BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

161 hedge funds and large institutions have $1.46B invested in Baldwin Insurance Group in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
55
Reduced
53
Closed
21
Calls
$907K
Puts
$118K
Net Calls
+$789K
Net Calls Change
-$524K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$30.6M
2
WHG
2
Westwood Holdings Group
Texas
$72.4M
3
Macquarie Group
3
Macquarie Group
Australia
$85.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$231M
5
Morgan Stanley
5
Morgan Stanley
New York
$14.2M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.75M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$1.68M
3
HRCM
3
Hood River Capital Management
Florida
$6.32M
4
VM
4
Venator Management
Pennsylvania
$18.8M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$12.7M +$2.13M +88,767 +20%
T. Rowe Price Investment Management
27
T. Rowe Price Investment Management
Maryland
$12.3M -$1.81M -75,317 -13%
Charles Schwab
28
Charles Schwab
California
$11.8M +$210K +8,753 +2%
Bank of America
29
Bank of America
North Carolina
$11.4M +$3.89M +161,773 +52%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$11.4M +$1.54M +64,278 +16%
TCM
31
Tributary Capital Management
Nebraska
$11.3M +$1.18M +48,980 +12%
KCM
32
Kornitzer Capital Management
Kansas
$9.88M – – –
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$9.29M +$6.12M +254,901 +193%
GIP
34
Granite Investment Partners
California
$8.9M -$7.25M -301,991 -45%
AGWCA
35
Annis Gardner Whiting Capital Advisors
Florida
$7.83M +$2.52M +104,800 +47%
UE
36
Unisphere Establishment
Liechtenstein
$7.71M +$7.71M +321,000 New
HRCM
37
Hood River Capital Management
Florida
$6.32M -$18.8M -783,172 -75%
NC
38
Nicholas Company
Wisconsin
$5.38M – – –
William Blair Investment Management
39
William Blair Investment Management
Illinois
$4.97M +$4.97M +206,781 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$4.34M -$613K -25,512 -12%
Two Sigma Investments
41
Two Sigma Investments
New York
$4.26M +$294K +12,232 +7%
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.9M +$1.78M +74,087 +84%
Millennium Management
43
Millennium Management
New York
$3.62M -$1.26M -52,418 -26%
OCA
44
Otter Creek Advisors
Florida
$3.43M +$406K +16,903 +13%
State of New Jersey Common Pension Fund D
45
State of New Jersey Common Pension Fund D
New Jersey
$3.39M +$1.12M +46,545 +49%
CIM
46
Confluence Investment Management
Missouri
$3.33M -$196K -8,177 -6%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.87M -$497K -20,700 -15%
FAG
48
Financial Advisory Group
Texas
$2.78M -$72.1K -3,000 -3%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$2.74M -$1.36M -56,438 -33%
MAM
50
Madison Asset Management
Wisconsin
$2.6M -$1.46M -60,815 -36%
1
2
3 4 5