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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
WB
551
Webster Bank
Connecticut
$19K
CFO
552
CVA Family Office
Colorado
$19K +$17.5K +397 +993%
JFA
553
JNBA Financial Advisors
Minnesota
$15K
SN
554
Sittner & Nelson
Oregon
$15K
PFBT
555
Parkside Financial Bank & Trust
Missouri
$15K +$2.33K +53 +18%
JWM
556
Janiczek Wealth Management
Colorado
$14K +$3.08K +70 +27%
CFA
557
Carroll Financial Associates
North Carolina
$13K +$4.58K +104 +50%
GEA
558
Glen Eagle Advisors
New Jersey
$12.2K
AWM
559
Avior Wealth Management
Nebraska
$12K
GAM
560
Gemmer Asset Management
California
$12K
PCM
561
Peregrine Capital Management
Minnesota
$12K
GRP
562
Global Retirement Partners
California
$12K +$6.78K +154 +113%
IAS
563
IMA Advisory Services
Colorado
$12K +$12.5K +284 New
SCA
564
Stonebridge Capital Advisors
Minnesota
$11K +$6.78K +154 +157%
GLLW
565
Graves Light Lenhart Wealth
Virginia
$10K
Fuller & Thaler Asset Management
566
Fuller & Thaler Asset Management
California
$8K -$9.78K -222 -53%
PFGIA
567
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$5.02K -114 -38%
EWM
568
Elmwood Wealth Management
California
$8K
TFO
569
Tarbox Family Office
California
$8K
TWA
570
TCI Wealth Advisors
Arizona
$8K +$1.63K +37 +27%
CWP
571
Concord Wealth Partners
Virginia
$7K -$4.36K -99 -38%
HWM
572
Holloway Wealth Management
Florida
$7K
SC
573
Sierra Capital
Florida
$7K
TFIPS
574
Towarzystwo Funduszy Inwestycyjnych PZU SA
$6.31K
SIM
575
Sentry Investment Management
Wisconsin
$6K -$89K -2,022 -93%