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BorgWarner
BWA

Overview Fund Activity

578 hedge funds and large institutions have $9.67B invested in BorgWarner in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 209 increasing their positions, 234 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
-47
Holders Change %
-7.52%
% of All Funds
10.15%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
44
Increased
209
Reduced
234
Closed
83
Calls
$36.9M
Puts
$33.2M
Net Calls
+$3.74M
Net Calls Change
-$25M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$74.2M
2
BCIM
Black Creek Investment Management
Ontario, Canada
+$59.3M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$56.3M
4
American Century Companies
American Century Companies
Missouri
+$48.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$42.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$82.7M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$58.6M
3
Invesco
Invesco
Georgia
-$57.5M
4
First Trust Advisors
First Trust Advisors
Illinois
-$36M
5
FCM
Frontier Capital Management
Massachusetts
-$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWPCG
401
Measured Wealth Private Client Group
New Hampshire
$288K -$105K -2,771 -27%
FA
402
FDx Advisors
Illinois
$287K -$563K -14,781 -66%
RJT
403
Raymond James Trust
Florida
$284K -$15.7K -412 -5%
Lido Advisors
404
Lido Advisors
California
$284K +$3.15K +83 +1%
FWM
405
Frontier Wealth Management
Missouri
$283K – – –
LTI
406
Laffer Tengler Investments
Tennessee
$277K +$41.6K +1,094 +18%
WC
407
Westhampton Capital
North Carolina
$277K – – –
SWA
408
SFMG Wealth Advisors
Texas
$272K – – –
KRSITF
409
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$268K -$1.83K -48 -0.7%
MAM
410
Morse Asset Management
Connecticut
$264K -$225K -5,907 -46%
IC
411
Intersect Capital
California
$259K -$27.5K -721 -10%
CAAS
412
Capital Asset Advisory Services
Michigan
$256K -$41.5K -1,089 -14%
FTDI
413
First Trust Direct Indexing
Massachusetts
$256K +$256K +6,731 New
AAS
414
Avantax Advisory Services
Texas
$252K +$252K +6,657 New
KeyBank National Association
415
KeyBank National Association
Ohio
$247K +$23.9K +628 +11%
BIAS
416
Beacon Investment Advisory Services
New Jersey
$245K +$4.61K +121 +2%
Mackenzie Financial
417
Mackenzie Financial
Ontario, Canada
$244K +$25.3K +665 +12%
JWCA
418
J.W. Coons Advisors
Ohio
$242K – – –
TRCT
419
Tower Research Capital (TRC)
New York
$241K -$192K -5,045 -44%
EVM
420
Eaton Vance Management
Massachusetts
$237K +$1.39K +57 +0.6%
DM
421
Delphi Management
Massachusetts
$230K +$20.1K +528 +10%
IAA
422
Independent Advisor Alliance
North Carolina
$229K -$51.9K -1,365 -18%
CWP
423
Curated Wealth Partners
California
$223K +$4.83K +127 +2%
IMF
424
Infini Master Fund
Hong Kong
$223K +$223K +5,873 New
ICM
425
Infini Capital Management
Hong Kong
$223K +$223K +5,873 New
15 16
17
18 19