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BorgWarner
BWA

Overview Fund Activity

508 hedge funds and large institutions have $13.8B invested in BorgWarner in 2014 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 170 increasing their positions, 203 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+27
Holders Change %
+5.61%
% of All Funds
14.61%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
61
Increased
170
Reduced
203
Closed
31
Calls
$21.7M
Puts
$25.3M
Net Calls
-$3.62M
Net Calls Change
+$2.98M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$347M
2
UBS AM
UBS AM
Illinois
$178M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$117M
4
William Blair & Company
William Blair & Company
Illinois
$180M
5
Capital Research Global Investors
Capital Research Global Investors
California
$453M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$486M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$286M
3
BIM
BlackRock Investment Management
Delaware
$43.3M
4
Allianz Asset Management
Allianz Asset Management
Germany
$156M
5
Calamos Advisors
Calamos Advisors
Illinois
$7.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
426
Montag & Associates
Georgia
$235K – – –
RCAG
427
Rehmann Capital Advisory Group
Michigan
$233K +$803 +14 +0.3%
CTC
428
Central Trust Company
Missouri
$231K +$13.3K +231 +6%
Bank of Nova Scotia
429
Bank of Nova Scotia
Ontario, Canada
$230K – – –
Fuller & Thaler Asset Management
430
Fuller & Thaler Asset Management
California
$228K – – –
OMCS
431
Old Mutual Customised Solutions
South Africa
$228K +$45.6K +795 +25%
MCM
432
Murphy Capital Management
New Jersey
$228K +$228K +3,976 New
WT
433
Whittier Trust
California
$227K – – –
AI
434
Atria Investments
North Carolina
$227K +$227K +3,952 New
CBU
435
CIBC Bank USA
Illinois
$224K +$224K +3,908 New
FA
436
FDx Advisors
Illinois
$224K +$224K +3,909 New
BFIM
437
Beese Fulmer Investment Management
Ohio
$223K – – –
LW
438
Linscomb Wealth
Texas
$217K -$11.3K -197 -5%
DBT
439
Dubuque Bank & Trust
Iowa
$217K +$197K +3,433 +962%
Fayez Sarofim & Co
440
Fayez Sarofim & Co
Texas
$215K +$215K +3,749 New
QI
441
QS Investors
New York
$210K +$210K +3,652 New
SC
442
Sumit Capital
New York
$202K +$202K +3,518 New
FHA
443
First Horizon Advisors
Tennessee
$199K +$3.6K +66 +2%
PVH
444
Psagot Value Holdings
Israel
$194K – – –
IPC
445
Independent Portfolio Consultants
Florida
$167K -$498K -8,665 -75%
TF
446
Tompkins Financial
New York
$165K +$24.8K +432 +18%
LWM
447
Lenox Wealth Management
Ohio
$160K -$16.2K -283 -9%
MFS
448
MSI Financial Services
Massachusetts
$139K -$4.93K -86 -3%
TWM
449
Torch Wealth Management
Ohio
$130K – – –
HRIA
450
Haberer Registered Investment Advisor
Ohio
$129K +$113K +1,962 +691%
16 17
18
19 20