BorgWarner
727 hedge funds and large institutions have $10.8B invested in BorgWarner in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 283 increasing their positions, 247 reducing their positions, and 76 closing their positions.
29% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 76
15% more repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 247
13% more call options, than puts
Call options by funds: $24.3M | Put options by funds: $21.6M
3% more funds holding
Funds holding: 707 → 727 (+20)
0% more capital invested
Capital invested by funds: $10.7B → $10.8B (+$50M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.04% less ownership
Funds ownership: 107.35% → 107.31% (-0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$155M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$97.4M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$79.2M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$72.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$69.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$114M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$78.4M |
| 3 |
Newport Trust Company
Washington,
District of Columbia
|
-$71.3M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$63.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$47.8M |
BWA Hedge Fund Activity: Q2 2023 in Review
727 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q2 2023, worth a combined $10.8B — up 0.47% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new BWA positions and 76 closed out — a net gain of 22 holders — while 283 added to existing stakes and 247 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $155M. The largest seller was Envestnet Asset Management, cutting an estimated $114M.
- 727 institutional investors held BorgWarner (BWA) as of Q2 2023, up from 707 in Q1 2023.
- Funds reported $10.8B of BorgWarner stock for Q2 2023, up 0.47% quarter-over-quarter.
- 98 funds opened new BorgWarner positions in Q2 2023 and 76 closed out, a net change of +22 holders.
- The largest BorgWarner buyer in Q2 2023 was Boston Partners, an estimated $155M added.
- The largest BorgWarner seller in Q2 2023 was Envestnet Asset Management, an estimated $114M sold.
Based on aggregated 13F filings for Q2 2023.