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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
Adage Capital Partners
101
Adage Capital Partners
Massachusetts
$12.6M +$4.69M +106,444 +57%
BRA
102
Biechele Royce Advisors
Indiana
$12.4M +$572K +12,980 +5%
BA
103
Bridgewater Associates
Connecticut
$11.9M +$231K +5,244 +2%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$11.9M -$4.25M -96,565 -26%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.6M -$925K -21,008 -8%
Los Angeles Capital Management
106
Los Angeles Capital Management
California
$10.2M -$12M -272,841 -53%
UH
107
Unigestion Holding
Switzerland
$9.93M -$4.28M -97,221 -29%
CFG
108
Citizens Financial Group
Rhode Island
$9.8M +$10.1M +229,397 New
MCM
109
Moore Capital Management
New York
$9.74M +$10M +227,863 New
PI
110
PGGM Investments
Netherlands
$9.71M -$7.54M -171,202 -43%
KAM
111
Kopion Asset Management
Texas
$9.44M -$4.58M -104,094 -32%
WBC
112
Westpac Banking Corp
Australia
$9.34M -$2.23M -50,741 -19%
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$9.12M +$9.64M +218,821 New
RGI
114
River Global Investors
United Kingdom
$9.05M -$727K -16,505 -7%
Bank Julius Baer & Co
115
Bank Julius Baer & Co
Switzerland
$9.03M +$2.94M +66,856 +46%
CA
116
CSM Advisors
Pennsylvania
$8.73M -$572K -12,984 -6%
PP
117
Palladium Partners
Virginia
$8.43M +$8.69M +197,306 New
CGH
118
Crossmark Global Holdings
Texas
$8.38M +$448K +10,163 +5%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$8.37M -$2.85M -64,671 -25%
KCM
120
Kornitzer Capital Management
Kansas
$7.98M +$87K +1,976 +1%
Federated Hermes
121
Federated Hermes
Pennsylvania
$7.88M -$1.13M -25,617 -12%
PIM
122
Perpetual Investment Management
Australia
$7.8M -$405K -9,202 -5%
Citigroup
123
Citigroup
New York
$7.75M -$2.97M -67,367 -27%
OPCM
124
Osborne Partners Capital Management
California
$7.74M +$345K +7,826 +5%
Stifel Financial
125
Stifel Financial
Missouri
$7.5M -$248K -5,626 -3%