K -3,156 -6%
Baird Financial Group
224
Baird Financial Group
Wisconsin
$1.85M +$58.1K +1,775 +3%
ProShare Advisors
225
ProShare Advisors
Maryland
$1.82M -$54.3K -1,660 -3%
7 8
9
10 11

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.