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BorgWarner
BWA

Overview Fund Activity

446 hedge funds and large institutions have $10.7B invested in BorgWarner in 2013 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 142 increasing their positions, 188 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+19
Holders Change %
+4.45%
% of All Funds
14.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.36%
New
64
Increased
142
Reduced
188
Closed
40
Calls
$29M
Puts
$48.4M
Net Calls
-$19.4M
Net Calls Change
-$10.2M

Top Buyers

1
CGM
Capital Growth Management
Massachusetts
$90.7M
2
FAM
Fred Alger Management
New York
$89.5M
3
RIM
Rainier Investment Management
Washington
$57.1M
4
TP
Theleme Partners
United Kingdom
$57.1M
5
BIM
BlackRock Investment Management
Delaware
$75.3M

Top Sellers

1
PHS
PFM Health Sciences
California
$0
2
ICM
IronBridge Capital Management
Illinois
$22.4M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$38.8M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Goldman Sachs
Goldman Sachs
New York
$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
376
Commerce Bank
Missouri
$237K -$223 -5 -0.1%
UCFA
377
United Capital Financial Advisors
Texas
$232K +$232K +5,205 New
BRWA
378
B. Riley Wealth Advisors
Florida
$227K +$227K +5,089 New
TC
379
Telemus Capital
Michigan
$216K +$216K +4,837 New
PP
380
Prudential plc
United Kingdom
$215K +$215K +4,808 New
SNC
381
Stifel Nicolaus & Co
Missouri
$214K -$106K -2,375 -33%
QBFM
382
QS Batterymarch Financial Management
New York
$211K -$6.52K -146 -3%
RIL
383
Rothschild Investment LLC
Illinois
$203K +$203K +4,544 New
WTB
384
Washington Trust Bank
Washington
$203K +$203K +4,544 New
FBA
385
Front Barnett Associates
Illinois
$203K +$203K +4,544 New
SKK
386
Shepherd Kaplan Krochuk
Massachusetts
$203K +$203K +4,544 New
Creative Planning
387
Creative Planning
Kansas
$196K +$48K +1,075 +32%
Teacher Retirement System of Texas
388
Teacher Retirement System of Texas
Texas
$191K +$55.4K +1,243 +41%
WT
389
Whittier Trust
California
$176K -$51.8K -1,163 -23%
FHA
390
First Horizon Advisors
Tennessee
$160K -$5.58K -125 -3%
CTC
391
Central Trust Company
Missouri
$151K – – –
OMCS
392
Old Mutual Customised Solutions
South Africa
$142K – – –
GLI
393
Guardian Life Insurance
New York
$140K – – –
MFS
394
MSI Financial Services
Massachusetts
$124K -$803 -18 -0.6%
FNBT
395
FineMark National Bank & Trust
Florida
$115K – – –
PWAG
396
Polaris Wealth Advisory Group
California
$114K +$114K +2,545 New
TF
397
Tompkins Financial
New York
$107K +$40.8K +909 +62%
WA
398
Waverly Advisors
Alabama
$107K +$107K +2,406 New
SFS
399
Signator Financial Services
Massachusetts
$105K -$30.5K -682 -23%
WA
400
WealthTrust-Arizona
Arizona
$103K -$42.2K -941 -29%
14 15
16
17 18