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BorgWarner
BWA

612 hedge funds and large institutions have $7.28B invested in BorgWarner in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 230 increasing their positions, 225 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $42.4M | Put options by funds: $30.2M

15% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 66

2% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 225

0% more funds holding

Funds holding: 612 → 612 (0)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.89% less ownership

Funds ownership: 104.81% → 103.93% (-0.89%)

14% less capital invested

Capital invested by funds: $8.42B → $7.28B (-$1.14B)

Holders
612
Holders Change
–
Holders Change %
0%
% of All Funds
10.31%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
76
Increased
230
Reduced
225
Closed
66
Calls
$42.4M
Puts
$30.2M
Net Calls
+$12.2M
Net Calls Change
+$24.1M

Top Buyers

1
Newport Trust Company
Newport Trust Company
District of Columbia
+$66.8M
2
Harris Associates
Harris Associates
Illinois
+$59.1M
3
Morgan Stanley
Morgan Stanley
New York
+$54.5M
4
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
+$19M
5
CVA
Ceredex Value Advisors
Florida
+$17.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$64.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$56.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$43.9M
4
BCIM
Black Creek Investment Management
Ontario, Canada
-$24.6M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
-$23.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$883M +$12.8M +389,956 +1%
BlackRock
2
BlackRock
New York
$661M -$64.2M -1,947,954 -8%
Harris Associates
3
Harris Associates
Illinois
$389M +$59.1M +1,793,962 +16%
State Street
4
State Street
Massachusetts
$326M -$14M -424,427 -4%
Victory Capital Management
5
Victory Capital Management
Texas
$325M -$13.4M -405,830 -4%
Diamond Hill Capital Management
6
Diamond Hill Capital Management
Ohio
$233M +$5.88M +178,427 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$222M +$5.62M +170,791 +2%
American Century Companies
8
American Century Companies
Missouri
$211M +$13.2M +400,848 +6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$179M -$56.5M -1,715,399 -22%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$161M +$1.73M +52,457 +1%
Bank of America
11
Bank of America
North Carolina
$159M +$14.3M +435,037 +9%
Macquarie Group
12
Macquarie Group
Australia
$149M -$825K -25,048 -0.5%
BCIM
13
Black Creek Investment Management
Ontario, Canada
$136M -$24.6M -746,595 -14%
LSV Asset Management
14
LSV Asset Management
Illinois
$128M -$1.73M -52,588 -1%
Invesco
15
Invesco
Georgia
$117M -$5.41M -164,266 -4%
TCAM
16
Turtle Creek Asset Management
Ontario, Canada
$97.9M -$1.02M -31,012 -0.9%
Morgan Stanley
17
Morgan Stanley
New York
$96.6M +$54.5M +1,656,165 +101%
Northern Trust
18
Northern Trust
Illinois
$91.4M -$2.24M -67,865 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
19
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$83.9M +$8.22M +249,579 +10%
Amundi
20
Amundi
France
$79.1M -$14.2M -429,901 -14%
SAM
21
Silvercrest Asset Management
New York
$77.2M -$1.88M -57,047 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$74.1M +$3.22M +97,760 +4%
Norges Bank
23
Norges Bank
Norway
$73.3M -$3.98M -120,860 -5%
EARNEST Partners
24
EARNEST Partners
Georgia
$69.1M +$16.2M +490,808 +26%
GLA
25
Great Lakes Advisors
Illinois
$68.6M +$1.01M +30,737 +1%
1
2 3 4 5

BWA Hedge Fund Activity: Q2 2022 in Review

612 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q2 2022, worth a combined $7.28B — down 14% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BWA positions and 66 closed out — a net gain of 10 holders — while 230 added to existing stakes and 225 trimmed.

The largest buyer was Newport Trust Company, opening a new position worth an estimated $66.8M. The largest seller was BlackRock, cutting an estimated $64.2M.

  • 612 institutional investors held BorgWarner (BWA) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $7.28B of BorgWarner stock for Q2 2022, down 14% quarter-over-quarter.
  • 76 funds opened new BorgWarner positions in Q2 2022 and 66 closed out, a net change of +10 holders.
  • The largest BorgWarner buyer in Q2 2022 was Newport Trust Company, an estimated $66.8M added.
  • The largest BorgWarner seller in Q2 2022 was BlackRock, an estimated $64.2M sold.

Based on aggregated 13F filings for Q2 2022.