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BorgWarner

628 hedge funds and large institutions have $10.9B invested in BorgWarner in 2021 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 222 increasing their positions, 221 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $51.9M | Put options by funds: $23.2M

77% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 52

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more funds holding

Funds holding: 594628 (+34)

4% more capital invested

Capital invested by funds: $10.5B → $10.9B (+$462M)

0% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 221

0.66% less ownership

Funds ownership: 107.47%106.8% (-0.66%)

Holders
628
Holders Change
+34
Holders Change %
+5.72%
% of All Funds
10.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
92
Increased
222
Reduced
221
Closed
52
Calls
$51.9M
Puts
$23.2M
Net Calls
+$28.7M
Net Calls Change
+$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
501
Private Capital Group
Connecticut
$102K -$12.2K -278 -10%
S
502
SignatureFD
Georgia
$99K +$3.08K +70 +3%
WA
503
WestEnd Advisors
North Carolina
$97K
ECM
504
Estabrook Capital Management
New York
$95.9K
PGWM
505
Parisi Gray Wealth Management
New Jersey
$90K +$93K +2,111 New
FA
506
Fortis Advisors
Pennsylvania
$81K
WT
507
Washington Trust
Rhode Island
$79K
HL
508
Harding Loevner
New Jersey
$78K
MIHAS
509
Maj Invest Holding A/S
Denmark
$73K
MHR
510
Matthew Hamilton Rosenberg
$71K +$73.2K +1,661 New
TSW
511
Thompson Siegel & Walmsley
Virginia
$68K -$32.6M -740,714 -100%
BHWM
512
Bay Harbor Wealth Management
Maryland
$67K -$176 -4 -0.3%
CWC
513
Carolinas Wealth Consulting
North Carolina
$67K +$396 +9 +0.6%
BCA
514
Berman Capital Advisors
Georgia
$64K +$40.5K +920 +159%
NIM
515
NuWave Investment Management
New Jersey
$62K -$251K -5,702 -80%
GM
516
GeoWealth Management
Illinois
$61K +$62K +1,408 New
CI
517
CX Institutional
Indiana
$59K +$3.88K +88 +7%
AWM
518
AllSquare Wealth Management
New York
$58K
CAL
519
Capital Analysts LLC
Pennsylvania
$57K +$132 +3 +0.2%
SAM
520
Shell Asset Management
Netherlands
$56K -$28.9K -656 -33%
CFD
521
Creative Financial Designs
Indiana
$56K
HNB
522
Huntington National Bank
Ohio
$54K -$3.08K -70 -5%
TPCW
523
TD Private Client Wealth
New York
$51K +$4.54K +103 +9%
QCG
524
Quadrant Capital Group
Ohio
$51K +$1.58K +36 +3%
MCM
525
Manchester Capital Management
Vermont
$49K