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BWIN

Baldwin Insurance Group
BWIN

65 hedge funds and large institutions have $267M invested in Baldwin Insurance Group in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

88.05% more ownership

Funds ownership: 0% → 88.05% (+88%)

Holders
65
Holders Change
+65
Holders Change %
–
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
65
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BAMCO Inc
BAMCO Inc
New York
+$41.3M
2
N
Nuveen
North Carolina
+$38.3M
3
BlackRock
BlackRock
New York
+$17.9M
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$14.6M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$14.4M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Gillson Capital
Illinois
$1.4M +$1.39M +86,888 New
Federated Hermes
27
Federated Hermes
Pennsylvania
$1.2M +$1.2M +75,000 New
BBA
28
Brookfield BHS Advisors
New York
$1.04M +$1.04M +65,000 New
Ameriprise
29
Ameriprise
Minnesota
$1.03M +$1.02M +63,967 New
SAM
30
Symphony Asset Management
California
$988K +$982K +61,541 New
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$872K +$867K +54,361 New
Macquarie Group
32
Macquarie Group
Australia
$870K +$864K +54,198 New
Alyeska Investment Group
33
Alyeska Investment Group
Illinois
$831K +$826K +51,783 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$632K +$628K +39,354 New
MCM
35
MAI Capital Management
Ohio
$575K +$572K +35,842 New
Norges Bank
36
Norges Bank
Norway
$482K +$479K +30,000 New
BIM
37
Bogle Investment Management
Massachusetts
$443K +$440K +27,600 New
WAM
38
Weiss Asset Management
Massachusetts
$417K +$414K +25,962 New
Morgan Stanley
39
Morgan Stanley
New York
$408K +$406K +25,423 New
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$369K +$367K +22,996 New
Citadel Advisors
41
Citadel Advisors
Florida
$367K +$365K +22,870 New
Two Sigma Investments
42
Two Sigma Investments
New York
$344K +$341K +21,409 New
UBS Group
43
UBS Group
Switzerland
$339K +$337K +21,121 New
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$337K +$335K +21,000 New
JP Morgan Chase
45
JP Morgan Chase
New York
$319K +$317K +19,846 New
QSS
46
Quantitative Systematic Strategies
Florida
$284K +$282K +17,666 New
MIM
47
MetLife Investment Management
New Jersey
$235K +$234K +14,639 New
HSBC Holdings
48
HSBC Holdings
United Kingdom
$224K +$224K +14,021 New
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$217K +$215K +13,500 New
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$184K +$183K +11,447 New
1
2
3

BWIN Hedge Fund Activity: Q4 2019 in Review

65 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q4 2019, worth a combined $267M.

Buyers outnumbered sellers: 65 funds opened new BWIN positions and 0 closed out — a net gain of 65 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was BAMCO Inc, opening a new position worth an estimated $41.3M.

  • 65 institutional investors held Baldwin Insurance Group (BWIN) as of Q4 2019, up from 0 in Q3 2019.
  • Funds reported $267M of Baldwin Insurance Group stock for Q4 2019.
  • 65 funds opened new Baldwin Insurance Group positions in Q4 2019 and 0 closed out, a net change of +65 holders.
  • The largest Baldwin Insurance Group buyer in Q4 2019 was BAMCO Inc, an estimated $41.3M added.

Based on aggregated 13F filings for Q4 2019.