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BorgWarner
BWA

Overview Fund Activity

608 hedge funds and large institutions have $7.25B invested in BorgWarner in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 229 increasing their positions, 224 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
10.28%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
75
Increased
229
Reduced
224
Closed
66
Calls
$42.4M
Puts
$30.2M
Net Calls
+$12.2M
Net Calls Change
+$24.1M

Top Buyers

1
Newport Trust Company
Newport Trust Company
District of Columbia
$59.6M
2
Harris Associates
Harris Associates
Illinois
$389M
3
Morgan Stanley
Morgan Stanley
New York
$96.6M
4
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$19.6M
5
CVA
Ceredex Value Advisors
Florida
$41.7M

Top Sellers

1
BlackRock
BlackRock
New York
$661M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$179M
3
BCIM
Black Creek Investment Management
Ontario, Canada
$136M
4
SIM
Sprucegrove Investment Management
Ontario, Canada
$29.9M
5
Amundi
Amundi
France
$79.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
476
American Portfolios Advisors
New York
$77.7K +$5.35K +182 +7%
BTI
477
Blue Trust Inc
Georgia
$74K +$74K +2,170 New
Lazard Asset Management
478
Lazard Asset Management
New York
$73K – – –
S
479
SignatureFD
Georgia
$73K +$1.03K +35 +1%
DMBA
480
Deseret Mutual Benefit Administrators
Utah
$72K +$1.24K +42 +2%
OIA
481
Optimum Investment Advisors
Illinois
$66K – – –
ECM
482
Estabrook Capital Management
New York
$64.8K -$118 -4 -0.2%
BFEC
483
Benjamin F. Edwards & Company
Missouri
$62K – – –
MHR
484
Matthew Hamilton Rosenberg
$61K +$52.5K +1,760 +618%
PP
485
Paloma Partners
Connecticut
$60K +$60K +2,045 New
TC
486
Truvestments Capital
Florida
$55K +$55K +1,880 New
WT
487
Whittier Trust
California
$52K -$48.9K -1,652 -48%
SIM
488
Sentry Investment Management
Wisconsin
$50K -$9.72K -334 -16%
CFD
489
Creative Financial Designs
Indiana
$50K -$3.25K -111 -6%
MIHAS
490
Maj Invest Holding A/S
Denmark
$50K – – –
Rockefeller Capital Management
491
Rockefeller Capital Management
New York
$48K -$15.8K -551 -25%
TPCW
492
TD Private Client Wealth
New York
$47.2K +$13.8K +470 +41%
HPC
493
HM Payson & Co
Maine
$47K -$737 -25 -2%
TCWM
494
Total Clarity Wealth Management
Illinois
$46K +$46K +1,561 New
JWA
495
JFS Wealth Advisors
Pennsylvania
$44K +$964 +33 +2%
SOW
496
State of Wyoming
Wyoming
$44K +$44K +1,481 New
CFO
497
CVA Family Office
Colorado
$44K +$44K +1,511 New
EWM
498
Evermay Wealth Management
Virginia
$43K +$3.32K +114 +8%
HI
499
Harbour Investments
Wisconsin
$43K +$43K +1,447 New
QCG
500
Quadrant Capital Group
Ohio
$41K -$680 -23 -2%
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