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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 %
MAM
551
McCarthy Asset Management
California
$2K – – –
EW
552
Evoke Wealth
California
$2K – – –
LPWM
553
Lake Point Wealth Management
Texas
$2K – – –
EWA
554
Evolution Wealth Advisors
Florida
$2K – – –
SBL
555
Sargent Bickham Lagudis
Colorado
$2K – – –
KFI
556
Key Financial Inc
Pennsylvania
$2K – – –
BWM
557
Baystate Wealth Management
Massachusetts
$2K – – –
BWM
558
BerganKDV Wealth Management
Minnesota
$2K – – –
PP
559
PrairieView Partners
Minnesota
$2K +$2K +64 New
SWA
560
Sutton Wealth Advisors
Florida
$1.12K -$1.2K -32 -52%
DFCM
561
Dark Forest Capital Management
Puerto Rico
$1K -$183K -2,749 -99%
AWM
562
AllSquare Wealth Management
New York
$1K -$49.1K -1,325 -98%
CFA
563
Carroll Financial Associates
North Carolina
$1K -$8.69K -278 -90%
Jones Financial Companies
564
Jones Financial Companies
Missouri
$1K -$3.11K -112 -76%
LIM
565
Longfellow Investment Management
Massachusetts
$1K – – –
MA
566
MCF Advisors
Kentucky
$1K +$1K +17 New
SSB
567
Sandy Spring Bank
Maryland
$1K +$1K +17 New
EI
568
Ellevest Inc
New York
$1K +$1K +18 New
WIM
569
Westside Investment Management
California
$36 – – –
BBHC
570
Brown Brothers Harriman & Co
New York
$5 – – –
Neuberger Berman Group
571
Neuberger Berman Group
New York
– -$58.6M -1,371,095 Closed
DIA
572
Dana Investment Advisors
Wisconsin
– -$26.3M -616,191 Closed
Los Angeles Capital Management
573
Los Angeles Capital Management
California
– -$10.2M -238,642 Closed
MCM
574
Moore Capital Management
New York
– -$9.74M -227,863 Closed
PI
575
PGGM Investments
Netherlands
– -$9.71M -227,247 Closed
21 22
23
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