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BorgWarner
BWA

Overview Fund Activity

629 hedge funds and large institutions have $9.86B invested in BorgWarner in 2021 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 214 increasing their positions, 207 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+51
Holders Change %
+8.82%
% of All Funds
9.71%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
116
Increased
214
Reduced
207
Closed
54
Calls
$24.7M
Puts
$28.5M
Net Calls
-$3.72M
Net Calls Change
-$7.46M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$186M
2
Bank of America
Bank of America
North Carolina
+$33.6M
3
First Trust Advisors
First Trust Advisors
Illinois
+$29.8M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$20.8M
5
BCIM
Black Creek Investment Management
Ontario, Canada
+$16.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$256M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$65.2M
3
BlackRock
BlackRock
New York
-$51.5M
4
Invesco
Invesco
Georgia
-$49.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFM
451
LGT Fund Management
Liechtenstein
$239K +$239K +6,021 New
CFGS
452
Concourse Financial Group Securities
Alabama
$237K +$144K +3,629 +155%
SCM
453
Stevens Capital Management
Pennsylvania
$235K +$235K +5,913 New
SC
454
Savant Capital
Illinois
$232K +$232K +5,840 New
MWM
455
Modera Wealth Management
New Jersey
$231K +$231K +5,812 New
PCS
456
Personal CFO Solutions
New Jersey
$231K +$231K +5,833 New
BL
457
Balentine LLC
Georgia
$229K +$229K +5,765 New
SW
458
SVB Wealth
Massachusetts
$228K -$455K -11,455 -67%
ACM
459
Azimuth Capital Management
Michigan
$228K – – –
DFG
460
Demars Financial Group
Washington
$226K +$226K +5,698 New
RHBC
461
R.H. Bluestein & Co
Michigan
$225K – – –
BWM
462
Buckley Wealth Management
Nevada
$221K +$221K +5,582 New
GTAM
463
Global Trust Asset Management
Florida
$218K -$7.47K -188 -3%
CCM
464
Coldstream Capital Management
Washington
$215K +$215K +5,407 New
EP
465
Edgestream Partners
New Jersey
$211K -$517K -13,045 -71%
Barrow, Hanley, Mewhinney & Strauss
466
Barrow, Hanley, Mewhinney & Strauss
Texas
$209K +$1.07K +27 +0.5%
CCP
467
Corient Capital Partners
California
$207K +$207K +5,232 New
BCV
468
Banque Cantonale Vaudoise
Switzerland
$206K – – –
CCM
469
Covington Capital Management
California
$202K +$202K +5,084 New
FBT
470
First Bank & Trust
South Dakota
$191K -$7.93K -200 -4%
PCMC
471
Paragon Capital Management (Colorado)
Colorado
$190K +$190K +4,787 New
AIM
472
Anchor Investment Management
South Carolina
$187K – – –
GWM
473
Geneos Wealth Management
Colorado
$184K +$5.06K +128 +3%
FHA
474
First Horizon Advisors
Tennessee
$179K -$473 -12 -0.3%
Canada Pension Plan Investment Board
475
Canada Pension Plan Investment Board
Ontario, Canada
$173K +$46.7K +1,173 +37%
17 18
19
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