Borg Warner Inc (BWA)

CONSUMER DISCRETIONARY: AUTOMOBILE PARTS
SIC: MOTOR VEHICLE PARTS & ACCESSORIES

3850 HAMLIN RD. AUBURN HILLS, MI 48326

BorgWarner Inc. is a global product leader in clean and efficient technology solutions for combustion, hybrid and electric vehicles. Building on its original equipment expertise, BorgWarner also brings market leading product and service solutions to the global aftermarket. With manufacturing and technical facilities in 96 locations in 24 countries, the Company employs approximately 50,000 worldwide.

Data as of 2021-06-13 08:37:26 -0400
Market Cap12.69 Billion Shares Outstanding239.848 Million Avg 30-day Volume1.758 Million
P/E Ratio29.1063 Dividend Yield1.278 EPS1.96
Price/Sales1.1 Debt to Equity2.51 EBITDA1.374 Billion
Price to Book Value2.05 Forward PE12.99 Enterprise Value15.064 Billion
Total Cash1.755 Billion Current Debt3.921 Billion Gross Profit2.281 Billion
BETA0.94192 52-week High/Low55.55 / 31.38 Next Earnings Date2021-08-05 Price to Cash FLow (P/CF) 29.444
Data provided by IEX Cloud
View SEC Filings from BWA instead.
Q1 2021 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 5 6 -16.67% 2 (0.12%) 2 (0.12%) 0.0%
Funds Holding: 571 550 3.82% 114 (6.69%) 112 (6.5%) 1.79%
13F shares: 222.641 Million 229.48 Million -2.98% 65.477 Million 72.267 Million -9.4%
% Ownership 93.1468 93.8496 -0.75% 27.3938 29.5548 -7.31%
New Positions: 101 101 0.0% 27 22 22.73%
Increased Positions 196 252 -22.22% 37 38 -2.63%
Closed Positions 72 57 26.32% 24 23 4.35%
Reduced Positions 198 139 42.45% 39 41 -4.88%
Total Calls 850.535 Thousand 846.256 Thousand 0.51% 332.194 Thousand 714.088 Thousand -53.48%
Total Puts 633.286 Thousand 267.032 Thousand 137.16% 262.143 Thousand 154.095 Thousand 70.12%
PUT/CALL Ratio 0.74 0.32 131.25% 0.79 0.22 259.09%
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding BWA (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding BWA BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

