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BorgWarner
BWA

Overview Fund Activity

501 hedge funds and large institutions have $7.8B invested in BorgWarner in 2016 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 162 increasing their positions, 180 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+26
Holders Change %
+5.47%
% of All Funds
12.54%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
92
Increased
162
Reduced
180
Closed
57
Calls
$25M
Puts
$35.6M
Net Calls
-$10.6M
Net Calls Change
-$3.76M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$402M
2
Victory Capital Management
Victory Capital Management
Texas
$119M
3
AAMU
Amundi Asset Management US
Massachusetts
$82.7M
4
KP
Kiltearn Partners
United Kingdom
$120M
5
Vanguard Group
Vanguard Group
Pennsylvania
$771M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$23.5M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$25.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$7.32M
4
First Trust Advisors
First Trust Advisors
Illinois
$12.9M
5
Citadel Advisors
Citadel Advisors
Florida
$338K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
476
Carson Wealth (CWM LLC)
Nebraska
$6K +$4.38K +122 +271%
BIG
477
Bellwether Investment Group
Tennessee
$6K +$6K +168 New
OFW
478
Omnia Family Wealth
Florida
$5K +$5K +132 New
AA
479
Ancora Advisors
Ohio
$5K +$5K +141 New
PG
480
Patten Group
Tennessee
$4K – – –
GWA
481
Guidant Wealth Advisors
Illinois
$4K – – –
SSB
482
Sandy Spring Bank
Maryland
$4K – – –
NCM
483
Nelson Capital Management
California
$4K – – –
EF
484
Empirical Finance
Pennsylvania
$4K +$4K +115 New
MSFP
485
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
GBT
486
Grove Bank & Trust
Florida
$3K +$3K +97 New
WPA
487
West Paces Advisors
Georgia
$2.68K +$2.68K +77 New
FMII
488
Farmers & Merchants Investments Inc
Nebraska
$2K -$2.23K -59 -53%
PCP
489
Proficio Capital Partners
Massachusetts
$2K – – –
HR
490
Howe & Rusling
New York
$2K +$2K +61 New
EFSCE
491
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
AWM
492
AllSquare Wealth Management
New York
$1K – – –
YWP
493
YorkBridge Wealth Partners
New York
$1K +$1K +31 New
BTIS
494
BB&T Investment Services
North Carolina
$1K +$1K +34 New
LS
495
Livforsakringsbolaget Skandia
Sweden
$962 -$2.8K -80,600 -74%
SWA
496
Sutton Wealth Advisors
Florida
$670 – – –
SLF
497
Sun Life Financial
Ontario, Canada
$107 +$107 +5 New
PK
498
Pflug Koory
Nebraska
$2 +$2 +62 New
Millennium Management
499
Millennium Management
New York
– -$19.6M -633,004 Closed
MTB
500
Mizuho Trust & Banking
Japan
– -$12.8M -411,869 Closed
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