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BorgWarner
BWA

Overview Fund Activity

608 hedge funds and large institutions have $7.25B invested in BorgWarner in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 229 increasing their positions, 224 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
10.28%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
75
Increased
229
Reduced
224
Closed
66
Calls
$42.4M
Puts
$30.2M
Net Calls
+$12.2M
Net Calls Change
+$24.1M

Top Buyers

1
Newport Trust Company
Newport Trust Company
District of Columbia
$59.6M
2
Harris Associates
Harris Associates
Illinois
$389M
3
Morgan Stanley
Morgan Stanley
New York
$96.6M
4
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$19.6M
5
CVA
Ceredex Value Advisors
Florida
$41.7M

Top Sellers

1
BlackRock
BlackRock
New York
$661M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$179M
3
BCIM
Black Creek Investment Management
Ontario, Canada
$136M
4
SIM
Sprucegrove Investment Management
Ontario, Canada
$29.9M
5
Amundi
Amundi
France
$79.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJWM
401
Williams Jones Wealth Management
New York
$307K +$307K +10,453 New
ERIC
402
Eagle Rock Investment Company
Georgia
$300K – – –
JPMPWA
403
J.P. Morgan Private Wealth Advisors
California
$298K -$19.3K -656 -6%
JFGIW
404
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$296K -$3.26K -111 -1%
Pacer Advisors
405
Pacer Advisors
Pennsylvania
$295K -$768K -26,142 -72%
TI
406
Tidal Investments
Wisconsin
$293K +$41.6K +1,417 +17%
RJT
407
Raymond James Trust
Florida
$290K +$8.1K +275 +3%
SEC
408
Seven Eight Capital
New York
$289K +$289K +9,850 New
RRA
409
Round Rock Advisors
Connecticut
$284K +$66.8K +2,272 +31%
BIA
410
Barry Investment Advisors
Massachusetts
$283K -$1.73K -59 -0.6%
NAM
411
NorthCrest Asset Manangement
Minnesota
$280K – – –
William Blair & Company
412
William Blair & Company
Illinois
$279K -$1.96M -66,905 -88%
CC
413
Centiva Capital
New York
$274K -$97.3K -3,309 -26%
KRSITF
414
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$273K +$37K +1,259 +16%
GIA
415
Guyasuta Investment Advisors
Pennsylvania
$267K – – –
CL
416
CSS LLC
Illinois
$267K +$267K +9,088 New
AAM
417
Advisors Asset Management
Colorado
$266K -$15.1K -516 -5%
MCM
418
Mengis Capital Management
Oregon
$258K -$16.6K -568 -6%
LCH
419
Lee Capital Holdings
New York
$250K +$250K +8,520 New
FDCDDQ
420
Federation des caisses Desjardins du Quebec
Quebec, Canada
$246K -$496K -16,901 -67%
HS
421
Horan Securities
United States
$242K +$130K +4,371 +116%
EP
422
Edgestream Partners
New Jersey
$241K -$3.79M -129,202 -94%
BMSSC
423
B. Metzler seel. Sohn & Co
Germany
$240K -$57.1K -1,946 -19%
UIA
424
UBP Investment Advisors
Switzerland
$240K +$104K +3,578 +76%
CCP
425
Corient Capital Partners
California
$239K +$239K +8,137 New
15 16
17
18 19