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BorgWarner
BWA

649 hedge funds and large institutions have $8.41B invested in BorgWarner in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 235 increasing their positions, 212 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 64

52% more call options, than puts

Call options by funds: $38.9M | Put options by funds: $25.6M

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

24% more capital invested

Capital invested by funds: $6.8B → $8.41B (+$1.61B)

11% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 212

8% more funds holding

Funds holding: 601 → 649 (+48)

1.51% more ownership

Funds ownership: 104.14% → 105.65% (+1.5%)

Holders
649
Holders Change
+48
Holders Change %
+7.99%
% of All Funds
10.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
120
Increased
235
Reduced
212
Closed
64
Calls
$38.9M
Puts
$25.6M
Net Calls
+$13.3M
Net Calls Change
-$865K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$48.6M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$28.8M
3
BlackRock
BlackRock
New York
+$27.3M
4
Prudential Financial
Prudential Financial
New Jersey
+$26.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$21.9M

Top Sellers

1
BCIM
Black Creek Investment Management
Ontario, Canada
-$70.4M
2
KP
Kiltearn Partners
United Kingdom
-$49.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$38.6M
4
UBS AM
UBS AM
Illinois
-$34.3M
5
American Century Companies
American Century Companies
Missouri
-$23.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.06B -$976K -28,709 -0.1%
BlackRock
2
BlackRock
New York
$761M +$27.3M +803,063 +4%
Harris Associates
3
Harris Associates
Illinois
$467M -$1.68M -49,508 -0.4%
Victory Capital Management
4
Victory Capital Management
Texas
$405M -$3.61M -106,224 -0.9%
State Street
5
State Street
Massachusetts
$395M -$34 -1 -0%
Diamond Hill Capital Management
6
Diamond Hill Capital Management
Ohio
$270M -$8.98M -264,052 -3%
American Century Companies
7
American Century Companies
Missouri
$251M -$23.2M -681,608 -9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$198M +$2.12M +62,214 +1%
Bank of America
9
Bank of America
North Carolina
$198M +$9.3M +273,461 +5%
Macquarie Group
10
Macquarie Group
Australia
$195M +$5.09M +149,518 +3%
Morgan Stanley
11
Morgan Stanley
New York
$164M +$9.95M +292,673 +7%
Invesco
12
Invesco
Georgia
$160M +$21.8M +639,593 +17%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$154M -$38.6M -1,133,884 -21%
LSV Asset Management
14
LSV Asset Management
Illinois
$149M -$5.03M -147,979 -3%
Amundi
15
Amundi
France
$144M +$17.1M +502,983 +15%
Grantham, Mayo, Van Otterloo & Co (GMO)
16
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$131M +$17.4M +510,668 +16%
TCAM
17
Turtle Creek Asset Management
Ontario, Canada
$109M -$7.4M -217,715 -7%
Northern Trust
18
Northern Trust
Illinois
$107M -$2.15M -63,107 -2%
SAM
19
Silvercrest Asset Management
New York
$93.7M +$201K +5,904 +0.2%
Norges Bank
20
Norges Bank
Norway
$92.4M +$48.6M +1,428,819 +121%
EARNEST Partners
21
EARNEST Partners
Georgia
$90.2M -$57.8K -1,699 -0.1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$83.9M -$5.28M -155,365 -6%
Charles Schwab
23
Charles Schwab
California
$82.8M +$1.96M +57,685 +3%
Prudential Financial
24
Prudential Financial
New Jersey
$80.7M +$26.6M +782,386 +52%
Legal & General Group
25
Legal & General Group
United Kingdom
$71M -$4.52M -133,044 -6%
1
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BWA Hedge Fund Activity: Q4 2022 in Review

649 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2022, worth a combined $8.41B — up 24% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new BWA positions and 64 closed out — a net gain of 56 holders — while 235 added to existing stakes and 212 trimmed.

The largest buyer was Norges Bank, adding an estimated $48.6M. The largest seller was Black Creek Investment Management, cutting an estimated $70.4M.

  • 649 institutional investors held BorgWarner (BWA) as of Q4 2022, up from 601 in Q3 2022.
  • Funds reported $8.41B of BorgWarner stock for Q4 2022, up 24% quarter-over-quarter.
  • 120 funds opened new BorgWarner positions in Q4 2022 and 64 closed out, a net change of +56 holders.
  • The largest BorgWarner buyer in Q4 2022 was Norges Bank, an estimated $48.6M added.
  • The largest BorgWarner seller in Q4 2022 was Black Creek Investment Management, an estimated $70.4M sold.

Based on aggregated 13F filings for Q4 2022.