We are live on ! Find out more
BWA icon

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
WG
651
Winton Group
United Kingdom
-$240K -5,882 Closed
SFS
652
Sowell Financial Services
Arkansas
-$267K -5,802 Closed
GT
653
Greenleaf Trust
Michigan
-$236K -5,778 Closed
WCA
654
Windsor Creek Advisors
Vermont
-$232K -5,680 Closed
CP
655
Covenant Partners
Tennessee
-$213K -5,227 Closed
CF
656
Centaurus Financial
California
-$195K -4,785 Closed
RWB
657
RMR Wealth Builders
New Jersey
-$184K -4,512 Closed
APP
658
Alpha Paradigm Partners
Illinois
-$162K -3,965 Closed
CMBA
659
C.M. Bidwell & Associates
Hawaii
-$129K -3,152 Closed
ACM
660
Allred Capital Management
Texas
-$40.6K -994 Closed
VBCG
661
Valley Brook Capital Group
Pennsylvania
-$35K -866 Closed
MRCM
662
M&R Capital Management
New Jersey
-$18K -454 Closed
IAIM
663
International Assets Investment Management
Florida
-$10K -282 Closed
EP
664
Eudaimonia Partners
Tennessee
-$7K -173 Closed
SLF
665
Sun Life Financial
Ontario, Canada
-$7K -162 Closed
TCWM
666
Total Clarity Wealth Management
Illinois
-$6K -143 Closed
ADIM
667
Alpha DNA Investment Management
Maryland
-$5K -133 Closed
HCP
668
Hexagon Capital Partners
Arkansas
-$4K -100 Closed
WP
669
WealthShield Partners
North Carolina
-$1K -25 Closed
MWP
670
Meridian Wealth Partners
Pennsylvania
-$1K -17 Closed
SWM
671
Sugarloaf Wealth Management
Georgia
-$617 -14 -88%
NFSG
672
Newbridge Financial Services Group
Florida
+$440 +10 New
FMP
673
Financial Management Professionals
Texas
+$484 +11 New
SWA
674
SOA Wealth Advisors
New York
+$925 +21 +2,100%