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BorgWarner
BWA

Overview Fund Activity

625 hedge funds and large institutions have $10.9B invested in BorgWarner in 2021 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 222 increasing their positions, 219 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+33
Holders Change %
+5.57%
% of All Funds
10.91%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
91
Increased
222
Reduced
219
Closed
52
Calls
$51.9M
Puts
$23.2M
Net Calls
+$28.7M
Net Calls Change
+$21.8M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$206M
2
BlackRock
BlackRock
New York
$1.22B
3
Wells Fargo
Wells Fargo
California
$67.9M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$108M
5
Bank of America
Bank of America
North Carolina
$134M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$444M
2
CVA
Ceredex Value Advisors
Florida
$55.1M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$356M
4
TSW
Thompson Siegel & Walmsley
Virginia
$68K
5
AQR Capital Management
AQR Capital Management
Connecticut
$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
501
Estabrook Capital Management
New York
$95.9K – – –
PGWM
502
Parisi Gray Wealth Management
New Jersey
$90K +$90K +2,111 New
FA
503
Fortis Advisors
Pennsylvania
$81K – – –
WT
504
Washington Trust
Rhode Island
$79K – – –
HL
505
Harding Loevner
New Jersey
$78K – – –
MIHAS
506
Maj Invest Holding A/S
Denmark
$73K – – –
MHR
507
Matthew Hamilton Rosenberg
$71K +$71K +1,661 New
TSW
508
Thompson Siegel & Walmsley
Virginia
$68K -$31.5M -740,714 -100%
BHWM
509
Bay Harbor Wealth Management
Maryland
$67K -$170 -4 -0.3%
CWC
510
Carolinas Wealth Consulting
North Carolina
$67K +$387 +9 +0.6%
BCA
511
Berman Capital Advisors
Georgia
$64K +$39.3K +920 +159%
NIM
512
NuWave Investment Management
New Jersey
$62K -$244K -5,702 -80%
GM
513
GeoWealth Management
Illinois
$61K +$61K +1,408 New
CI
514
CX Institutional
Indiana
$59K +$3.78K +88 +7%
AWM
515
AllSquare Wealth Management
New York
$58K – – –
CAL
516
Capital Analysts LLC
Pennsylvania
$57K +$128 +3 +0.2%
SAM
517
Shell Asset Management
Netherlands
$56K -$28.1K -656 -33%
CFD
518
Creative Financial Designs
Indiana
$56K – – –
HNB
519
Huntington National Bank
Ohio
$54K -$2.98K -70 -5%
TPCW
520
TD Private Client Wealth
New York
$51K +$4.4K +103 +9%
QCG
521
Quadrant Capital Group
Ohio
$51K +$1.54K +36 +3%
MCM
522
Manchester Capital Management
Vermont
$49K – – –
EWM
523
Evermay Wealth Management
Virginia
$49K +$49K +1,136 New
AF
524
Advisornet Financial
Minnesota
$47K – – –
Carson Wealth (CWM LLC)
525
Carson Wealth (CWM LLC)
Nebraska
$46K – – –
19 20
21
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