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BorgWarner
BWA

Overview Fund Activity

442 hedge funds and large institutions have $7.67B invested in BorgWarner in 2016 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 164 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
-7
Holders Change %
-1.56%
% of All Funds
11.8%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
60
Increased
164
Reduced
164
Closed
62
Calls
$33.6M
Puts
$15.4M
Net Calls
+$18.3M
Net Calls Change
+$8.63M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$601M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$335M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$55.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$50.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$40.3M

Top Sellers

1
SP
Sarasin & Partners
United Kingdom
$37.3M
2
TCM
TimesSquare Capital Management
New York
$0
3
William Blair Investment Management
William Blair Investment Management
Illinois
$151M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$10.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$767M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
426
Sandy Spring Bank
Maryland
$4K – – –
NCM
427
Nelson Capital Management
California
$4K – – –
M
428
MOTCO
Texas
$3K – – –
PCP
429
Proficio Capital Partners
Massachusetts
$2K -$1.13K -36 -36%
TSU
430
TD Securities (USA)
New York
$2K -$36 -1 -2%
AWM
431
AllSquare Wealth Management
New York
$2K – – –
PFBT
432
Parkside Financial Bank & Trust
Missouri
$2K +$750 +24 +60%
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +45 New
BWA
434
Burt Wealth Advisors
Maryland
$2K +$2K +51 New
CAW
435
Cornerstone Advisors (Washington)
Washington
$1K -$2.79K -92 -74%
EFSCE
436
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
KT
437
Kanaly Trust
Texas
$1K +$1K +19 New
SWA
438
Sutton Wealth Advisors
Florida
$653 +$653 +19 New
Nuveen Asset Management
439
Nuveen Asset Management
Illinois
$545 -$8 -235 -1%
PCM
440
Penserra Capital Management
California
$28 +$10 +297 +53%
EWM
441
Endurance Wealth Management
Rhode Island
$7 – – –
TCM
442
TimesSquare Capital Management
New York
– -$70.2M -1,844,978 Closed
IG
443
ING Group
Netherlands
– -$27.1M -711,806 Closed
QCMC
444
Quantum Capital Management (California)
California
– -$24.1M -633,833 Closed
KI
445
Kalmar Investments
Delaware
– -$11.7M -307,265 Closed
VFA
446
Virtus Fund Advisers
Connecticut
– -$11.2M -293,065 Closed
MWAC
447
Mariner Wealth Advisors (Cincinnati)
Ohio
– -$10.4M -274,183 Closed
AAMU
448
Amundi Asset Management US
Massachusetts
– -$7.45M -195,775 Closed
IA
449
Icon Advisers
Colorado
– -$6.91M -181,665 Closed
D.E. Shaw & Co
450
D.E. Shaw & Co
New York
– -$6.46M -169,742 Closed
16 17
18
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