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BorgWarner
BWA

Overview Fund Activity

521 hedge funds and large institutions have $12.4B invested in BorgWarner in 2015 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 157 increasing their positions, 228 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
-13
Holders Change %
-2.43%
% of All Funds
13.9%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
62
Increased
157
Reduced
228
Closed
68
Calls
$23M
Puts
$22.2M
Net Calls
+$791K
Net Calls Change
-$20.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$581M
2
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$340M
3
CIP
Cornerstone Investment Partners
Georgia
$111M
4
WHG
Westwood Holdings Group
Texas
$121M
5
Capital Research Global Investors
Capital Research Global Investors
California
$632M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17M
2
JHIU
Janus Henderson Investors US
Colorado
$8.23M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$23.2M
4
UBS AM
UBS AM
Illinois
$187M
5
Artisan Partners
Artisan Partners
Wisconsin
$81.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
476
Next Financial Group
Texas
$31K – – –
PCM
477
Parsons Capital Management
Rhode Island
$30K +$30K +568 New
TDC
478
Thompson Davis & Co
Virginia
$25K +$3.11K +59 +14%
SAC
479
Smith Affiliated Capital
New York
$24.2K -$22K – –
MCA
480
Mercer Capital Advisers
New Jersey
$24K – – –
EFSCE
481
Enterprise Financial Services Corp (EFSC)
Missouri
$23K – – –
TCOV
482
Trust Company of Vermont
Vermont
$21K – – –
SFWA
483
Summit Financial Wealth Advisors
Louisiana
$21K +$21K +381 New
CCS
484
Crosspoint Capital Strategies
California
$21K +$21K +387 New
GAM
485
Gemmer Asset Management
California
$20K – – –
PMFA
486
Plante Moran Financial Advisors
Michigan
$19K – – –
GWM
487
Gupta Wealth Management
California
$19K +$19K +366 New
CYG
488
Clean Yield Group
Vermont
$18K +$18K +341 New
SIA
489
Stancorp Investment Advisers
Oregon
$16K – – –
CBT
490
Central Bank & Trust
Kentucky
$15K -$15K -284 -50%
CHC
491
City Holding Co
West Virginia
$15K – – –
ZB
492
Zions Bancorporation
Utah
$15K +$15K +284 New
Manulife (Manufacturers Life Insurance)
493
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.5K -$70 -1,312 -0.5%
MA
494
MUFG Americas
New York
$14K – – –
WEC
495
Winslow Evans & Crocker
Massachusetts
$13.9K – – –
CGT
496
Capital Guardian Trust
California
$10K +$10K +182 New
PO
497
Private Ocean
California
$9K – – –
CHP
498
Cable Hill Partners
Oregon
$8K +$8K +142 New
MPWT
499
MassMutual Private Wealth & Trust
Connecticut
$6.05K -$9.87K -186 -62%
SSB
500
Sandy Spring Bank
Maryland
$6K -$53.8K -1,022 -90%
18 19
20
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