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BWIN

Baldwin Insurance Group

152 hedge funds and large institutions have $1.89B invested in Baldwin Insurance Group in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

11% more funds holding

Funds holding: 137152 (+15)

9% more capital invested

Capital invested by funds: $1.74B → $1.89B (+$150M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.17% less ownership

Funds ownership: 94.54%92.37% (-2.2%)

Holders
152
Holders Change
+15
Holders Change %
+10.95%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
33
Increased
52
Reduced
46
Closed
16
Calls
$873K
Puts
Net Calls
+$873K
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$19.3M
Northern Trust
27
Northern Trust
Illinois
$17.8M +$425K +11,492 +2%
KCM
28
Kornitzer Capital Management
Kansas
$17.6M
ClearBridge Investments
29
ClearBridge Investments
New York
$16.3M -$3.05M -82,630 -15%
IM
30
Islet Management
New York
$14.4M -$3.7M -100,000 -20%
Charles Schwab
31
Charles Schwab
California
$13.2M +$620K +16,781 +5%
American Century Companies
32
American Century Companies
Missouri
$13.2M +$744K +20,137 +6%
KCM
33
Kennedy Capital Management
Missouri
$11.7M -$626K -16,935 -5%
Calamos Advisors
34
Calamos Advisors
Illinois
$9.23M +$1.93M +52,356 +26%
TAM
35
Toscafund Asset Management
United Kingdom
$9.11M -$525K -14,215 -5%
AII
36
AGF Investments Inc
Ontario, Canada
$8.67M
Franklin Resources
37
Franklin Resources
California
$8.31M +$3.14K +85 +0%
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.16M -$528K -14,278 -6%
Point72 Asset Management
39
Point72 Asset Management
Connecticut
$8.1M +$1.01M +27,220 +14%
SEI Investments
40
SEI Investments
Pennsylvania
$7.37M -$1.16M -31,288 -13%
GGHC
41
Gilder Gagnon Howe & Co
New York
$7.15M -$28.9K -783 -0.4%
RA
42
Royce & Associates
New York
$6.55M
Macquarie Group
43
Macquarie Group
Australia
$6.49M +$2.43M +65,727 +58%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$6.02M +$1.93M +52,137 +45%
Bank of America
45
Bank of America
North Carolina
$5.94M -$838K -22,687 -12%
Morgan Stanley
46
Morgan Stanley
New York
$5.23M -$80.5K -2,179 -1%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$5.1M +$2.92M +78,976 +127%
OCA
48
Otter Creek Advisors
Florida
$4.88M -$3.52M -95,136 -41%
Principal Financial Group
49
Principal Financial Group
Iowa
$4.5M +$3.08M +83,271 +201%
Fiera Capital (Canada)
50
Fiera Capital (Canada)
Quebec, Canada
$4.49M +$4.6M +124,397 New

BWIN Hedge Fund Activity: Q4 2021 in Review

152 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q4 2021, worth a combined $1.89B — up 8.6% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BWIN positions and 16 closed out — a net gain of 17 holders — while 52 added to existing stakes and 46 trimmed.

The largest buyer was Vanguard Group, adding an estimated $49.7M. The largest seller was Goldman Sachs, cutting an estimated $16.1M.

  • 152 institutional investors held Baldwin Insurance Group (BWIN) as of Q4 2021, up from 137 in Q3 2021.
  • Funds reported $1.89B of Baldwin Insurance Group stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 33 funds opened new Baldwin Insurance Group positions in Q4 2021 and 16 closed out, a net change of +17 holders.
  • The largest Baldwin Insurance Group buyer in Q4 2021 was Vanguard Group, an estimated $49.7M added.
  • The largest Baldwin Insurance Group seller in Q4 2021 was Goldman Sachs, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2021.