BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

149 hedge funds and large institutions have $1.48B invested in Baldwin Insurance Group in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
16
Increased
48
Reduced
56
Closed
16
Calls
$787K
Puts
$2.69M
Net Calls
-$1.9M
Net Calls Change
-$1.93M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$36.8M
2
American Century Companies
2
American Century Companies
Missouri
$12.4M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$36M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$141M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$18.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$12.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$4M
3
GPC
3
Guardian Point Capital
Virginia
$23.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$11M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$13.7M -$685K -25,984 -5%
CIM
27
Confluence Investment Management
Missouri
$13.4M -$1.36M -51,519 -9%
ClearBridge Investments
28
ClearBridge Investments
New York
$12.7M -$74.5K -2,827 -0.6%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$12.6M -$127M -4,836,549 -91%
American Century Companies
30
American Century Companies
Missouri
$12.4M +$12.4M +470,808 New
Charles Schwab
31
Charles Schwab
California
$11.5M +$962K +36,492 +9%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$11M -$9.12M -346,229 -45%
Morgan Stanley
33
Morgan Stanley
New York
$10.2M -$3.91M -148,264 -28%
TCM
34
Tributary Capital Management
Nebraska
$9.59M -$2.36M -89,390 -20%
Franklin Resources
35
Franklin Resources
California
$9.58M +$316 +12 +0%
KCM
36
Kornitzer Capital Management
Kansas
$9.18M -$4.61K -175 -0.1%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$8.94M +$3.01M +114,083 +51%
KCM
38
Kennedy Capital Management
Missouri
$8.48M -$102K -3,881 -1%
SEI Investments
39
SEI Investments
Pennsylvania
$8.37M -$332K -12,587 -4%
TAM
40
Toscafund Asset Management
United Kingdom
$8.22M -$3.47M -131,633 -30%
Bank of America
41
Bank of America
North Carolina
$8.13M +$3.64M +138,161 +81%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.79M +$43.8K +1,661 +0.8%
WHG
43
Westwood Holdings Group
Texas
$5.54M -$6.15M -233,385 -53%
BC
44
Brookfield Corp
Ontario, Canada
$5.53M +$3.34M +126,925 +153%
Macquarie Group
45
Macquarie Group
Australia
$5.36M +$1.5M +56,745 +39%
NC
46
Nicholas Company
Wisconsin
$4.39M +$2.43M +92,150 +124%
Goldman Sachs
47
Goldman Sachs
New York
$4M -$10.1M -383,803 -72%
OCA
48
Otter Creek Advisors
Florida
$3.85M -$2M -76,004 -34%
Swiss National Bank
49
Swiss National Bank
Switzerland
$3.69M +$145K +5,500 +4%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$3.32M +$556K +21,092 +20%
1
2
3 4 5