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BorgWarner

677 hedge funds and large institutions have $8.08B invested in BorgWarner in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 215 increasing their positions, 278 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $68.1M | Put options by funds: $18.8M

3% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 108

0.78% more ownership

Funds ownership: 95.19%95.97% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 682677 (-5)

11% less capital invested

Capital invested by funds: $9.05B → $8.08B (-$961M)

23% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 278

Holders
677
Holders Change
-5
Holders Change %
-0.73%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
111
Increased
215
Reduced
278
Closed
108
Calls
$68.1M
Puts
$18.8M
Net Calls
+$49.3M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$973M +$11.8M +331,401 +1%
BlackRock
2
BlackRock
New York
$632M -$8.55M -239,659 -1%
Harris Associates
3
Harris Associates
Illinois
$393M +$32.1M +900,228 +9%
State Street
4
State Street
Massachusetts
$382M -$349K -9,788 -0.1%
Victory Capital Management
5
Victory Capital Management
Texas
$347M +$33.9M +948,659 +11%
Morgan Stanley
6
Morgan Stanley
New York
$287M +$137M +3,828,107 +92%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$244M -$11.7M -327,989 -5%
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$208M +$12.5M +350,829 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$192M +$4.02M +112,549 +2%
Invesco
10
Invesco
Georgia
$179M +$20.7M +581,300 +13%
American Century Companies
11
American Century Companies
Missouri
$170M +$19.8M +555,165 +13%
Bank of America
12
Bank of America
North Carolina
$145M -$27.5M -769,803 -16%
LSV Asset Management
13
LSV Asset Management
Illinois
$124M -$5.2M -145,728 -4%
EARNEST Partners
14
EARNEST Partners
Georgia
$117M +$11.4M +318,836 +11%
TCAM
15
Turtle Creek Asset Management
Ontario, Canada
$114M +$28.5M +799,450 +34%
N
16
Nuveen
North Carolina
$110M -$792K -22,197 -0.7%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$99.7M -$15.5M -433,089 -13%
Grantham, Mayo, Van Otterloo & Co (GMO)
18
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$95.5M +$14.5M +405,580 +18%
Northern Trust
19
Northern Trust
Illinois
$93M -$6.69M -187,570 -7%
Boston Partners
20
Boston Partners
Massachusetts
$83.9M -$104M -2,919,420 -55%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$79.4M +$23.9M +670,720 +43%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$76.8M -$841K -23,563 -1%
Charles Schwab
23
Charles Schwab
California
$75.6M +$1.42M +39,806 +2%
Norges Bank
24
Norges Bank
Norway
$75.5M +$35.3M +989,799 +89%
SEI Investments
25
SEI Investments
Pennsylvania
$66.3M +$7.72M +216,373 +13%

BWA Hedge Fund Activity: Q4 2023 in Review

677 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2023, worth a combined $8.08B — down 11% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new BWA positions and 108 closed out — a net gain of 3 holders — while 215 added to existing stakes and 278 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $137M. The largest seller was Macquarie Group, cutting an estimated $189M.

  • 677 institutional investors held BorgWarner (BWA) as of Q4 2023, down from 682 in Q3 2023.
  • Funds reported $8.08B of BorgWarner stock for Q4 2023, down 11% quarter-over-quarter.
  • 111 funds opened new BorgWarner positions in Q4 2023 and 108 closed out, a net change of +3 holders.
  • The largest BorgWarner buyer in Q4 2023 was Morgan Stanley, an estimated $137M added.
  • The largest BorgWarner seller in Q4 2023 was Macquarie Group, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2023.