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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
KFI
601
Key Financial Inc
Pennsylvania
$3K
MAM
602
McCarthy Asset Management
California
$3K
SBL
603
Sargent Bickham Lagudis
Colorado
$3K
SIM
604
Sonora Investment Management
Arizona
$3K
SWA
605
Sutton Wealth Advisors
Florida
$2.67K +$1.54K +35 +130%
Rockefeller Capital Management
606
Rockefeller Capital Management
New York
$2K -$1.67K -38 -44%
CCM
607
Covington Capital Management
California
$2K -$1.23K -28 -33%
BWM
608
Baystate Wealth Management
Massachusetts
$2K
BWM
609
BerganKDV Wealth Management
Minnesota
$2K
EFSCE
610
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
HI
611
Hudock Inc
Pennsylvania
$2K
CA
612
Clearstead Advisors
Ohio
$2K +$1.54K +35 New
LPWM
613
Lake Point Wealth Management
Texas
$2K +$1.98K +45 New
SFSIG
614
San Francisco Sentry Investment Group
California
$2K +$2.25K +51 New
MCM
615
MV Capital Management
Maryland
$2K +$2.51K +57 New
BCWM
616
Bartlett & Co Wealth Management
Ohio
$1.17K -$10K -227 -89%
BC
617
Bartlett & Co
Ohio
$1K -$10K -227 -89%
LIM
618
Longfellow Investment Management
Massachusetts
$1K
MGIM
619
M&G Investment Management
United Kingdom
$245 +$250K +5,683 New
WIM
620
Westside Investment Management
California
$40 -$15K -341 -26%
BBHC
621
Brown Brothers Harriman & Co
New York
$5 -$1.94K -44 -26%
TAM
622
Telemark Asset Management
Massachusetts
-$9.27M -227,200 Closed
MPM
623
Mountaineer Partners Management
New York
-$8.88M -217,658 Closed
Two Sigma Investments
624
Two Sigma Investments
New York
-$4.28M -97,243 Closed
USAA
625
United Services Automobile Association
Texas
-$3.55M -87,147 Closed