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BorgWarner
BWA

Overview Fund Activity

578 hedge funds and large institutions have $9.67B invested in BorgWarner in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 209 increasing their positions, 234 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
-47
Holders Change %
-7.52%
% of All Funds
10.15%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
44
Increased
209
Reduced
234
Closed
83
Calls
$36.9M
Puts
$33.2M
Net Calls
+$3.74M
Net Calls Change
-$25M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$89.4M
2
BCIM
Black Creek Investment Management
Ontario, Canada
$153M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$75.3M
4
American Century Companies
American Century Companies
Missouri
$218M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$69.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$312M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$0
3
Invesco
Invesco
Georgia
$173M
4
First Trust Advisors
First Trust Advisors
Illinois
$45.7M
5
FCM
Frontier Capital Management
Massachusetts
$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
501
Global Retirement Partners
California
$19K +$7.8K +202 +70%
WB
502
Webster Bank
Connecticut
$17K – – –
HNB
503
Huntington National Bank
Ohio
$16K -$33K -853 -67%
VCM
504
Vigilant Capital Management
Maine
$15K +$15K +396 New
PMFA
505
Plante Moran Financial Advisors
Michigan
$15K +$15K +400 New
PFBT
506
Parkside Financial Bank & Trust
Missouri
$14K +$607 +16 +5%
PFGIA
507
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$7.04K +186 +101%
CWC
508
Carolinas Wealth Consulting
North Carolina
$13K -$46.2K -1,215 -78%
JFA
509
JNBA Financial Advisors
Minnesota
$13K – – –
SN
510
Sittner & Nelson
Oregon
$13K – – –
DA
511
Denali Advisors
California
$13K +$13K +341 New
AF
512
Allworth Financial
California
$13K +$13K +354 New
MHR
513
Matthew Hamilton Rosenberg
$11K -$53.1K -1,376 -83%
JWM
514
Janiczek Wealth Management
Colorado
$11K -$1.76K -45 -14%
PCM
515
Peregrine Capital Management
Minnesota
$11K – – –
IAS
516
IMA Advisory Services
Colorado
$11K – – –
GAM
517
Gemmer Asset Management
California
$11K – – –
GEA
518
Glen Eagle Advisors
New Jersey
$10.8K – – –
Loomis, Sayles & Company
519
Loomis, Sayles & Company
Massachusetts
$10K -$11.3M -297,471 -100%
ST
520
Smithfield Trust
Pennsylvania
$10K -$177K -4,825 -95%
AWM
521
Avior Wealth Management
Nebraska
$10K – – –
SCA
522
Stonebridge Capital Advisors
Minnesota
$10K +$597 +16 +6%
GLLW
523
Graves Light Lenhart Wealth
Virginia
$9K – – –
TFO
524
Tarbox Family Office
California
$8K +$1.02K +28 +15%
Fuller & Thaler Asset Management
525
Fuller & Thaler Asset Management
California
$7K – – –
19 20
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