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BorgWarner
BWA

Overview Fund Activity

518 hedge funds and large institutions have $11.7B invested in BorgWarner in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 181 increasing their positions, 201 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-3
Holders Change %
-0.58%
% of All Funds
13.97%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.22%
New
45
Increased
181
Reduced
201
Closed
38
Calls
$15.6M
Puts
$17.4M
Net Calls
-$1.72M
Net Calls Change
-$2.52M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$132M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$90.5M
3
UBS AM
UBS AM
Illinois
$224M
4
GE
General Electric
Ohio
$46.5M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$326M

Top Sellers

1
AIM
abrdn Investment Management
United Kingdom
$177M
2
Allianz Asset Management
Allianz Asset Management
Germany
$46.1M
3
TP
Theleme Partners
United Kingdom
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$165M
5
CM
Castleark Management
Illinois
$588K
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
476
Parasol Investment Management
Illinois
$30K – – –
GWM
477
Gupta Wealth Management
California
$30K +$11.9K +241 +66%
NFG
478
Next Financial Group
Texas
$29K – – –
BL
479
Balentine LLC
Georgia
$28K -$8.55K -170 -23%
VIA
480
Vident Investment Advisory
Georgia
$28K +$28K +553 New
Simplex Trading
481
Simplex Trading
Illinois
$27K +$27K +553 New
TDC
482
Thompson Davis & Co
Virginia
$25K +$1.49K +30 +6%
MCA
483
Mercer Capital Advisers
New Jersey
$23K – – –
BAM
484
Brave Asset Management
New Jersey
$23K +$23K +466 New
SAC
485
Smith Affiliated Capital
New York
$22.7K -$24.2K – –
IPC
486
Independent Portfolio Consultants
Florida
$21K +$15.3K +310 +267%
TCOV
487
Trust Company of Vermont
Vermont
$20K – – –
MPWT
488
MassMutual Private Wealth & Trust
Connecticut
$19.2K +$12.6K +220 +193%
GAM
489
Gemmer Asset Management
California
$19K – – –
SFWA
490
Summit Financial Wealth Advisors
Louisiana
$19K – – –
PMFA
491
Plante Moran Financial Advisors
Michigan
$18K – – –
EFSCE
492
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$6.92K -138 -32%
CHC
493
City Holding Co
West Virginia
$14K – – –
S
494
SignatureFD
Georgia
$14K +$8.35K +170 +148%
JG
495
Jefferies Group
New York
$14K +$14K +284 New
First Manhattan
496
First Manhattan
New York
$14K +$14K +289 New
Manulife (Manufacturers Life Insurance)
497
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.4K -$227 -4,545 -2%
MA
498
MUFG Americas
New York
$13K – – –
IMS
499
Index Management Solutions
Pennsylvania
$10K +$5.89K +116 +143%
BCM
500
Brookstone Capital Management
Illinois
$10K +$10K +204 New
18 19
20
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