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BorgWarner
BWA

Overview Fund Activity

592 hedge funds and large institutions have $10.4B invested in BorgWarner in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 201 increasing their positions, 202 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+32
Holders Change %
+5.71%
% of All Funds
10.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
108
Increased
201
Reduced
202
Closed
71
Calls
$36.4M
Puts
$29.6M
Net Calls
+$6.86M
Net Calls Change
-$16.9M

Top Buyers

1
BlackRock
BlackRock
New York
$1.05B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$79.3M
3
FCM
Frontier Capital Management
Massachusetts
$100M
4
KP
Kiltearn Partners
United Kingdom
$42.3M
5
Franklin Resources
Franklin Resources
California
$237M

Top Sellers

1
CVA
Ceredex Value Advisors
Florida
$89.4M
2
BCIM
Black Creek Investment Management
Ontario, Canada
$115M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$370M
4
Harris Associates
Harris Associates
Illinois
$237M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
626
Athanor Capital
New York
– -$201K -5,909 Closed
NICM
627
Neo Ivy Capital Management
New York
– -$154K -4,519 Closed
CA
628
Capitolis Advisors
New York
– -$149K -4,367 Closed
TC
629
Tacita Capital
Ontario, Canada
– -$141K -4,134 Closed
IA
630
Inspire Advisors
Idaho
– -$133K -3,909 Closed
Capstone Investment Advisors
631
Capstone Investment Advisors
New York
– -$86K -2,517 Closed
LGA
632
Lebenthal Global Advisors
New York
– -$73K -2,171 Closed
O
633
Ossiam
France
– -$73K -2,149 Closed
PS
634
Planned Solutions
California
– -$58K -1,704 Closed
PWM
635
Perigon Wealth Management
California
– -$56K -1,643 Closed
DZ Bank
636
DZ Bank
Germany
– -$40K -1,204 Closed
Acadian Asset Management
637
Acadian Asset Management
Massachusetts
– -$37K -1,088 Closed
RWA
638
Ropes Wealth Advisors
Massachusetts
– -$33K -978 Closed
PMFA
639
Plante Moran Financial Advisors
Michigan
– -$20K -594 Closed
HGWM
640
Harvest Group Wealth Management
Massachusetts
– -$12K -345 Closed
PWPS
641
Pinnacle Wealth Planning Services
Ohio
– -$11K -332 Closed
JGIA
642
Jackson Grant Investment Advisers
Connecticut
– -$11K -314 Closed
RPWA
643
Regent Peak Wealth Advisors
Georgia
– -$7K -208 Closed
CCA
644
Childress Capital Advisors
Texas
– -$7K -199 Closed
ICP
645
Interchange Capital Partners
Pennsylvania
– -$5K -158 Closed
1IA
646
1834 Investment Advisors
Wisconsin
– -$4K -110 Closed
AssetMark Inc
647
AssetMark Inc
California
– -$3K -75 Closed
PFO
648
Pathstone Family Office
New Jersey
– -$2K -50 Closed
PFP
649
Pinnacle Financial Partners
Tennessee
– -$1K -40 Closed
GI
650
Gradient Investments
Minnesota
– -$1K -37 Closed
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