131.4 Thousand total shares from 9 transactions

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

DEMMERLE STEFAN VICE PRESIDENT

  • Officer
127,977 2021-06-02 6

NOWLAN KEVIN EVP & CHIEF FINANCIAL OFFICER

  • Officer
90,139 2021-05-28 4

FADOOL JOSEPH F. VICE PRESIDENT

  • Officer
122,963 2021-05-27 4

ERICSON BRADY D VICE PRESIDENT

  • Officer
60,619 2021-05-14 4

MICHAS ALEXIS P

  • Director
76,121 2021-05-14 3

LISSALDE FREDERIC PRESIDENT AND CEO

  • Officer
  • Director
228,784 2021-05-07 5

CALAWAY TONIT M EVP, CAO, GEN COUNSEL & SEC

  • Officer
38,260 2021-05-07 5

FARRELL PAUL ARTHUR VP & CHIEF STRATEGY OFFICER

  • Officer
22,352 2021-05-07 4

CUNEO DENNIS C

  • Director
36,333 2021-04-28 1

HANLEY MICHAEL S

  • Director
15,926 2021-04-28 1

MASCARENAS PAUL ANTHONY

  • Director
13,566 2021-04-28 1

MCWHINNEY DEBORAH D

  • Director
13,120 2021-04-28 1

MCALMONT SHAUN

  • Director
2,973 2021-04-28 2

HAFFNER DAVID S

  • Director
8,806 2021-04-28 2

CONNORS NELDA J

  • Director
2,973 2021-04-28 2

AARON CRAIG VP & TREASURER

  • Officer
16,750 2021-03-29 5

PRYOR FELECIA J. EVP & CHRO

  • Officer
25,226 2021-03-29 3

WENG VOLKER VICE PRESIDENT

  • Officer
34,767 2021-03-29 8

ETUE DANIEL VP & CONTROLLER

  • Officer
12,571 2021-03-29 2

ASHMORE ALEX VICE PRESIDENT

  • Officer
37,154 2021-03-29 3

GIRELLI DAVIDE VICE PRESIDENT

  • Officer
38,978 2021-03-29 3

MCGILL THOMAS J. VP & CONTROLLER

  • Officer
33,689 2020-06-02 0

MCKERNAN JOHN R JR

  • Director
36,095 2020-04-29 0

SATO VICKI L

  • Director
19,823 2020-04-29 0

CARLSON JAN

  • Director
18,092 2020-04-25 0

YILMAZ HAKAN VICE PRESIDENT AND CTO

  • Officer
8,655 2020-02-28 0

STALLKAMP THOMAS T

  • Director
35,017 2019-04-03 0

WIEGERT JOEL VICE PRESIDENT

  • Officer
29,846 2019-03-07 0

KENDRICK ROBIN VICE PRESIDENT

  • Officer
116,446 2019-02-28 0

HENSEL ANTHONY VICE PRESIDENT AND CONTROLLER

  • Officer
44,908 2019-02-28 0

FISCHER MARTIN VICE PRESIDENT

  • Officer
38,352 2019-02-28 0

HUNDZINSKI RONALD T EXEC. VICE PRESIDENT AND CFO

  • Officer
169,011 2018-05-22 0

GASPAROVIC JOHN J EVP, CHIEF LEGAL OFFICER & SEC

  • Officer
No longer subject to file 2018-05-18 0

KRONE ROGER A

  • Director
5,448 2018-04-25 0

VERRIER JAMES PRESIDENT & CEO

  • Officer
  • Director
460,141 2018-02-09 0

SCHAUM RICHARD O

  • Director
50,301 2017-04-26 0

NOVAK ERNEST J JR

  • Director
46,414 2016-04-27 0

DRUMMOND JERE A

  • Director
0 2016-04-01 0

CARLSON STEVEN G. VICE PRESIDENT AND CONTROLLER

  • Officer
41,693 2016-03-11 0

JENETT KIM R VP, HUMAN RESOURCES

  • Officer
44,327 2016-02-12 0

PATERRA DANIEL VICE PRESIDENT

  • Officer
17,583 2016-02-10 0

BONANNO PHYLLIS O

  • Director
0 2015-04-01 0

ADAMS ROBIN J VICE CHAIRMAN, EVP AND CAO

  • Officer
  • Director
No longer subject to file 2013-04-29 0

BROWN DAVID T

  • Director
5,529 2013-04-24 0

MCADAMS JANICE K VP, HUMAN RESOURCES

  • Officer
37,366 2013-03-14 0

DANIEL CASASANTA VICE PRESIDENT

  • Officer
No longer subject to file 2013-03-01 0

MANGANELLO TIMOTHY EXECUTIVE CHAIRMAN

  • Officer
  • Director
578,533 2013-02-12 0

KOHLER II PETER B. VICE PRESIDENT

  • Officer
23,374 2013-02-12 0

SANDERSON JOHN G PRESIDENT, BUSINESS STRATEGY

  • Officer
108,901 2013-02-12 0

BERTSCH JAN VICE PRESIDENT AND CONTROLLER

  • Officer
27,422 2012-02-09 0

WOOD ROGER EXECUTIVE VICE PRESIDENT

  • Officer
161,697 2011-02-15 0

WALDHIER THOMAS VICE PRESIDENT, CHAIRMAN BERU

  • Officer
39,905 2011-02-10 0

OBERMAYER JEFFREY VICE PRESIDENT AND CONTROLLER

  • Officer
No longer subject to file 2010-02-09 0

DAVERSA ANGELA VICE PRESIDENT

  • Officer
47,590 2010-02-09 0

WEBER ALFRED J VP, PRESIDENT AND GM

  • Officer
0 2009-11-06 0

MATTHES BERND VP, PRESIDENT AND GM

  • Officer
30,220 2009-03-25 0

NIEKAMP CYNTHIA VP

  • Officer
30,861 2008-02-06 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

