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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
HFA
576
Hoover Financial Advisors
Pennsylvania
$6K
Jones Financial Companies
577
Jones Financial Companies
Missouri
$6K
TFGT
578
TS Financial Group (TSFG)
Illinois
$6K
FMII
579
Farmers & Merchants Investments Inc
Nebraska
$6K +$573 +13 +11%
RA
580
Resolute Advisors
California
$6K +$2.69K +61 +80%
GWS
581
Glassman Wealth Services
Virginia
$6K +$3.35K +76 +125%
Canada Pension Plan Investment Board
582
Canada Pension Plan Investment Board
Ontario, Canada
$5K -$2.18M -49,433 -100%
ZB
583
Zions Bancorporation
Utah
$5K -$44 -1 -0.9%
BAM
584
Barrett Asset Management
New York
$5K
CB
585
Community Bank
New York
$5K
MPWT
586
MassMutual Private Wealth & Trust
Connecticut
$5K +$3.3K +75 +208%
CPWM
587
Cypress Point Wealth Management
Texas
$5K +$5.02K +114 New
TAL
588
TIG Advisors LLC
New York
$5K +$5.02K +114 New
TCOV
589
Trust Company of Vermont
Vermont
$5K +$5.02K +114 New
WQ
590
Wealth Quarterback
New Jersey
$5K +$5.07K +115 New
PG
591
Proffitt & Goodson
Tennessee
$5K +$5.37K +122 New
Nisa Investment Advisors
592
Nisa Investment Advisors
Missouri
$4.11K -$25.5K -579 -0.6%
FHC
593
First Horizon Corporation
Tennessee
$4K -$176 -4 -4%
LC
594
Lindbrook Capital
California
$4K
PWMG
595
Prestige Wealth Management Group
New Jersey
$4K
EBA
596
Eagle Bay Advisors
New York
$4K +$4.01K +91 New
HF
597
Halpern Financial
Virginia
$3.11K
EW
598
Evoke Wealth
California
$3K -$308 -7 -11%
EWA
599
Evolution Wealth Advisors
Florida
$3K
JPLA
600
Joseph P. Lucia & Associates
New York
$3K