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BorgWarner
BWA

Overview Fund Activity

629 hedge funds and large institutions have $9.86B invested in BorgWarner in 2021 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 214 increasing their positions, 207 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+51
Holders Change %
+8.82%
% of All Funds
9.71%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
116
Increased
214
Reduced
207
Closed
54
Calls
$24.7M
Puts
$28.5M
Net Calls
-$3.72M
Net Calls Change
-$7.46M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$186M
2
Bank of America
Bank of America
North Carolina
+$33.6M
3
First Trust Advisors
First Trust Advisors
Illinois
+$29.8M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$20.8M
5
BCIM
Black Creek Investment Management
Ontario, Canada
+$16.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$256M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$65.2M
3
BlackRock
BlackRock
New York
-$51.5M
4
Invesco
Invesco
Georgia
-$49.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
601
Sargent Bickham Lagudis
Colorado
$2K – – –
BWM
602
BerganKDV Wealth Management
Minnesota
$2K – – –
LPWM
603
Lake Point Wealth Management
Texas
$2K – – –
EW
604
Evoke Wealth
California
$2K – – –
MAM
605
McCarthy Asset Management
California
$2K – – –
KFI
606
Key Financial Inc
Pennsylvania
$2K – – –
BWM
607
Baystate Wealth Management
Massachusetts
$2K – – –
AWA
608
Amplius Wealth Advisors
Pennsylvania
$2K +$2K +74 New
SWA
609
Sutton Wealth Advisors
Florida
$1.17K – – –
PCH
610
Polar Capital Holdings
United Kingdom
$1.06K +$1.06K +26,619 New
SFCL
611
Strengthening Families & Communities LLC
Massachusetts
$1.06K +$1.06K +26,599 New
LIM
612
Longfellow Investment Management
Massachusetts
$1K – – –
LWA
613
Lenox Wealth Advisors
New York
$1K +$1K +18 New
MSFP
614
Mark Sheptoff Financial Planning
Connecticut
$1K +$1K +20 New
SCA
615
Snowden Capital Advisors
New York
$1K +$1K +28 New
AAP
616
Arax Advisory Partners
Colorado
$1K +$1K +31 New
SC
617
Schubert & Co
Texas
$1K +$1K +36 New
Lazard Asset Management
618
Lazard Asset Management
New York
$1K +$1K +43 New
RPCONE
619
Retirement Planning Company of New England
Rhode Island
$1K +$1K +45 New
WA
620
WestEnd Advisors
North Carolina
$90 +$90 +2 New
WIM
621
Westside Investment Management
California
$37 – – –
BBHC
622
Brown Brothers Harriman & Co
New York
$5 – – –
CIM
623
Contravisory Investment Management
Massachusetts
– -$5.13M -134,803 Closed
EF
624
Empowered Funds
Pennsylvania
– -$4.44M -116,589 Closed
ACI
625
AMP Capital Investors
Australia
– -$3.81M -100,105 Closed
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25
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