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BWIN

Baldwin Insurance Group

152 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, 40 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 40

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

4.88% more ownership

Funds ownership: 90.5%95.38% (+4.9%)

2% more funds holding

Funds holding: 149152 (+3)

4% less capital invested

Capital invested by funds: $1.42B → $1.36B (-$58.4M)

Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
2.56%
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
40
Closed
25
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
-$5.17M
Name Holding Trade Value Shares
Change
Change in
Stake
SPF
26
Steven Patrick Farmer
$13.5M +$13.6M +559,206 New
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$13.2M +$284K +11,696 +2%
Morgan Stanley
28
Morgan Stanley
New York
$13M +$11M +452,107 +532%
Goldman Sachs
29
Goldman Sachs
New York
$12.9M -$6.54M -268,975 -33%
Northern Trust
30
Northern Trust
Illinois
$12.8M +$1.61M +66,148 +14%
CI Investments Inc
31
CI Investments Inc
Ontario, Canada
$12.7M -$1.24M -51,000 -9%
ClearBridge Investments
32
ClearBridge Investments
New York
$11.7M +$696K +28,612 +6%
TCM
33
Tributary Capital Management
Nebraska
$10.9M +$11M +453,132 New
WHG
34
Westwood Holdings Group
Texas
$10.7M +$10.8M +443,563 New
TAM
35
Toscafund Asset Management
United Kingdom
$10.7M +$2.18M +89,591 +25%
Charles Schwab
36
Charles Schwab
California
$9.67M +$582K +23,942 +6%
Franklin Resources
37
Franklin Resources
California
$8.78M +$2.21M +90,802 +33%
KCM
38
Kornitzer Capital Management
Kansas
$8.42M -$3.38M -138,980 -28%
SEI Investments
39
SEI Investments
Pennsylvania
$7.97M +$1.53M +62,792 +23%
KCM
40
Kennedy Capital Management
Missouri
$7.86M -$39.8K -1,639 -0.5%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$5.44M +$4.94M +203,021 +910%
OCA
42
Otter Creek Advisors
Florida
$5.37M +$1.81M +74,634 +51%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.26M +$85.5K +3,515 +2%
IM
44
Islet Management
New York
$4.72M -$4.98M -204,728 -51%
Bank of America
45
Bank of America
North Carolina
$4.11M -$227K -9,350 -5%
Macquarie Group
46
Macquarie Group
Australia
$3.53M -$1.53M -63,002 -30%
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.35M -$1.23M -50,686 -27%
Swiss National Bank
48
Swiss National Bank
Switzerland
$3.25M
Renaissance Technologies
49
Renaissance Technologies
New York
$2.87M +$1.94M +79,600 +202%
Marshall Wace
50
Marshall Wace
United Kingdom
$2.81M +$1.58M +64,821 +125%

BWIN Hedge Fund Activity: Q2 2022 in Review

152 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q2 2022, worth a combined $1.36B — down 4.1% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BWIN positions and 25 closed out — a net gain of 6 holders — while 62 added to existing stakes and 40 trimmed.

The largest buyer was Vanguard Group, adding an estimated $62.2M. The largest seller was HRT Financial, exiting entirely with an estimated $14.5M sold.

  • 152 institutional investors held Baldwin Insurance Group (BWIN) as of Q2 2022, up from 149 in Q1 2022.
  • Funds reported $1.36B of Baldwin Insurance Group stock for Q2 2022, down 4.1% quarter-over-quarter.
  • 31 funds opened new Baldwin Insurance Group positions in Q2 2022 and 25 closed out, a net change of +6 holders.
  • The largest Baldwin Insurance Group buyer in Q2 2022 was Vanguard Group, an estimated $62.2M added.
  • The largest Baldwin Insurance Group seller in Q2 2022 was HRT Financial, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2022.