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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.23B -$3.16M -71,733 -0.2%
BlackRock
2
BlackRock
New York
$1.22B +$124M +2,812,809 +11%
State Street
3
State Street
Massachusetts
$479M -$17.7M -401,754 -3%
Victory Capital Management
4
Victory Capital Management
Texas
$459M -$10.2M -232,286 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$444M -$116M -2,629,987 -20%
Diamond Hill Capital Management
6
Diamond Hill Capital Management
Ohio
$356M -$32.7M -743,189 -8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$306M -$3.09M -70,096 -1%
Invesco
8
Invesco
Georgia
$259M +$13.5M +306,195 +5%
Franklin Resources
9
Franklin Resources
California
$256M +$7.73M +175,434 +3%
Harris Associates
10
Harris Associates
Illinois
$234M -$15M -339,780 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$211M +$1.84M +41,781 +0.9%
Macquarie Group
12
Macquarie Group
Australia
$206M +$198M +4,493,087 +1,378%
LSV Asset Management
13
LSV Asset Management
Illinois
$198M -$1.2M -27,264 -0.6%
American Century Companies
14
American Century Companies
Missouri
$191M +$3.33M +75,575 +2%
ATO
15
Alecta Tjanstepension Omsesidigt
Sweden
$177M -$20M -454,400 -10%
Bank of America
16
Bank of America
North Carolina
$134M +$24.3M +552,837 +21%
Northern Trust
17
Northern Trust
Illinois
$133M +$2.15M +48,848 +2%
TCAM
18
Turtle Creek Asset Management
Ontario, Canada
$120M +$2.72M +61,685 +2%
Norges Bank
19
Norges Bank
Norway
$114M -$10.9M -248,595 -8%
SIM
20
Sprucegrove Investment Management
Ontario, Canada
$114M -$2.01M -45,554 -2%
Amundi
21
Amundi
France
$111M +$114M +2,594,763 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$109M -$2.35M -53,338 -2%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$108M +$25.1M +568,913 +29%
BCIM
24
Black Creek Investment Management
Ontario, Canada
$105M -$15.2M -345,339 -12%
Artisan Partners
25
Artisan Partners
Wisconsin
$99.9M +$234K +5,307 +0.2%