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BorgWarner

608 hedge funds and large institutions have $7.82B invested in BorgWarner in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 204 increasing their positions, 256 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $50.2M | Put options by funds: $27.6M

9% more capital invested

Capital invested by funds: $7.14B → $7.82B (+$678M)

2.56% less ownership

Funds ownership: 97.21%94.65% (-2.6%)

4% less funds holding

Funds holding: 635608 (-27)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 256

26% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 94

Holders
608
Holders Change
-27
Holders Change %
-4.25%
% of All Funds
8.73%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
70
Increased
204
Reduced
256
Closed
94
Calls
$50.2M
Puts
$27.6M
Net Calls
+$22.7M
Net Calls Change
+$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$954M -$7.86M -238,331 -0.9%
BlackRock
2
BlackRock
New York
$576M +$14.6M +442,770 +3%
Victory Capital Management
3
Victory Capital Management
Texas
$445M -$24M -726,787 -6%
Harris Associates
4
Harris Associates
Illinois
$430M +$40.1M +1,216,118 +11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$382M +$62.7M +1,901,963 +22%
State Street
6
State Street
Massachusetts
$301M -$3.96M -120,204 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$231M +$7.16M +217,050 +4%
Invesco
8
Invesco
Georgia
$224M +$1.08M +32,909 +0.5%
AllianceBernstein
9
AllianceBernstein
Tennessee
$203M +$4.01M +121,734 +2%
Pacer Advisors
10
Pacer Advisors
Pennsylvania
$169M +$153M +4,625,685 +21,753%
Bank of America
11
Bank of America
North Carolina
$167M -$13M -394,541 -8%
EARNEST Partners
12
EARNEST Partners
Georgia
$142M -$2.65M -80,321 -2%
TCAM
13
Turtle Creek Asset Management
Ontario, Canada
$138M -$2.94M -89,250 -2%
LSV Asset Management
14
LSV Asset Management
Illinois
$128M +$3.62M +109,740 +3%
Morgan Stanley
15
Morgan Stanley
New York
$124M -$25.2M -763,318 -18%
American Century Companies
16
American Century Companies
Missouri
$110M +$2.27M +68,753 +2%
N
17
Nuveen
North Carolina
$107M -$3.13M -94,833 -3%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$100M +$14.7M +445,540 +19%
Millennium Management
19
Millennium Management
New York
$89.2M -$48.2M -1,462,028 -37%
SAM
20
Silvercrest Asset Management
New York
$81.8M +$9.81M +297,666 +15%
Charles Schwab
21
Charles Schwab
California
$81.6M +$2.01M +60,935 +3%
SEI Investments
22
SEI Investments
Pennsylvania
$79.4M -$943K -28,602 -1%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$77M -$10.8M -327,565 -13%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$73.2M -$90.5M -2,745,805 -58%
Norges Bank
25
Norges Bank
Norway
$71.2M -$2.78M -84,291 -4%

BWA Hedge Fund Activity: Q3 2024 in Review

608 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q3 2024, worth a combined $7.82B — up 9.5% from $7.14B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of BWA and 70 opened new positions — a net loss of 24 holders — while 256 trimmed existing stakes and 204 added.

The largest buyer was Pacer Advisors, adding an estimated $153M. The largest seller was Citadel Advisors, cutting an estimated $128M.

  • 608 institutional investors held BorgWarner (BWA) as of Q3 2024, down from 635 in Q2 2024.
  • Funds reported $7.82B of BorgWarner stock for Q3 2024, up 9.5% quarter-over-quarter.
  • 70 funds opened new BorgWarner positions in Q3 2024 and 94 closed out, a net change of -24 holders.
  • The largest BorgWarner buyer in Q3 2024 was Pacer Advisors, an estimated $153M added.
  • The largest BorgWarner seller in Q3 2024 was Citadel Advisors, an estimated $128M sold.

Based on aggregated 13F filings for Q3 2024.