DEMMERLE STEFAN - Officer VICE PRESIDENT

2021-06-03 09:40:14 -0400 2021-06-02 S 4,500 $55.22 d 127,977 direct 0.2762 -3.7753 0.2762 2 -3.7753 6

NOWLAN KEVIN - Officer EVP & CHIEF FINANCIAL OFFICER

2021-06-01 16:13:36 -0400 2021-05-28 G 2,000 d 90,139 direct 1.6664 -0.543 1.9472 3 -0.5617 4

FADOOL JOSEPH F. - Officer VICE PRESIDENT

2021-05-28 14:11:41 -0400 2021-05-27 S 18,000 $51.59 d 122,141 direct 3.256 3.5484 6.161 5 0.0 1

NOWLAN KEVIN - Officer EVP & CHIEF FINANCIAL OFFICER

2021-05-17 16:03:03 -0400 2021-05-14 S 20,000 $51.41 d 92,139 direct -2.1709 -2.6012 0.0 1 -2.7186 3

MICHAS ALEXIS P - Director

2021-05-17 10:32:40 -0400 2021-05-14 S 9,994 $51.30 d 76,121 direct -1.0068 -2.9042 0.0 1 -3.698 4

ERICSON BRADY D - Officer VICE PRESIDENT

2021-05-17 06:19:54 -0400 2021-05-14 S 13,415 $50.99 d 31,134 direct -1.0068 -2.9042 0.0 1 -3.698 4

CALAWAY TONIT M - Officer EVP, CAO, GEN COUNSEL & SEC

2021-05-10 10:39:09 -0400 2021-05-07 S 17,434 $51.55 d 32,099 direct -2.4183 -2.4183 0.0 1 -6.0079 3

LISSALDE FREDERIC - Director - Officer PRESIDENT AND CEO

2021-05-10 10:15:11 -0400 2021-05-07 S 40,000 $52.59 d 228,784 direct -2.4183 -2.4183 0.0 1 -6.0079 3

CALAWAY TONIT M - Officer EVP, CAO, GEN COUNSEL & SEC

2021-05-10 10:39:09 -0400 2021-05-07 S 778 $52.04 d 49,533 direct -2.4183 -2.4183 0.0 1 -6.0079 3

FARRELL PAUL ARTHUR - Officer VP & CHIEF STRATEGY OFFICER

2021-05-10 10:15:07 -0400 2021-05-07 S 7,241 $52.51 d 22,352 direct -2.4183 -2.4183 0.0 1 -6.0079 3

MCALMONT SHAUN - Director

2021-04-30 10:12:00 -0400 2021-04-28 A 2,973 $50.46 a 2,973 direct 1.3998 10.7452 7.3317 12.4535 25 -0.1652 3

HANLEY MICHAEL S - Director

2021-04-30 10:34:58 -0400 2021-04-28 A 2,973 $50.46 a 15,926 direct 1.3998 10.7452 7.3317 12.4535 25 -0.1652 3

CUNEO DENNIS C - Director

2021-04-30 10:11:49 -0400 2021-04-28 A 2,973 $50.46 a 26,333 direct 1.3998 10.7452 7.3317 12.4535 25 -0.1652 3

HAFFNER DAVID S - Director

2021-04-30 11:07:50 -0400 2021-04-28 A 2,973 $50.46 a 8,806 direct 1.3998 10.7452 7.3317 12.4535 25 -0.1652 3

MICHAS ALEXIS P - Director

2021-04-30 10:28:44 -0400 2021-04-28 A 2,973 $50.46 a 86,115 direct 1.3998 10.7452 7.3317 12.4535 25 -0.1652 3

MASCARENAS PAUL ANTHONY - Director

2021-04-30 10:11:54 -0400 2021-04-28 A 2,973 $50.46 a 13,566 direct 1.3998 10.7452 7.3317 12.4535 25 -0.1652 3

MCWHINNEY DEBORAH D - Director

2021-04-30 10:45:14 -0400 2021-04-28 A 2,973 $50.46 a 13,120 direct 1.3998 10.7452 7.3317 12.4535 25 -0.1652 3

