BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

170 hedge funds and large institutions have $1.83B invested in Baldwin Insurance Group in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 22 closing their positions.

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
51
Reduced
63
Closed
22
Calls
$541K
Puts
$90K
Net Calls
+$451K
Net Calls Change
-$338K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$84.7M
2
DCM
2
Driehaus Capital Management
Illinois
$17.5M
3
CIP
3
Champlain Investment Partners
Vermont
$116M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$10.3M
5
Millennium Management
5
Millennium Management
New York
$10.9M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$5.77M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.96M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$669K
4
WHG
4
Westwood Holdings Group
Texas
$79.2M
5
UE
5
Unisphere Establishment
Liechtenstein
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Kennedy Capital Management
Missouri
$16.1M -$1.69M -58,480 -10%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$15.4M -$3.86M -133,552 -20%
T. Rowe Price Investment Management
28
T. Rowe Price Investment Management
Maryland
$14.9M +$22.1K +764 +0.1%
Charles Schwab
29
Charles Schwab
California
$14.5M +$196K +6,763 +1%
TCM
30
Tributary Capital Management
Nebraska
$13.7M +$124K +4,278 +0.9%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$12.2M -$1.47M -50,854 -11%
KCM
32
Kornitzer Capital Management
Kansas
$11.9M – – –
Millennium Management
33
Millennium Management
New York
$10.9M +$6.56M +226,709 +150%
GIP
34
Granite Investment Partners
California
$10.7M -$29.6K -1,022 -0.3%
Point72 Asset Management
35
Point72 Asset Management
Connecticut
$10.3M +$8.3M +286,889 +410%
AGWCA
36
Annis Gardner Whiting Capital Advisors
Florida
$8.95M -$483K -16,700 -5%
Goldman Sachs
37
Goldman Sachs
New York
$8.01M +$5.06M +174,939 +172%
NC
38
Nicholas Company
Wisconsin
$6.48M – – –
Morgan Stanley
39
Morgan Stanley
New York
$5.96M -$11.1M -383,215 -65%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$5.77M -$15.2M -526,727 -73%
ECM
41
Estuary Capital Management
Minnesota
$5.59M +$5.59M +193,301 New
OCA
42
Otter Creek Advisors
Florida
$4.35M +$224K +7,737 +5%
PFA
43
Pathway Financial Advisors
Vermont
$4.09M +$1.47M +50,929 +56%
MCM
44
MAI Capital Management
Ohio
$4M +$2.44M +84,380 +157%
UBS Group
45
UBS Group
Switzerland
$3.82M +$3.61M +124,904 +1,743%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$3.76M -$1.47M -50,926 -28%
CIM
47
Confluence Investment Management
Missouri
$3.59M -$419K -14,483 -10%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.52M -$1.18M -40,927 -25%
Swiss National Bank
49
Swiss National Bank
Switzerland
$3.49M +$34.7K +1,200 +1%
FAG
50
Financial Advisory Group
Texas
$3.35M – – –
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