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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
$231M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$91.2M
3
TCAM
Turtle Creek Asset Management
Ontario, Canada
$92.3M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$126M
5
CVA
Ceredex Value Advisors
Florida
$29.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6.86M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
BlackRock
BlackRock
New York
$547M
5
Capital Research Global Investors
Capital Research Global Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
501
HM Payson & Co
Maine
$2K -$789K -28,396 -100%
BWM
502
Baystate Wealth Management
Massachusetts
$2K – – –
TCA
503
Tortoise Capital Advisors
Kansas
$2K +$941 +24 +89%
CFA
504
Clarfeld Financial Advisors
New York
$2K +$2K +52 New
AIM
505
Advantage Investment Management
Iowa
$2K +$2K +60 New
WPA
506
West Paces Advisors
Georgia
$1.11K – – –
CT
507
Chicago Trust
Illinois
$1.06K +$31 +1,019 +3%
SWA
508
Sutton Wealth Advisors
Florida
$1.04K -$429 -14 -29%
FC
509
Ferris Capital
Massachusetts
$1K -$1.86K -52 -65%
YWP
510
YorkBridge Wealth Partners
New York
$1K – – –
OFW
511
Omnia Family Wealth
Florida
$1K – – –
AWM
512
AllSquare Wealth Management
New York
$1K – – –
PK
513
Pflug Koory
Nebraska
$1K – – –
RA
514
Rational Advisors
New York
$1K +$64 +3 +7%
NIM
515
NuWave Investment Management
New Jersey
$1K +$64 +3 +7%
CA
516
Claro Advisors
Massachusetts
$1K +$1K +22 New
PMFA
517
Plante Moran Financial Advisors
Michigan
$1K +$1K +42 New
LPWM
518
Lake Point Wealth Management
Texas
$1K +$1K +45 New
CFGS
519
Concourse Financial Group Securities
Alabama
$1K +$1K +65 New
GT
520
Glenmede Trust
Pennsylvania
$864 -$874 -28,622 -50%
Capital International Investors
521
Capital International Investors
California
– -$193M -5,112,000 Closed
Point72 Asset Management
522
Point72 Asset Management
Connecticut
– -$56.3M -1,493,850 Closed
Capital Research Global Investors
523
Capital Research Global Investors
California
– -$23.8M -630,974 Closed
AL
524
AJO LP
Pennsylvania
– -$10.9M -290,118 Closed
Squarepoint
525
Squarepoint
New York
– -$10.6M -281,195 Closed
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