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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 %
BIA
576
Bell Investment Advisors
California
$3K +$3K +101 New
PFGIA
577
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$7.38K -284 -79%
CWP
578
Concord Wealth Partners
Virginia
$2K -$2K -66 -50%
SBL
579
Sargent Bickham Lagudis
Colorado
$2K – – –
PP
580
PrairieView Partners
Minnesota
$2K – – –
KFI
581
Key Financial Inc
Pennsylvania
$2K – – –
DI
582
Disciplined Investments
Oklahoma
$2K +$491 +14 +33%
AF
583
Allworth Financial
California
$2K +$1.43K +40 +250%
GEA
584
Glen Eagle Advisors
New Jersey
$1.7K – – –
SWA
585
Sutton Wealth Advisors
Florida
$1.4K +$467 +16 +50%
BPC
586
Banque Pictet & Cie
Switzerland
$1.31K -$411 -13,984 -24%
EI
587
Ellevest Inc
New York
$1K -$11.5K -254 -92%
MSFP
588
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
MA
589
MCF Advisors
Kentucky
$1K – – –
LPWM
590
Lake Point Wealth Management
Texas
$1K – – –
BWM
591
Baystate Wealth Management
Massachusetts
$1K +$20 +1 +2%
BWM
592
BerganKDV Wealth Management
Minnesota
$1K +$24 +1 +3%
AWM
593
Accel Wealth Management
Iowa
$1K +$1K +19 New
SC
594
Sierra Capital
Florida
$1K +$1K +26 New
Jones Financial Companies
595
Jones Financial Companies
Missouri
$1K +$1K +43 New
PCH
596
Polar Capital Holdings
United Kingdom
$788 +$3 +113 +0.4%
MGIM
597
M&G Investment Management
United Kingdom
$337 – – –
WA
598
WestEnd Advisors
North Carolina
$66 +$66 +2 New
WIM
599
Westside Investment Management
California
$21 -$7 -227 -24%
CFG
600
Citizens Financial Group
Rhode Island
– -$7.4M -215,965 Closed
22 23
24
25 26