BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

147 hedge funds and large institutions have $1.42B invested in Baldwin Insurance Group in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
2.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
59
Reduced
41
Closed
15
Calls
$2.13M
Puts
$191K
Net Calls
+$1.94M
Net Calls Change
+$1.79M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$46.2M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$25.9M
3
WHG
3
Westwood Holdings Group
Texas
$49.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$142M
5
NC
5
NovaPoint Capital
Georgia
$11.1M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$41M
2
BAMCO Inc
2
BAMCO Inc
New York
$77.1M
3
American Century Companies
3
American Century Companies
Missouri
$0
4
DCM
4
Driehaus Capital Management
Illinois
$0
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$16.4M +$3.29M +132,839 +25%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$16.4M +$2.34M +94,243 +17%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$12M +$12.5K +504 +0.1%
Charles Schwab
29
Charles Schwab
California
$11.5M +$235K +9,484 +2%
NC
30
NovaPoint Capital
Georgia
$11.1M +$11.1M +445,950 New
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$10.8M -$70.2K -2,833 -0.6%
SEI Investments
32
SEI Investments
Pennsylvania
$10.7M +$658K +26,542 +7%
KCM
33
Kennedy Capital Management
Missouri
$10.5M +$3.85M +155,299 +58%
TAM
34
Toscafund Asset Management
United Kingdom
$10.5M +$527K +21,273 +5%
CI Investments Inc
35
CI Investments Inc
Ontario, Canada
$10.3M -$7.78M -314,000 -43%
KCM
36
Kornitzer Capital Management
Kansas
$10.2M +$1.48M +59,900 +17%
CIM
37
Confluence Investment Management
Missouri
$9.93M -$798K -32,204 -7%
TCM
38
Tributary Capital Management
Nebraska
$8.84M -$139K -5,592 -2%
Millennium Management
39
Millennium Management
New York
$8.66M +$8.14M +328,342 +1,568%
Bank of America
40
Bank of America
North Carolina
$7.71M -$6.93M -279,781 -47%
Citadel Advisors
41
Citadel Advisors
Florida
$6.38M +$6.38M +257,479 +149,697%
Goldman Sachs
42
Goldman Sachs
New York
$5.99M +$338K +13,660 +6%
NC
43
Nicholas Company
Wisconsin
$5.55M – – –
Morgan Stanley
44
Morgan Stanley
New York
$5.51M -$558K -22,508 -9%
OCA
45
Otter Creek Advisors
Florida
$4.7M +$2.67M +107,890 +132%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$4.56M +$82.4K +3,326 +2%
MAM
47
Madison Asset Management
Wisconsin
$4.19M +$8.03K +324 +0.2%
AG
48
Algert Global
California
$3.39M +$2.57M +103,890 +315%
Swiss National Bank
49
Swiss National Bank
Switzerland
$3.35M +$62K +2,500 +2%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$2.31M +$375K +15,120 +19%
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