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BorgWarner
BWA

Overview Fund Activity

477 hedge funds and large institutions have $5.21B invested in BorgWarner in 2020 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 181 increasing their positions, 158 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
-38
Holders Change %
-7.38%
% of All Funds
10.54%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
74
Increased
181
Reduced
158
Closed
106
Calls
$21.2M
Puts
$21.4M
Net Calls
-$179K
Net Calls Change
+$15.9M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$202M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$75.3M
3
BCIM
Black Creek Investment Management
Ontario, Canada
+$69M
4
Artisan Partners
Artisan Partners
Wisconsin
+$59.1M
5
Harris Associates
Harris Associates
Illinois
+$54.7M

Top Sellers

1
JWBC
John W. Bristol & Co
New York
-$49.3M
2
AAMU
Amundi Asset Management US
Massachusetts
-$45.2M
3
FCM
Frontier Capital Management
Massachusetts
-$34.7M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$30.5M
5
Franklin Resources
Franklin Resources
California
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
451
Zions Bancorporation
Utah
$1K -$8.62K -224 -90%
LC
452
Lindbrook Capital
California
$1K -$192 -10 -16%
PFP
453
Pinnacle Financial Partners
Tennessee
$1K – – –
SIM
454
Sonora Investment Management
Arizona
$1K – – –
BWM
455
Baystate Wealth Management
Massachusetts
$1K – – –
MCM
456
MV Capital Management
Maryland
$1K – – –
AWM
457
AllSquare Wealth Management
New York
$1K – – –
BWM
458
BerganKDV Wealth Management
Minnesota
$1K – – –
SMFS
459
Squar Milner Financial Services
California
$1K – – –
LPWM
460
Lake Point Wealth Management
Texas
$1K – – –
RA
461
Royce & Associates
New York
$1K +$30 +1 +3%
EFSCE
462
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$396 +21 +66%
M
463
MOTCO
Texas
$1K +$1K +27 New
TFO
464
Tarbox Family Office
California
$1K +$1K +40 New
CBT
465
Capital Bank & Trust
California
$1K +$1K +51 New
KFI
466
Key Financial Inc
Pennsylvania
$1K +$1K +57 New
SWA
467
Sutton Wealth Advisors
Florida
$536 -$793 -37 -60%
AWA
468
Arkadios Wealth Advisors
Georgia
$390 +$130 +6 +50%
WIM
469
Westside Investment Management
California
$265 +$265 +12,371 New
TI
470
tru Independence
Oregon
$10 – – –
JWBC
471
John W. Bristol & Co
New York
– -$49.3M -1,290,230 Closed
Mackenzie Financial
472
Mackenzie Financial
Ontario, Canada
– -$30.5M -797,675 Closed
H
473
Hexavest
Quebec, Canada
– -$28.4M -744,211 Closed
RCAMU
474
Rothschild & Co Asset Management US
Connecticut
– -$16.3M -426,512 Closed
SAM
475
Scopus Asset Management
New York
– -$13.6M -355,461 Closed
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19
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