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BorgWarner
BWA

Overview Fund Activity

504 hedge funds and large institutions have $11B invested in BorgWarner in 2014 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 213 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
-4
Holders Change %
-0.79%
% of All Funds
14.63%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.29%
New
56
Increased
168
Reduced
213
Closed
56
Calls
$26.3M
Puts
$8.61M
Net Calls
+$17.7M
Net Calls Change
+$21.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$294M
2
AIM
abrdn Investment Management
United Kingdom
$337M
3
UBS AM
UBS AM
Illinois
$197M
4
JHIU
Janus Henderson Investors US
Colorado
$116M
5
Citadel Advisors
Citadel Advisors
Florida
$46M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$256M
2
Norges Bank
Norges Bank
Norway
$153M
3
American Century Companies
American Century Companies
Missouri
$365M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$290M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$48.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
501
Cornerstone Advisors (Washington)
Washington
$4K -$742 -18 -16%
BGIM
502
Brandywine Global Investment Management
Pennsylvania
$4K – – –
TFO
503
Tarbox Family Office
California
$4K +$578 +13 +17%
FAM
504
Fortaleza Asset Management
Illinois
$1K -$1.43K -40 -59%
OC
505
Oakworth Capital
Alabama
$1K – – –
MIM
506
Macroview Investment Management
Maryland
$1K +$1K +11 New
Balyasny Asset Management
507
Balyasny Asset Management
Illinois
– -$20M -348,493 Closed
WI
508
Wafra Inc
New York
– -$11.9M -206,638 Closed
FP
509
Foundry Partners
Minnesota
– -$11.1M -194,222 Closed
CCI
510
Columbus Circle Investors
– -$11M -192,298 Closed
CGI
511
CI Global Investments
California
– -$6.58M -114,736 Closed
WRF
512
Waddell & Reed Financial
Kansas
– -$5.54M -96,560 Closed
CIC
513
Chase Investment Counsel
Virginia
– -$5.12M -89,156 Closed
CCM
514
Catapult Capital Management
New York
– -$4.36M -75,930 Closed
Royal London Asset Management
515
Royal London Asset Management
United Kingdom
– -$3.25M -60,706 Closed
PWM
516
Patriot Wealth Management
Texas
– -$3.41M -59,334 Closed
LP
517
LMR Partners
United Kingdom
– -$3.39M -59,000 Closed
WCBA
518
Weaver C. Barksdale & Associates
Tennessee
– -$2.25M -39,192 Closed
HH
519
HWG Holdings
Texas
– -$1.9M -33,096 Closed
BIM
520
BRC Investment Management
Colorado
– -$1.28M -22,270 Closed
QSS
521
Quantitative Systematic Strategies
Florida
– -$1.22M -21,189 Closed
Westfield Capital Management
522
Westfield Capital Management
Massachusetts
– -$1.1M -19,176 Closed
SSWM
523
Sheets Smith Wealth Management
North Carolina
– -$993K -17,309 Closed
CWM
524
Calamos Wealth Management
Illinois
– -$795K -13,850 Closed
JIP
525
Jaffetilchin Investment Partners
Florida
– -$766K -13,348 Closed
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