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BorgWarner
BWA

Overview Fund Activity

523 hedge funds and large institutions have $6.48B invested in BorgWarner in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 173 increasing their positions, 210 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-28
Holders Change %
-5.08%
% of All Funds
11.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
70
Increased
173
Reduced
210
Closed
96
Calls
$9M
Puts
$15.6M
Net Calls
-$6.6M
Net Calls Change
-$366K

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$53.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$52.2M
3
TCAM
Turtle Creek Asset Management
Ontario, Canada
+$37.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$30.6M
5
CVA
Ceredex Value Advisors
Florida
+$29.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$193M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$63.2M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$56.3M
4
BlackRock
BlackRock
New York
-$25.4M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
376
Optimum Investment Advisors
Illinois
$228K -$20.6K -673 -8%
KA
377
KLCM Advisors
Wisconsin
$226K +$52.2K +1,704 +30%
RC
378
RegentAtlantic Capital
New Jersey
$225K -$24.8K -811 -10%
BAM
379
Brave Asset Management
New Jersey
$221K -$187K -6,116 -46%
WSTAM
380
Wilbanks Smith & Thomas Asset Management
Virginia
$220K – – –
EWM
381
Evermay Wealth Management
Virginia
$218K -$87.6K -2,858 -29%
Cambridge Investment Research Advisors
382
Cambridge Investment Research Advisors
Iowa
$217K -$544K -17,789 -71%
CI
383
Cigna Investments
Connecticut
$216K – – –
FA
384
FDx Advisors
Illinois
$213K +$44.1K +1,443 +26%
WIC
385
Whitegate Investment Counselors
New Hampshire
$213K +$213K +6,969 New
RHBC
386
R.H. Bluestein & Co
Michigan
$208K – – –
AWM
387
Avior Wealth Management
Nebraska
$206K – – –
BFO
388
Boston Family Office
Massachusetts
$205K – – –
CFSG
389
Community Financial Services Group
Vermont
$204K +$34.8K +1,136 +21%
DWA
390
Douglass Winthrop Advisors
New York
$203K +$203K +6,637 New
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$197K -$15.8K -518 -7%
ACA
392
Atlas Capital Advisors
Wyoming
$188K +$44.3K +1,447 +31%
Walleye Trading
393
Walleye Trading
New York
$154K -$1.15M -37,431 -88%
FBT
394
First Bank & Trust
South Dakota
$146K +$9.83K +321 +7%
BLA
395
Balter Liquid Alternatives
Massachusetts
$137K +$137K +4,467 New
AIP
396
Ameritas Investment Partners
Nebraska
$131K – – –
ECM
397
Estabrook Capital Management
New York
$122K -$92 -3 -0.1%
KBFS
398
Kohmann Bosshard Financial Services
Ohio
$120K – – –
PCG
399
Private Capital Group
Connecticut
$118K -$31.1K -1,016 -21%
OC
400
Oakworth Capital
Alabama
$110K – – –
14 15
16
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