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BorgWarner
BWA

Overview Fund Activity

523 hedge funds and large institutions have $6.48B invested in BorgWarner in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 173 increasing their positions, 210 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-28
Holders Change %
-5.08%
% of All Funds
11.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
70
Increased
173
Reduced
210
Closed
96
Calls
$9M
Puts
$15.6M
Net Calls
-$6.6M
Net Calls Change
-$366K

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$53.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$52.2M
3
TCAM
Turtle Creek Asset Management
Ontario, Canada
+$37.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$30.6M
5
CVA
Ceredex Value Advisors
Florida
+$29.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$193M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$63.2M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$56.3M
4
BlackRock
BlackRock
New York
-$25.4M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
451
Financial Architects (New Jersey)
New Jersey
$22K – – –
KA
452
Kaizen Advisory
Illinois
$22K +$4.56K +147 +26%
HL
453
Harding Loevner
New Jersey
$22K +$13.7K +437 +164%
FHA
454
First Horizon Advisors
Tennessee
$21K -$1.63K -54 -7%
GLI
455
Guardian Life Insurance
New York
$21K – – –
GRP
456
Global Retirement Partners
California
$20K +$7.27K +238 +57%
RTC
457
Riverview Trust Company
Washington
$20K +$20K +653 New
LC
458
Lindbrook Capital
California
$17K +$17K +569 New
JA
459
JOYN Advisors
Georgia
$16K +$10.1K +328 +171%
LWM
460
Lenox Wealth Management
Ohio
$15K +$786 +25 +6%
FTI
461
Fiduciary Trust International
Massachusetts
$15K +$15K +494 New
GAM
462
Gemmer Asset Management
California
$14K – – –
NFG
463
Next Financial Group
Texas
$14K +$10.6K +352 +309%
EWM
464
Executive Wealth Management
Michigan
$14K +$14K +454 New
AWMS
465
Advocacy Wealth Management Services
Georgia
$13K – – –
FDCDDQ
466
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.6K – – –
TWA
467
TCI Wealth Advisors
Arizona
$11K -$63 -2 -0.6%
CAL
468
Capital Analysts LLC
Pennsylvania
$11K +$11K +346 New
JFA
469
JNBA Financial Advisors
Minnesota
$11K +$11K +346 New
Rockefeller Capital Management
470
Rockefeller Capital Management
New York
$10K – – –
FHA
471
Flagship Harbor Advisors
Massachusetts
$10K +$8.33K +284 +498%
Pacer Advisors
472
Pacer Advisors
Pennsylvania
$9K -$389K -12,890 -98%
CAW
473
Cornerstone Advisors (Washington)
Washington
$9K -$879 -30 -9%
PCM
474
Peregrine Capital Management
Minnesota
$9K – – –
MOS
475
MGO One Seven
Ohio
$9K +$9K +303 New
17 18
19
20 21