BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

218 hedge funds and large institutions have $3.25B invested in Baldwin Insurance Group in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 63 increasing their positions, 75 reducing their positions, and 13 closing their positions.

Holders
218
Holders Change
+36
Holders Change %
+19.78%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
49
Increased
63
Reduced
75
Closed
13
Calls
$8.82M
Puts
$8.52M
Net Calls
+$308K
Net Calls Change
+$2.45M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$117M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$61.5M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$35.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$29.4M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$44M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$128M
2
Macquarie Group
2
Macquarie Group
Australia
$128M
3
WHG
3
Westwood Holdings Group
Texas
$84.2M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$16M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMFAT
26
Emerald Mutual Fund Advisers Trust
Pennsylvania
$32.6M -$4.07M -81,784 -11%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$29.4M +$29.4M +591,317 New
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$28.6M -$50.1K -1,006 -0.2%
Charles Schwab
29
Charles Schwab
California
$27.2M +$574K +11,523 +2%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$26.6M -$15.6K -314 -0.1%
PCM
31
Peregrine Capital Management
Minnesota
$26M -$9.33M -187,277 -26%
SEI Investments
32
SEI Investments
Pennsylvania
$25.2M -$1.39M -27,835 -5%
Boston Partners
33
Boston Partners
Massachusetts
$25M -$1.29M -25,657 -5%
TCM
34
Tributary Capital Management
Nebraska
$23.5M -$117K -2,344 -0.5%
CIM
35
Confluence Investment Management
Missouri
$21.8M +$4.62M +92,755 +27%
KCM
36
Kennedy Capital Management
Missouri
$21.3M -$5.05M -101,462 -19%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$16.8M -$3.25M -65,320 -16%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$16M -$22M -441,630 -58%
GIP
39
Granite Investment Partners
California
$15.1M -$1.21M -24,284 -7%
Morgan Stanley
40
Morgan Stanley
New York
$14.9M +$4.79M +96,208 +47%
Goldman Sachs
41
Goldman Sachs
New York
$14.2M +$3.12M +62,614 +28%
KCM
42
Kornitzer Capital Management
Kansas
$13.2M -$7.25M -145,640 -35%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$10.3M +$5.25M +105,473 +103%
NC
44
Nicholas Company
Wisconsin
$9.22M -$1.94M -38,870 -17%
UBS Group
45
UBS Group
Switzerland
$7.45M +$587K +11,788 +9%
Invesco
46
Invesco
Georgia
$7.24M +$4.8M +96,330 +196%
UBS AM
47
UBS AM
Illinois
$7.23M +$351K +7,040 +5%
OCA
48
Otter Creek Advisors
Florida
$6.89M -$2.41M -48,340 -26%
First Trust Advisors
49
First Trust Advisors
Illinois
$6.86M +$178K +3,572 +3%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$6.57M -$697K -14,005 -10%
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