BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

152 hedge funds and large institutions have $1.38B invested in Baldwin Insurance Group in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 9 closing their positions.

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
58
Reduced
53
Closed
9
Calls
$1.66M
Puts
$350K
Net Calls
+$1.31M
Net Calls Change
-$627K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$202M
2
Macquarie Group
2
Macquarie Group
Australia
$57.6M
3
CIP
3
Champlain Investment Partners
Vermont
$86.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$26.3M
5
HRCM
5
Hood River Capital Management
Florida
$24.3M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$13.7M
2
NC
2
NovaPoint Capital
Georgia
$1.17M
3
WHG
3
Westwood Holdings Group
Texas
$40.5M
4
CIM
4
Confluence Investment Management
Missouri
$3.41M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
26
T. Rowe Price Investment Management
Maryland
$13.7M -$24.7M -1,063,422 -64%
PCM
27
Peregrine Capital Management
Minnesota
$13.6M -$2.35M -101,204 -15%
Charles Schwab
28
Charles Schwab
California
$11.2M +$448K +19,272 +4%
SEI Investments
29
SEI Investments
Pennsylvania
$10.3M +$236K +10,161 +2%
KCM
30
Kennedy Capital Management
Missouri
$10M +$141K +6,052 +1%
TCM
31
Tributary Capital Management
Nebraska
$9.76M +$1.47M +63,392 +18%
KCM
32
Kornitzer Capital Management
Kansas
$9.55M – – –
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$9.49M -$621K -26,729 -6%
TAM
34
Toscafund Asset Management
United Kingdom
$8.7M -$1.11M -47,822 -11%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$8.04M -$3.24M -139,337 -29%
Bank of America
36
Bank of America
North Carolina
$7.27M +$42.8K +1,842 +0.6%
CI Investments Inc
37
CI Investments Inc
Ontario, Canada
$5.97M -$3.71M -159,900 -38%
NC
38
Nicholas Company
Wisconsin
$5.21M – – –
AGWCA
39
Annis Gardner Whiting Capital Advisors
Florida
$5.13M +$5.13M +221,030 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$4.79M +$3.24M +139,684 +209%
Millennium Management
41
Millennium Management
New York
$4.72M -$3.4M -146,155 -42%
Morgan Stanley
42
Morgan Stanley
New York
$4.08M -$1.08M -46,617 -21%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$3.96M -$310K -13,334 -7%
MAM
44
Madison Asset Management
Wisconsin
$3.93M -$1.91K -82 -0%
Two Sigma Investments
45
Two Sigma Investments
New York
$3.84M +$1.7M +73,214 +80%
CIM
46
Confluence Investment Management
Missouri
$3.41M -$5.9M -253,945 -63%
Swiss National Bank
47
Swiss National Bank
Switzerland
$3.25M +$116K +5,000 +4%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$3.07M +$2.12M +91,113 +223%
OCA
49
Otter Creek Advisors
Florida
$2.92M -$1.49M -64,000 -34%
Renaissance Technologies
50
Renaissance Technologies
New York
$2.79M +$1.11M +47,894 +67%
1
2
3 4 5