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BorgWarner
BWA

Overview Fund Activity

608 hedge funds and large institutions have $7.25B invested in BorgWarner in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 229 increasing their positions, 224 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
10.28%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
75
Increased
229
Reduced
224
Closed
66
Calls
$42.4M
Puts
$30.2M
Net Calls
+$12.2M
Net Calls Change
+$24.1M

Top Buyers

1
Newport Trust Company
1
Newport Trust Company
District of Columbia
$59.6M
2
Harris Associates
2
Harris Associates
Illinois
$389M
3
Morgan Stanley
3
Morgan Stanley
New York
$96.6M
4
Retirement Systems of Alabama
4
Retirement Systems of Alabama
Alabama
$19.6M
5
CVA
5
Ceredex Value Advisors
Florida
$41.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$661M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$179M
3
BCIM
3
Black Creek Investment Management
Ontario, Canada
$136M
4
SIM
4
Sprucegrove Investment Management
Ontario, Canada
$29.9M
5
Amundi
5
Amundi
France
$79.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
526
Private Capital Group
Connecticut
$16K – – –
SPIA
527
Steward Partners Investment Advisory
New York
$16K +$783 +27 +5%
HFS
528
Hantz Financial Services
Michigan
$14K -$696 -24 -5%
LFG
529
Larson Financial Group
Missouri
$13K – – –
CWC
530
Carolinas Wealth Consulting
North Carolina
$12K -$1.55K -54 -11%
TCOV
531
Trust Company of Vermont
Vermont
$11K +$11K +373 New
LC
532
Lindbrook Capital
California
$10K -$1.54K -50 -13%
HIA
533
Harbor Investment Advisory
Maryland
$10K – – –
JFA
534
JNBA Financial Advisors
Minnesota
$10K – – –
SN
535
Sittner & Nelson
Oregon
$10K – – –
DA
536
Denali Advisors
California
$10K – – –
CA
537
Crewe Advisors
Utah
$10K +$10K +332 New
AA
538
AlphaMark Advisors
Kentucky
$10K +$10K +341 New
PCM
539
Peregrine Capital Management
Minnesota
$9K – – –
CT
540
Cambridge Trust
Massachusetts
$9K +$1.25K +44 +16%
GWS
541
Glassman Wealth Services
Virginia
$9K +$4.46K +150 +98%
WB
542
Webster Bank
Connecticut
$8K -$4.48K -159 -36%
AWM
543
Avior Wealth Management
Nebraska
$8K – – –
ST
544
Smithfield Trust
Pennsylvania
$8K – – –
FPFS
545
First Personal Financial Services
North Carolina
$8K – – –
EWA
546
EverSource Wealth Advisors
Alabama
$8K +$3.32K +120 +71%
GLLW
547
Graves Light Lenhart Wealth
Virginia
$7K – – –
PG
548
Proffitt & Goodson
Tennessee
$7K – – –
GWSG
549
GPS Wealth Strategies Group
Colorado
$7K +$7K +227 New
BBHC
550
Brown Brothers Harriman & Co
New York
$6K -$80.8K -2,600 -93%
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