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BorgWarner
BWA

Overview Fund Activity

592 hedge funds and large institutions have $10.4B invested in BorgWarner in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 201 increasing their positions, 202 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+32
Holders Change %
+5.71%
% of All Funds
10.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
108
Increased
201
Reduced
202
Closed
71
Calls
$36.4M
Puts
$29.6M
Net Calls
+$6.86M
Net Calls Change
-$16.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$155M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$65.1M
3
FCM
Frontier Capital Management
Massachusetts
+$58.7M
4
KP
Kiltearn Partners
United Kingdom
+$42.3M
5
Franklin Resources
Franklin Resources
California
+$37.7M

Top Sellers

1
CVA
Ceredex Value Advisors
Florida
-$139M
2
BCIM
Black Creek Investment Management
Ontario, Canada
-$111M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$100M
4
Harris Associates
Harris Associates
Illinois
-$92.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
476
Fortis Advisors
Pennsylvania
$78K – – –
HL
477
Harding Loevner
New Jersey
$75K – – –
WT
478
Washington Trust
Rhode Island
$75K – – –
HI
479
Harbour Investments
Wisconsin
$75K +$75K +1,849 New
LTI
480
Laffer Tengler Investments
Tennessee
$74.5K +$74.5K +1,826 New
MIHAS
481
Maj Invest Holding A/S
Denmark
$70K – – –
BHWM
482
Bay Harbor Wealth Management
Maryland
$64K +$10.6K +262 +20%
CIA
483
CSat Investment Advisory
Michigan
$63K -$20.2K -495 -24%
CWC
484
Carolinas Wealth Consulting
North Carolina
$63K -$14.3K -351 -18%
FF
485
FourThought Financial
Florida
$56K -$13.5K -334 -19%
AWM
486
AllSquare Wealth Management
New York
$55K +$2.56K +63 +5%
HNB
487
Huntington National Bank
Ohio
$55K +$10.9K +265 +25%
CAL
488
Capital Analysts LLC
Pennsylvania
$54K +$122 +3 +0.2%
CFD
489
Creative Financial Designs
Indiana
$53K – – –
CI
490
CX Institutional
Indiana
$52K +$2.55K +63 +5%
QCG
491
Quadrant Capital Group
Ohio
$47K +$1.14K +28 +2%
MCM
492
Manchester Capital Management
Vermont
$46K – – –
Carson Wealth (CWM LLC)
493
Carson Wealth (CWM LLC)
Nebraska
$46K – – –
TPCW
494
TD Private Client Wealth
New York
$44.5K +$7.06K +173 +19%
AF
495
Advisornet Financial
Minnesota
$44K – – –
SPIA
496
Steward Partners Investment Advisory
New York
$42K +$531 +13 +1%
ACM
497
Allred Capital Management
Texas
$40.6K +$40.6K +994 New
CWM
498
Cranbrook Wealth Management
Michigan
$39K +$39K +947 New
LAS
499
Lloyd Advisory Services
Georgia
$37K +$8.24K +204 +29%
ETC
500
Exchange Traded Concepts
Oklahoma
$35K -$23.6K -579 -40%
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