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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
Mackenzie Financial
451
Mackenzie Financial
Ontario, Canada
$245K -$1.1K -25 -0.4%
ACM
452
Azimuth Capital Management
Michigan
$245K +$1.1K +25 +0.4%
CWP
453
Curated Wealth Partners
California
$245K +$12.5K +283 +5%
GTAM
454
Global Trust Asset Management
Florida
$243K -$9.34K -212 -4%
RHBC
455
R.H. Bluestein & Co
Michigan
$243K
OGC
456
Oak Grove Capital
New Hampshire
$243K +$250K +5,680 New
EIP
457
Ellis Investment Partners
Pennsylvania
$237K
DM
458
Delphi Management
Massachusetts
$235K +$243K +5,510 New
CCP
459
Corient Capital Partners
California
$234K +$240K +5,456 New
CW
460
CreativeOne Wealth
Kansas
$230K +$237K +5,384 New
CCI
461
Credit Capital Investments
New Jersey
$229K +$236K +5,366 New
PMAS
462
PNC Managed Account Solutions
Texas
$229K +$236K +5,370 New
TC
463
Tatro Capital
Kentucky
$228K +$235K +5,328 New
Barrow, Hanley, Mewhinney & Strauss
464
Barrow, Hanley, Mewhinney & Strauss
Texas
$223K
SC
465
Savant Capital
Illinois
$221K +$3.26K +74 +1%
ST
466
Smithfield Trust
Pennsylvania
$218K -$14K -318 -6%
FBT
467
First Bank & Trust
South Dakota
$214K
BB
468
Bell Bank
North Dakota
$212K
AAM
469
Aureus Asset Management
Massachusetts
$208K +$214K +4,862 New
UCFA
470
United Capital Financial Advisors
Texas
$207K +$214K +4,848 New
NICM
471
Neo Ivy Capital Management
New York
$206K +$213K +4,829 New
GWM
472
Geneos Wealth Management
Colorado
$205K -$27.8K -631 -12%
TI
473
Trexquant Investment
Connecticut
$202K +$208K +4,734 New
AIM
474
Anchor Investment Management
South Carolina
$201K
VI
475
Vestcor Inc
New Brunswick, Canada
$195K -$22.2K -504 -10%