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BorgWarner
BWA

Overview Fund Activity

534 hedge funds and large institutions have $11.1B invested in BorgWarner in 2014 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 196 increasing their positions, 192 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+30
Holders Change %
+5.95%
% of All Funds
14.25%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
79
Increased
196
Reduced
192
Closed
41
Calls
$46.5M
Puts
$24.8M
Net Calls
+$21.7M
Net Calls Change
+$4.02M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$170M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$137M
3
Victory Capital Management
Victory Capital Management
Texas
+$109M
4
Stifel Financial
Stifel Financial
Missouri
+$52.7M
5
William Blair & Company
William Blair & Company
Illinois
+$50.7M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$522M
2
American Century Companies
American Century Companies
Missouri
-$230M
3
Artisan Partners
Artisan Partners
Wisconsin
-$159M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$126M
5
Wells Fargo
Wells Fargo
California
-$88.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWP
426
Obermeyer Wealth Partners
Colorado
$264K +$264K +5,453 New
MC
427
Middleton & Co
Massachusetts
$262K -$26.7K -551 -9%
VRS
428
Virginia Retirement Systems
Virginia
$258K -$145 -3 -0.1%
RC
429
RegentAtlantic Capital
New Jersey
$254K -$17.6K -363 -6%
CI
430
Constellation Investments
Ohio
$253K +$11K +228 +5%
Robeco Institutional Asset Management
431
Robeco Institutional Asset Management
Netherlands
$250K -$1.5M -30,907 -86%
AI
432
Atria Investments
North Carolina
$250K +$250K +5,177 New
RA
433
Rational Advisors
New York
$248K +$248K +5,136 New
CBN
434
Cadence Bank NA
Texas
$245K – – –
ECM
435
Everence Capital Management
Indiana
$241K +$241K +4,987 New
EWM
436
Evercore Wealth Management
New York
$239K +$153K +3,159 +179%
CAN
437
Cetera Advisor Networks
California
$236K +$966 +20 +0.4%
WCM
438
Washington Capital Management
Washington
$236K +$236K +4,872 New
AIP
439
Ameritas Investment Partners
Nebraska
$232K – – –
VAM
440
Visium Asset Management
New York
$225K -$34.7K -716 -13%
LW
441
Linscomb Wealth
Texas
$225K +$13.1K +271 +6%
FWM
442
Frontier Wealth Management
Missouri
$224K +$224K +4,636 New
RIL
443
Rothschild Investment LLC
Illinois
$223K – – –
FBA
444
Front Barnett Associates
Illinois
$220K – – –
SCA
445
Secor Capital Advisors
New York
$217K +$217K +4,480 New
RCAG
446
Rehmann Capital Advisory Group
Michigan
$217K +$217K +4,487 New
Jane Street
447
Jane Street
New York
$215K -$128K -2,638 -37%
Bank of Nova Scotia
448
Bank of Nova Scotia
Ontario, Canada
$215K +$215K +4,450 New
LNWWM
449
Laird Norton Wetherby Wealth Management
California
$215K +$215K +4,451 New
ACM
450
Apex Capital Management
Ohio
$213K -$4.32M -89,359 -95%
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