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BorgWarner
BWA

Overview Fund Activity

592 hedge funds and large institutions have $10.4B invested in BorgWarner in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 201 increasing their positions, 202 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+32
Holders Change %
+5.71%
% of All Funds
10.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
108
Increased
201
Reduced
202
Closed
71
Calls
$36.4M
Puts
$29.6M
Net Calls
+$6.86M
Net Calls Change
-$16.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$155M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$65.1M
3
FCM
Frontier Capital Management
Massachusetts
+$58.7M
4
KP
Kiltearn Partners
United Kingdom
+$42.3M
5
Franklin Resources
Franklin Resources
California
+$37.7M

Top Sellers

1
CVA
Ceredex Value Advisors
Florida
-$139M
2
BCIM
Black Creek Investment Management
Ontario, Canada
-$111M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$100M
4
Harris Associates
Harris Associates
Illinois
-$92.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
401
Advisors Asset Management
Colorado
$318K -$18.4K -451 -5%
KRSITF
402
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$316K +$13.9K +340 +5%
IRC
403
Investors Research Corp
Georgia
$311K – – –
Lido Advisors
404
Lido Advisors
California
$306K +$306K +7,503 New
FWM
405
Frontier Wealth Management
Missouri
$303K – – –
RJT
406
Raymond James Trust
Florida
$303K +$303K +7,423 New
WC
407
Westhampton Capital
North Carolina
$297K – – –
APC
408
Aspire Private Capital
North Carolina
$297K +$182K +4,459 +158%
1WA
409
180 Wealth Advisors
Washington
$295K +$295K +6,625 New
SSA
410
Schonfeld Strategic Advisors
New York
$292K -$919K -22,538 -76%
NIM
411
NuWave Investment Management
New Jersey
$292K +$193K +4,728 +195%
LIA
412
LS Investment Advisors
Michigan
$288K -$109K -2,670 -27%
VFA
413
Voya Financial Advisors
Connecticut
$286K +$18K +438 +7%
BWM
414
Buckley Wealth Management
Nevada
$279K +$2.41K +59 +0.9%
SWA
415
SFMG Wealth Advisors
Texas
$275K +$275K +6,741 New
CI Investments Inc
416
CI Investments Inc
Ontario, Canada
$273K -$69.9K -1,715 -20%
RWM
417
Ritholtz Wealth Management
New York
$272K +$272K +6,662 New
SFS
418
Sowell Financial Services
Arkansas
$267K -$30.8K -670 -10%
IC
419
Intersect Capital
California
$265K +$17.8K +435 +7%
IAA
420
Independent Advisor Alliance
North Carolina
$264K +$264K +6,470 New
XT
421
XTX Topco
Cayman Islands
$262K +$262K +6,416 New
IA
422
IFP Advisors
Florida
$260K +$234K +5,724 +914%
JWCA
423
J.W. Coons Advisors
Ohio
$259K +$259K +6,362 New
MAFM
424
Mid Atlantic Financial Management
Pennsylvania
$258K -$43.3K -1,062 -14%
BIAS
425
Beacon Investment Advisory Services
New Jersey
$258K – – –
15 16
17
18 19