BWA icon

BorgWarner
BWA

Overview Fund Activity

523 hedge funds and large institutions have $6.48B invested in BorgWarner in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 173 increasing their positions, 210 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-28
Holders Change %
-5.08%
% of All Funds
11.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
70
Increased
173
Reduced
210
Closed
96
Calls
$9M
Puts
$15.6M
Net Calls
-$6.6M
Net Calls Change
-$366K

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$53.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$52.2M
3
TCAM
Turtle Creek Asset Management
Ontario, Canada
+$37.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$30.6M
5
CVA
Ceredex Value Advisors
Florida
+$29.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$193M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$63.2M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$56.3M
4
BlackRock
BlackRock
New York
-$25.4M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
476
OneDigital Investment Advisors
Kansas
$8K -$6.09K -198 -43%
HR
477
Howe & Rusling
New York
$8K -$1.22K -42 -13%
WEC
478
Winslow Evans & Crocker
Massachusetts
$8K – – –
GWM
479
Geneos Wealth Management
Colorado
$7K -$4.28K -142 -38%
BC
480
Bartlett & Co
Ohio
$7K +$7K +227 New
BCWM
481
Bartlett & Co Wealth Management
Ohio
$6.95K +$6.95K +227 New
First Manhattan
482
First Manhattan
New York
$6K -$8.68K -288 -59%
TL
483
TrueWealth LLC
Georgia
$5K -$3.97K -142 -44%
BL
484
Balentine LLC
Georgia
$5K – – –
PFBT
485
Parkside Financial Bank & Trust
Missouri
$5K +$1.29K +39 +35%
WANY
486
Wealthspire Advisors (New York)
New York
$5K +$5K +157 New
WCM
487
WealthBridge Capital Management
Ohio
$5K +$5K +170 New
TCOV
488
Trust Company of Vermont
Vermont
$4K -$7.15K -227 -64%
CFG
489
Citizens Financial Group
Rhode Island
$4K – – –
AC
490
Avestar Capital
New York
$4K +$3.07K +122 +330%
PWMG
491
Prestige Wealth Management Group
New Jersey
$4K +$4K +141 New
AIA
492
Alera Investment Advisors
Illinois
$4K +$4K +145 New
PWM
493
PRW Wealth Management
Massachusetts
$4K +$4K +151 New
PAMU
494
Pictet Asset Management (UK)
United Kingdom
$3.81K -$469 -15,336 -11%
FMII
495
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
ACS
496
Archford Capital Strategies
Illinois
$3K – – –
CJA
497
C-J Advisory
California
$3K – – –
GWA
498
Guidant Wealth Advisors
Illinois
$3K – – –
SMFS
499
Squar Milner Financial Services
California
$3K – – –
EFSCE
500
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$2.03K +67 +209%
18 19
20
21 22