BorgWarner
678 hedge funds and large institutions have $7.94B invested in BorgWarner in 2023 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 213 increasing their positions, 279 reducing their positions, and 108 closing their positions.
262% more call options, than puts
Call options by funds: $68.1M | Put options by funds: $18.8M
4% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 108
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less funds holding
Funds holding: 682 → 678 (-4)
0.92% less ownership
Funds ownership: 95.19% → 94.27% (-0.92%)
12% less capital invested
Capital invested by funds: $9.05B → $7.94B (-$1.1B)
24% less repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 279
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$43.1M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$35.3M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$33.9M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$32.1M |
| 5 |
Barclays
London,
United Kingdom
|
+$31.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$189M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$104M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$49.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$27.5M |
| 5 |
CPC
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
-$22.4M |
BWA Hedge Fund Activity: Q4 2023 in Review
678 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2023, worth a combined $7.94B — down 12% from $9.05B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new BWA positions and 108 closed out — a net gain of 4 holders — while 213 added to existing stakes and 279 trimmed.
The largest buyer was Jacobs Levy Equity Management, adding an estimated $43.1M. The largest seller was Macquarie Group, cutting an estimated $189M.
- 678 institutional investors held BorgWarner (BWA) as of Q4 2023, down from 682 in Q3 2023.
- Funds reported $7.94B of BorgWarner stock for Q4 2023, down 12% quarter-over-quarter.
- 112 funds opened new BorgWarner positions in Q4 2023 and 108 closed out, a net change of +4 holders.
- The largest BorgWarner buyer in Q4 2023 was Jacobs Levy Equity Management, an estimated $43.1M added.
- The largest BorgWarner seller in Q4 2023 was Macquarie Group, an estimated $189M sold.
Based on aggregated 13F filings for Q4 2023.