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BorgWarner

630 hedge funds and large institutions have $6.98B invested in BorgWarner in 2024 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 218 increasing their positions, 237 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 73

31% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $17.7M

5.75% more ownership

Funds ownership: 94.65%100.4% (+5.7%)

4% more funds holding

Funds holding: 608630 (+22)

8% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 237

11% less capital invested

Capital invested by funds: $7.82B → $6.98B (-$840M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
630
Holders Change
+22
Holders Change %
+3.62%
% of All Funds
8.3%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
105
Increased
218
Reduced
237
Closed
73
Calls
$23.1M
Puts
$17.7M
Net Calls
+$5.47M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$815M -$21.9M -644,266 -2%
BlackRock
2
BlackRock
New York
$558M +$57.4M +1,685,547 +11%
Victory Capital Management
3
Victory Capital Management
Texas
$388M -$2.19M -64,383 -0.5%
Harris Associates
4
Harris Associates
Illinois
$373M -$3.46M -101,602 -0.9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$359M +$25.6M +753,344 +7%
State Street
6
State Street
Massachusetts
$265M +$894K +26,271 +0.3%
Invesco
7
Invesco
Georgia
$216M +$21.4M +628,930 +10%
AllianceBernstein
8
AllianceBernstein
Tennessee
$190M +$13M +381,504 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$172M -$32.6M -956,271 -15%
Pacer Advisors
10
Pacer Advisors
Pennsylvania
$167M +$20.6M +606,290 +13%
LSV Asset Management
11
LSV Asset Management
Illinois
$137M +$27M +792,100 +23%
TCAM
12
Turtle Creek Asset Management
Ontario, Canada
$130M +$9.1M +267,250 +7%
EARNEST Partners
13
EARNEST Partners
Georgia
$125M +$952K +27,960 +0.7%
Bank of America
14
Bank of America
North Carolina
$123M -$25M -733,167 -16%
American Century Companies
15
American Century Companies
Missouri
$116M +$21.2M +621,243 +20%
Morgan Stanley
16
Morgan Stanley
New York
$112M +$3.28M +96,448 +3%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$88.8M +$1.02M +29,970 +1%
Goldman Sachs
18
Goldman Sachs
New York
$82.4M +$32.9M +965,038 +59%
SEI Investments
19
SEI Investments
Pennsylvania
$78.6M +$9.62M +282,659 +13%
SAM
20
Silvercrest Asset Management
New York
$77.5M +$6.26M +184,001 +8%
UBS Group
21
UBS Group
Switzerland
$74.1M +$56.2M +1,649,211 +242%
Charles Schwab
22
Charles Schwab
California
$70.9M -$605K -17,769 -0.8%
Northern Trust
23
Northern Trust
Illinois
$65.8M +$7.96M +233,864 +13%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$62.4M +$12.3M +361,112 +23%
Norges Bank
25
Norges Bank
Norway
$62.2M -$206K -6,043 -0.3%

BWA Hedge Fund Activity: Q4 2024 in Review

630 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2024, worth a combined $6.98B — down 11% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BWA positions and 73 closed out — a net gain of 32 holders — while 218 added to existing stakes and 237 trimmed.

The largest buyer was BlackRock, adding an estimated $57.4M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $73.2M sold.

  • 630 institutional investors held BorgWarner (BWA) as of Q4 2024, up from 608 in Q3 2024.
  • Funds reported $6.98B of BorgWarner stock for Q4 2024, down 11% quarter-over-quarter.
  • 105 funds opened new BorgWarner positions in Q4 2024 and 73 closed out, a net change of +32 holders.
  • The largest BorgWarner buyer in Q4 2024 was BlackRock, an estimated $57.4M added.
  • The largest BorgWarner seller in Q4 2024 was Balyasny Asset Management, an estimated $73.2M sold.

Based on aggregated 13F filings for Q4 2024.