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BorgWarner

628 hedge funds and large institutions have $10.9B invested in BorgWarner in 2021 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 222 increasing their positions, 221 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $51.9M | Put options by funds: $23.2M

77% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 52

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more funds holding

Funds holding: 594628 (+34)

4% more capital invested

Capital invested by funds: $10.5B → $10.9B (+$462M)

0% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 221

0.66% less ownership

Funds ownership: 107.47%106.8% (-0.66%)

Holders
628
Holders Change
+34
Holders Change %
+5.72%
% of All Funds
10.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
92
Increased
222
Reduced
221
Closed
52
Calls
$51.9M
Puts
$23.2M
Net Calls
+$28.7M
Net Calls Change
+$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
426
Lido Advisors
California
$317K -$4.23K -96 -1%
IAA
427
Independent Advisor Alliance
North Carolina
$316K +$40.6K +923 +14%
WC
428
Westhampton Capital
North Carolina
$311K
MSE
429
MUFG Securities EMEA
United Kingdom
$310K +$319K +7,250 New
SWA
430
SFMG Wealth Advisors
Texas
$306K +$18.2K +414 +6%
B
431
BP
United Kingdom
$304K -$170K -3,870 -35%
KRSITF
432
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$303K -$28.7K -652 -8%
RIM
433
Redpoint Investment Management
Australia
$291K -$167K -3,782 -36%
IA
434
IFP Advisors
Florida
$289K +$17.1K +388 +6%
MLL
435
Moody Lynn & Lieberson
Massachusetts
$287K +$296K +6,724 New
BWM
436
Buckley Wealth Management
Nevada
$285K -$7.49K -170 -2%
AI
437
AXS Investments
New York
$279K +$287K +6,521 New
CIBC World Market
438
CIBC World Market
Ontario, Canada
$278K -$1.54M -35,025 -84%
BCM
439
Bayesian Capital Management
New York
$277K +$285K +6,475 New
JWCA
440
J.W. Coons Advisors
Ohio
$272K
MAFM
441
Mid Atlantic Financial Management
Pennsylvania
$271K +$837 +19 +0.3%
BIAS
442
Beacon Investment Advisory Services
New Jersey
$270K +$44 +1 +0%
JWCA
443
J.W. Cole Advisors
Florida
$265K +$44 +1 +0%
LTI
444
Laffer Tengler Investments
Tennessee
$265K +$193K +4,375 +240%
FRM
445
Fox Run Management
Connecticut
$261K +$270K +6,120 New
TCM
446
Tuttle Capital Management
Connecticut
$257K +$265K +6,006 New
CC
447
Courier Capital
New York
$255K
HH
448
Hilltop Holdings
Texas
$253K +$261K +5,929 New
KeyBank National Association
449
KeyBank National Association
Ohio
$251K +$1.72K +39 +0.7%
SEC
450
Seven Eight Capital
New York
$251K +$259K +5,870 New