CONNORS NELDA J - Director

2021-04-30 10:11:44 -0400 2021-04-28 A 2,973 $50.46 a 2,973 direct 1.3998 10.7452 7.3317 12.4535 25 -0.1652 3

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
BORGWARNER INC BWA 2021-06-18 22:15:03 UTC -0.17 0.25 9400000
BORGWARNER INC BWA 2021-06-18 21:45:03 UTC -0.17 0.25 9400000
BORGWARNER INC BWA 2021-06-18 21:15:03 UTC -0.17 0.25 9400000
BORGWARNER INC BWA 2021-06-18 20:45:03 UTC -0.17 0.25 9400000
BORGWARNER INC BWA 2021-06-18 20:15:04 UTC -0.17 0.25 9400000
BORGWARNER INC BWA 2021-06-18 19:45:03 UTC -0.17 0.25 9400000
BORGWARNER INC BWA 2021-06-18 19:15:03 UTC -0.17 0.25 9400000
BORGWARNER INC BWA 2021-06-18 18:45:03 UTC -0.17 0.25 9400000
BORGWARNER INC BWA 2021-06-18 18:15:02 UTC -0.17 0.25 9400000
BORGWARNER INC BWA 2021-06-18 17:45:03 UTC -0.21 0.25 9400000
BORGWARNER INC BWA 2021-06-18 17:15:03 UTC -0.21 0.25 9400000
BORGWARNER INC BWA 2021-06-18 16:45:03 UTC -0.21 0.25 9400000
BORGWARNER INC BWA 2021-06-18 16:15:03 UTC -0.21 0.25 9400000
BORGWARNER INC BWA 2021-06-18 15:45:03 UTC -0.21 0.25 9400000
BORGWARNER INC BWA 2021-06-18 15:15:03 UTC -0.21 0.25 9400000
BORGWARNER INC BWA 2021-06-18 14:45:03 UTC -0.21 0.25 9400000
BORGWARNER INC BWA 2021-06-18 14:15:03 UTC -0.21 0.25 9400000
BORGWARNER INC BWA 2021-06-18 13:45:03 UTC -0.21 0.25 9400000
BORGWARNER INC BWA 2021-06-18 13:15:03 UTC -0.21 0.25 9400000
BORGWARNER INC BWA 2021-06-18 12:45:03 UTC -0.21 0.25 9400000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
AGF Investments Trust- AGFIQ U.S. Market Neutral Momentum Fund BWA -584.0 shares, $-22565.76 2020-12-31 N-PORT
Alger Funds II- Alger Spectra Fund BWA -100060.0 shares, $-4201519.4 2021-01-31 N-PORT
VANGUARD TRUSTEES' EQUITY FUND- VANGUARD ALTERNATIVE STRATEGIES FUND BWA -155052.0 shares, $-6510633.48 2021-01-31 N-PORT
Principal Funds, Inc- Global Multi-Strategy Fund BWA 5561.0 shares, $-250245.0 2021-02-28 N-PORT
SARATOGA ADVANTAGE TRUST- James Alpha Multi Strategy Alternative Income Portfolio BWA -1.0 shares, $-45.0 2021-02-28 N-PORT
SEI INSTITUTIONAL INVESTMENTS TRUST- SIIT MULTI-ASSET REAL RETURN FUND BWA -10366.0 shares, $-466470.0 2021-02-28 N-PORT
Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund BWA -1340.0 shares, $-62122.4 2021-03-31 N-PORT
FundVantage Trust- Gotham Neutral 500 Fund BWA -356.0 shares, $-16504.16 2021-03-31 N-PORT
American Century Capital Portfolios, Inc.- AC Alternatives Market Neutral Value Fund BWA -2969.0 shares, $-137642.84 2021-03-31 N-PORT
SEI INSTITUTIONAL MANAGED TRUST- SIMT Multi-Asset Inflation Managed Fund BWA -13163.0 shares, $-610236.68 2021-03-31 N-PORT
Series Portfolios Trust- Weiss Alternative Balanced Risk Fund BWA -739.0 shares, $-35900.62 2021-04-30 N-PORT

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