BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

151 hedge funds and large institutions have $1.36B invested in Baldwin Insurance Group in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
2.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
62
Reduced
39
Closed
25
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
-$5.17M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$125M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$16.8M
3
BlackRock
3
BlackRock
New York
$88.3M
4
TCM
4
Tributary Capital Management
Nebraska
$10.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$13M

Top Sellers

1
HF
1
HRT Financial
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.08M
3
DCM
3
Driehaus Capital Management
Illinois
$15.5M
4
N
4
Natixis
France
$0
5
Millennium Management
5
Millennium Management
New York
$2.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPF
26
Steven Patrick Farmer
$13.5M +$13.5M +559,206 New
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$13.2M +$282K +11,696 +2%
Morgan Stanley
28
Morgan Stanley
New York
$13M +$10.9M +452,107 +532%
Goldman Sachs
29
Goldman Sachs
New York
$12.9M -$6.5M -268,975 -33%
Northern Trust
30
Northern Trust
Illinois
$12.8M +$1.6M +66,148 +14%
CI Investments Inc
31
CI Investments Inc
Ontario, Canada
$12.7M -$1.23M -51,000 -9%
ClearBridge Investments
32
ClearBridge Investments
New York
$11.7M +$691K +28,612 +6%
TCM
33
Tributary Capital Management
Nebraska
$10.9M +$10.9M +453,132 New
WHG
34
Westwood Holdings Group
Texas
$10.7M +$10.7M +443,563 New
TAM
35
Toscafund Asset Management
United Kingdom
$10.7M +$2.16M +89,591 +25%
Charles Schwab
36
Charles Schwab
California
$9.67M +$578K +23,942 +6%
Franklin Resources
37
Franklin Resources
California
$8.78M +$2.19M +90,802 +33%
KCM
38
Kornitzer Capital Management
Kansas
$8.42M -$3.36M -138,980 -28%
SEI Investments
39
SEI Investments
Pennsylvania
$7.97M +$1.52M +62,792 +23%
KCM
40
Kennedy Capital Management
Missouri
$7.86M -$39.6K -1,639 -0.5%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$5.44M +$4.9M +203,021 +910%
OCA
42
Otter Creek Advisors
Florida
$5.37M +$1.8M +74,634 +51%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.26M +$84.9K +3,515 +2%
IM
44
Islet Management
New York
$4.72M -$4.94M -204,728 -51%
Bank of America
45
Bank of America
North Carolina
$4.11M -$226K -9,350 -5%
Macquarie Group
46
Macquarie Group
Australia
$3.53M -$1.52M -63,002 -30%
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.35M -$1.22M -50,686 -27%
Swiss National Bank
48
Swiss National Bank
Switzerland
$3.25M – – –
Renaissance Technologies
49
Renaissance Technologies
New York
$2.87M +$1.92M +79,600 +202%
Marshall Wace
50
Marshall Wace
United Kingdom
$2.81M +$1.57M +64,821 +125%
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