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BorgWarner
BWA

Overview Fund Activity

481 hedge funds and large institutions have $12.9B invested in BorgWarner in 2014 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 154 increasing their positions, 228 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+9
Holders Change %
+1.91%
% of All Funds
13.9%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.43%
New
49
Increased
154
Reduced
228
Closed
35
Calls
$16.6M
Puts
$23.2M
Net Calls
-$6.61M
Net Calls Change
-$170K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$82.2M
2
Wells Fargo
Wells Fargo
California
+$65.1M
3
AIM
abrdn Investment Management
United Kingdom
+$60.4M
4
1IC
1919 Investment Counsel
Maryland
+$46.9M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$37.8M

Top Sellers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$132M
2
AT
Alliance Trust
United Kingdom
-$52.6M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$48.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$40.3M
5
State Street
State Street
Massachusetts
-$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RHBC
326
R.H. Bluestein & Co
Michigan
$573K +$148K +2,727 +35%
CNB
327
City National Bank
California
$560K -$173K -3,204 -24%
PI
328
PineBridge Investments
New York
$543K -$3.62M -66,978 -87%
CM
329
Churchill Management
California
$543K -$1.78K -33 -0.3%
MCM
330
McKinley Capital Management
Alaska
$532K -$1.01M -18,679 -66%
AAM
331
Azzad Asset Management
Virginia
$530K -$360K -6,817 -40%
STMM
332
South Texas Money Management
Texas
$529K -$9.21K -170 -2%
OA
333
OFI Advisors
Pennsylvania
$523K -$38K -703 -7%
BO
334
Bank OZK
Arkansas
$518K +$26.4K +488 +5%
GCP
335
GSA Capital Partners
United Kingdom
$507K +$507K +9,366 New
Cambridge Investment Research Advisors
336
Cambridge Investment Research Advisors
Iowa
$500K +$54.3K +1,003 +12%
KRSITF
337
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$483K -$12.2K -226 -2%
MERSOM
338
Municipal Employees' Retirement System of Michigan
Michigan
$479K +$12.3K +227 +3%
Nordea Investment Management
339
Nordea Investment Management
Sweden
$472K +$75.8K +1,401 +19%
CAN
340
Cetera Advisor Networks
California
$466K +$1.91K +35 +0.4%
CCM
341
Catawba Capital Management
Virginia
$454K -$6.11K -113 -1%
PTC
342
Private Trust Company
Ohio
$451K -$12K -222 -3%
Envestnet Asset Management
343
Envestnet Asset Management
Illinois
$450K +$30.2K +559 +7%
BFO
344
Boston Family Office
Massachusetts
$436K – – –
DL
345
Delta Lloyd
Netherlands
$434K – – –
WTIM
346
Wilmington Trust Investment Management
Delaware
$433K +$86.1K +1,590 +25%
SC
347
Saturna Capital
Washington
$431K +$431K +7,968 New
DADC
348
D.A. Davidson & Co
Montana
$425K -$52.6K -977 -11%
HCC
349
Hirtle Callaghan & Co
Pennsylvania
$418K – – –
PWAG
350
Polaris Wealth Advisory Group
California
$413K +$50.2K +926 +14%
12 13
14
15 16