BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

100 hedge funds and large institutions have $555M invested in Baldwin Insurance Group in 2020 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 47 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+38
Holders Change %
+61.29%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
44
Increased
47
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$45.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$38.6M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$30.5M
4
ACB
4
Aristotle Capital Boston
Massachusetts
$14.7M
5
PWAM
5
Park West Asset Management
California
$14.7M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$0
2
NSGL
2
No Street GP LP
California
$0
3
BAMCO Inc
3
BAMCO Inc
New York
$54M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$345K
5
WHG
5
Westwood Holdings Group
Texas
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$5.26M +$5.26M +300,000 New
Bank of America
27
Bank of America
North Carolina
$5.21M +$2.86M +165,585 +121%
Northern Trust
28
Northern Trust
Illinois
$4.81M +$947K +54,858 +25%
Alyeska Investment Group
29
Alyeska Investment Group
Illinois
$4.57M +$4.57M +264,402 New
MRA
30
Mountain Road Advisors
New York
$3.72M +$1.47M +85,268 +65%
Marshall Wace
31
Marshall Wace
United Kingdom
$3.21M +$3.21M +185,837 New
SEI Investments
32
SEI Investments
Pennsylvania
$3.18M +$2.75M +159,025 +629%
Charles Schwab
33
Charles Schwab
California
$2.98M +$1M +58,085 +51%
KCM
34
Kennedy Capital Management
Missouri
$2.95M -$269K -15,599 -8%
Millennium Management
35
Millennium Management
New York
$2.83M +$2.83M +163,642 New
Blackstone Inc
36
Blackstone Inc
New York
$2.59M +$2.59M +150,000 New
CCM
37
CAAS Capital Management
New York
$2.59M +$2.59M +150,000 New
Citadel Advisors
38
Citadel Advisors
Florida
$2.54M +$2.54M +146,815 New
BC
39
Brookfield Corp
Ontario, Canada
$2.07M +$2.07M +120,000 New
MIM
40
Monashee Investment Management
Massachusetts
$2.05M +$2.05M +118,394 New
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.76M +$25.1K +1,455 +1%
Ameriprise
42
Ameriprise
Minnesota
$1.73M +$487K +28,193 +39%
Macquarie Group
43
Macquarie Group
Australia
$1.56M +$568K +32,910 +57%
MWNA
44
Marshall Wace North America
New York
$1.43M +$1.43M +82,695 New
ECM
45
ExodusPoint Capital Management
New York
$1.4M +$1.4M +81,133 New
PCM
46
Pinz Capital Management
New York
$1.38M +$1.38M +79,600 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.22M +$1.22M +70,731 New
TAM
48
Toscafund Asset Management
United Kingdom
$1.12M +$1.12M +65,000 New
CF
49
CNA Financial
Illinois
$870K +$607K +35,155 +231%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$869K +$869K +50,331 New
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