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BorgWarner

635 hedge funds and large institutions have $7.14B invested in BorgWarner in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 222 increasing their positions, 244 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $40.2M

0.1% more ownership

Funds ownership: 97.11%97.21% (+0.1%)

9% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 244

3% less funds holding

Funds holding: 655635 (-20)

8% less capital invested

Capital invested by funds: $7.75B → $7.14B (-$613M)

11% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 103

Holders
635
Holders Change
-20
Holders Change %
-3.05%
% of All Funds
9.17%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
92
Increased
222
Reduced
244
Closed
103
Calls
$44.1M
Puts
$40.2M
Net Calls
+$3.92M
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$855M -$7.17M -207,085 -0.8%
BlackRock
2
BlackRock
New York
$497M -$93.1M -2,690,172 -15%
Victory Capital Management
3
Victory Capital Management
Texas
$419M -$3.69M -106,649 -0.8%
Harris Associates
4
Harris Associates
Illinois
$342M +$739K +21,343 +0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$278M +$56.8M +1,640,503 +23%
State Street
6
State Street
Massachusetts
$272M -$47.2M -1,364,590 -14%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$199M +$5.74M +165,869 +3%
Invesco
8
Invesco
Georgia
$198M +$3.59M +103,736 +2%
AllianceBernstein
9
AllianceBernstein
Tennessee
$177M +$21.2M +612,105 +13%
Bank of America
10
Bank of America
North Carolina
$161M +$14.6M +422,374 +9%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$154M +$127M +3,672,645 +337%
Citadel Advisors
12
Citadel Advisors
Florida
$137M -$2.79M -80,668 -2%
Morgan Stanley
13
Morgan Stanley
New York
$135M +$8.38M +242,102 +6%
EARNEST Partners
14
EARNEST Partners
Georgia
$128M +$23.2M +669,137 +20%
Millennium Management
15
Millennium Management
New York
$126M +$64.1M +1,852,533 +90%
TCAM
16
Turtle Creek Asset Management
Ontario, Canada
$126M -$15.3M -442,200 -10%
LSV Asset Management
17
LSV Asset Management
Illinois
$110M +$222K +6,400 +0.2%
N
18
Nuveen
North Carolina
$98.3M -$13M -374,502 -11%
American Century Companies
19
American Century Companies
Missouri
$95.6M -$44.7M -1,291,035 -30%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$79M +$66.5M +1,919,219 +361%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$74.8M +$97K +2,800 +0.1%
SEI Investments
22
SEI Investments
Pennsylvania
$71.5M +$11.2M +324,087 +17%
Charles Schwab
23
Charles Schwab
California
$70.5M +$1.06M +30,740 +1%
Norges Bank
24
Norges Bank
Norway
$66M -$9.58M -276,566 -12%
Northern Trust
25
Northern Trust
Illinois
$64.7M -$16.3M -471,941 -19%

BWA Hedge Fund Activity: Q2 2024 in Review

635 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q2 2024, worth a combined $7.14B — down 7.9% from $7.75B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of BWA and 92 opened new positions — a net loss of 11 holders — while 244 trimmed existing stakes and 222 added.

The largest buyer was Balyasny Asset Management, adding an estimated $127M. The largest seller was BlackRock, cutting an estimated $93.1M.

  • 635 institutional investors held BorgWarner (BWA) as of Q2 2024, down from 655 in Q1 2024.
  • Funds reported $7.14B of BorgWarner stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 92 funds opened new BorgWarner positions in Q2 2024 and 103 closed out, a net change of -11 holders.
  • The largest BorgWarner buyer in Q2 2024 was Balyasny Asset Management, an estimated $127M added.
  • The largest BorgWarner seller in Q2 2024 was BlackRock, an estimated $93.1M sold.

Based on aggregated 13F filings for Q2 2024.