Baldwin Insurance Group
BWIN
219 hedge funds and large institutions have $3.25B invested in Baldwin Insurance Group in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 63 increasing their positions, 76 reducing their positions, and 13 closing their positions.
277% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 13
42% more capital invested
Capital invested by funds: $2.29B → $3.25B (+$962M)
20% more funds holding
Funds holding: 183 → 219 (+36)
4% more call options, than puts
Call options by funds: $8.82M | Put options by funds: $8.52M
0.24% more ownership
Funds ownership: 97.5% → 97.74% (+0.24%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
17% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$96.3M |
| 2 |
JP Morgan Chase
New York
|
+$51.1M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
+$31.2M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$25.7M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$73M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$37.8M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$23M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$19.2M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
-$16.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Verition Fund Management
Greenwich,
Connecticut
| – | -$285K | -8,022 | Closed |
|
|
OAC
227
OMERS Administration Corp
Toronto,
Ontario, Canada
| – | -$273K | -7,700 | Closed |
|
|
SPIA
228
Steward Partners Investment Advisory
New York
| – | -$3.83K | -108 | Closed |
|
|
SC
229
Stephens Consulting
Flint,
Michigan
| – | -$3.58K | -101 | Closed |
|
|
HH
230
HWG Holdings
Houston,
Texas
| – | -$674 | -19 | Closed |
|
|
SAM
231
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$630 | -18 | Closed |
|
|
C
232
Covestor
London,
United Kingdom
| – | -$87 | -2 | -40% |
|
BWIN Hedge Fund Activity: Q3 2024 in Review
219 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q3 2024, worth a combined $3.25B — up 42% from $2.29B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new BWIN positions and 13 closed out — a net gain of 36 holders — while 63 added to existing stakes and 76 trimmed.
The largest buyer was Capital International Investors, adding an estimated $96.3M. The largest seller was Champlain Investment Partners, cutting an estimated $73M.
- 219 institutional investors held Baldwin Insurance Group (BWIN) as of Q3 2024, up from 183 in Q2 2024.
- Funds reported $3.25B of Baldwin Insurance Group stock for Q3 2024, up 42% quarter-over-quarter.
- 49 funds opened new Baldwin Insurance Group positions in Q3 2024 and 13 closed out, a net change of +36 holders.
- The largest Baldwin Insurance Group buyer in Q3 2024 was Capital International Investors, an estimated $96.3M added.
- The largest Baldwin Insurance Group seller in Q3 2024 was Champlain Investment Partners, an estimated $73M sold.
Based on aggregated 13F filings for Q3 2024.