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BorgWarner
BWA

Overview Fund Activity

625 hedge funds and large institutions have $10.9B invested in BorgWarner in 2021 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 222 increasing their positions, 219 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+33
Holders Change %
+5.57%
% of All Funds
10.91%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
91
Increased
222
Reduced
219
Closed
52
Calls
$51.9M
Puts
$23.2M
Net Calls
+$28.7M
Net Calls Change
+$21.8M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$206M
2
BlackRock
2
BlackRock
New York
$1.22B
3
Wells Fargo
3
Wells Fargo
California
$67.9M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$108M
5
Bank of America
5
Bank of America
North Carolina
$134M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$444M
2
CVA
2
Ceredex Value Advisors
Florida
$55.1M
3
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$356M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$68K
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
601
Key Financial Inc
Pennsylvania
$3K – – –
SWA
602
Sutton Wealth Advisors
Florida
$2.67K +$1.51K +35 +130%
Rockefeller Capital Management
603
Rockefeller Capital Management
New York
$2K -$1.55K -38 -44%
CCM
604
Covington Capital Management
California
$2K -$982 -28 -33%
HI
605
Hudock Inc
Pennsylvania
$2K – – –
BWM
606
Baystate Wealth Management
Massachusetts
$2K – – –
BWM
607
BerganKDV Wealth Management
Minnesota
$2K – – –
EFSCE
608
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
CA
609
Clearstead Advisors
Ohio
$2K +$2K +35 New
LPWM
610
Lake Point Wealth Management
Texas
$2K +$2K +45 New
SFSIG
611
San Francisco Sentry Investment Group
California
$2K +$2K +51 New
MCM
612
MV Capital Management
Maryland
$2K +$2K +57 New
BCWM
613
Bartlett & Co Wealth Management
Ohio
$1.17K -$9.8K -227 -89%
BC
614
Bartlett & Co
Ohio
$1K -$8.41K -227 -89%
LIM
615
Longfellow Investment Management
Massachusetts
$1K – – –
MGIM
616
M&G Investment Management
United Kingdom
$245 +$245 +5,683 New
WIM
617
Westside Investment Management
California
$40 -$14 -341 -26%
BBHC
618
Brown Brothers Harriman & Co
New York
$5 -$2 -44 -26%
TAM
619
Telemark Asset Management
Massachusetts
– -$9.27M -227,200 Closed
MPM
620
Mountaineer Partners Management
New York
– -$8.88M -217,658 Closed
Two Sigma Investments
621
Two Sigma Investments
New York
– -$3.97M -97,243 Closed
USAA
622
United Services Automobile Association
Texas
– -$3.55M -87,147 Closed
EP
623
Edgestream Partners
New Jersey
– -$3.44M -84,207 Closed
EGM
624
Engineers Gate Manager
New York
– -$2.53M -62,068 Closed
TC
625
TwinBeech Capital
New York
– -$2.36M -57,709 Closed
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