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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 %
IAA
426
Independent Advisor Alliance
North Carolina
$234K +$42K +1,430 +22%
GIA
427
Gateway Investment Advisers
Ohio
$232K – – –
CIBC World Market
428
CIBC World Market
Ontario, Canada
$230K -$11.8K -402 -5%
DGAM
429
Desjardins Global Asset Management
Quebec, Canada
$229K – – –
PCS
430
Personal CFO Solutions
New Jersey
$228K +$13.2K +450 +6%
FA
431
FDx Advisors
Illinois
$228K +$228K +7,746 New
PFS
432
Prospera Financial Services
Texas
$225K +$15K +509 +7%
Mackenzie Financial
433
Mackenzie Financial
Ontario, Canada
$217K -$223K -7,579 -51%
LOAMU
434
Lombard Odier Asset Management (USA)
New York
$217K +$217K +7,384 New
SC
435
Savant Capital
Illinois
$216K +$24K +818 +13%
FA
436
Fortis Advisors
Pennsylvania
$216K +$37.5K +1,278 +21%
ICM
437
Infini Capital Management
Hong Kong
$216K +$216K +7,361 New
WC
438
Westhampton Capital
North Carolina
$214K – – –
RIM
439
Redpoint Investment Management
Australia
$214K +$214K +7,286 New
FFM
440
Forum Financial Management
Illinois
$212K +$26.6K +905 +14%
GCP
441
GSA Capital Partners
United Kingdom
$211K +$211K +7,185 New
FTDI
442
First Trust Direct Indexing
Massachusetts
$209K -$14.8K -502 -7%
MC
443
Moors & Cabot
Massachusetts
$209K -$2.06K -70 -1%
HI
444
Horizon Investments
North Carolina
$208K +$208K +7,083 New
PAG
445
Private Advisor Group
New Jersey
$206K +$206K +7,028 New
JWCA
446
J.W. Cole Advisors
Florida
$204K -$3.02K -103 -1%
UB
447
UMB Bank
Missouri
$192K +$589 +20 +0.3%
CM
448
Castleark Management
Illinois
$186K – – –
VI
449
Vestcor Inc
New Brunswick, Canada
$186K +$59.7K +2,036 +47%
Carson Wealth (CWM LLC)
450
Carson Wealth (CWM LLC)
Nebraska
$178K +$117K +3,999 +194%
16 17
18
19 20