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BorgWarner
BWA

Overview Fund Activity

592 hedge funds and large institutions have $10.4B invested in BorgWarner in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 201 increasing their positions, 202 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+32
Holders Change %
+5.71%
% of All Funds
10.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
108
Increased
201
Reduced
202
Closed
71
Calls
$36.4M
Puts
$29.6M
Net Calls
+$6.86M
Net Calls Change
-$16.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$155M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$65.1M
3
FCM
Frontier Capital Management
Massachusetts
+$58.7M
4
KP
Kiltearn Partners
United Kingdom
+$42.3M
5
Franklin Resources
Franklin Resources
California
+$37.7M

Top Sellers

1
CVA
Ceredex Value Advisors
Florida
-$139M
2
BCIM
Black Creek Investment Management
Ontario, Canada
-$111M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$100M
4
Harris Associates
Harris Associates
Illinois
-$92.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
526
Gemmer Asset Management
California
$11K – – –
CWP
527
Concord Wealth Partners
Virginia
$11K +$11K +260 New
BCWM
528
Bartlett & Co Wealth Management
Ohio
$10.4K +$9.28K +227 +841%
IAIM
529
International Assets Investment Management
Florida
$10K – – –
JWM
530
Janiczek Wealth Management
Colorado
$10K +$2.07K +53 +26%
BC
531
Bartlett & Co
Ohio
$10K +$8.94K +227 +841%
GLLW
532
Graves Light Lenhart Wealth
Virginia
$9K – – –
TFO
533
Tarbox Family Office
California
$8K – – –
EWM
534
Elmwood Wealth Management
California
$8K +$8K +199 New
CFA
535
Carroll Financial Associates
North Carolina
$8K +$8K +206 New
SLF
536
Sun Life Financial
Ontario, Canada
$7K -$130 -3 -2%
EP
537
Eudaimonia Partners
Tennessee
$7K +$7K +173 New
TFIPS
538
Towarzystwo Funduszy Inwestycyjnych PZU SA
$6.03K – – –
GRP
539
Global Retirement Partners
California
$6K -$9.88K -224 -62%
TFGT
540
TS Financial Group (TSFG)
Illinois
$6K -$1.37K -32 -19%
HFA
541
Hoover Financial Advisors
Pennsylvania
$6K – – –
TWA
542
TCI Wealth Advisors
Arizona
$6K +$4.58K +106 +321%
VanEck Associates
543
VanEck Associates
New York
$6K +$6K +135 New
TCWM
544
Total Clarity Wealth Management
Illinois
$6K +$6K +143 New
Jones Financial Companies
545
Jones Financial Companies
Missouri
$6K +$6K +148 New
SC
546
Sierra Capital
Florida
$6K +$6K +158 New
FMII
547
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
CB
548
Community Bank
New York
$5K – – –
ZB
549
Zions Bancorporation
Utah
$5K +$3.33K +74 +200%
BAM
550
Barrett Asset Management
New York
$5K +$5K +114 New
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