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BWIN

Baldwin Insurance Group

219 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, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 13

42% more capital invested

Capital invested by funds: $2.29B → $3.25B (+$962M)

20% more funds holding

Funds holding: 183219 (+36)

4% more call options, than puts

Call options by funds: $8.82M | Put options by funds: $8.52M

0.24% more ownership

Funds ownership: 97.5%97.74% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

17% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 76

Holders
219
Holders Change
+36
Holders Change %
+19.67%
% of All Funds
3.14%
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
76
Closed
13
Calls
$8.82M
Puts
$8.52M
Net Calls
+$308K
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
EMFAT
26
Emerald Mutual Fund Advisers Trust
Pennsylvania
$32.6M -$3.56M -81,784 -11%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$29.4M +$25.7M +591,317 New
N
28
Nuveen
North Carolina
$28.6M -$43.7K -1,006 -0.2%
Charles Schwab
29
Charles Schwab
California
$27.2M +$501K +11,523 +2%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$26.6M -$13.7K -314 -0.1%
PCM
31
Peregrine Capital Management
Minnesota
$26M -$8.14M -187,277 -26%
SEI Investments
32
SEI Investments
Pennsylvania
$25.2M -$1.21M -27,835 -5%
Boston Partners
33
Boston Partners
Massachusetts
$25M -$1.12M -25,657 -5%
TCM
34
Tributary Capital Management
Nebraska
$23.5M -$102K -2,344 -0.5%
CIM
35
Confluence Investment Management
Missouri
$21.8M +$4.03M +92,755 +27%
KCM
36
Kennedy Capital Management
Missouri
$21.3M -$4.41M -101,462 -19%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$16.8M -$2.84M -65,320 -16%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$16M -$19.2M -441,630 -58%
GIP
39
Granite Investment Partners
California
$15.1M -$1.06M -24,284 -7%
Morgan Stanley
40
Morgan Stanley
New York
$14.9M +$4.18M +96,208 +47%
Goldman Sachs
41
Goldman Sachs
New York
$14.2M +$2.72M +62,614 +28%
KCM
42
Kornitzer Capital Management
Kansas
$13.2M -$6.33M -145,640 -35%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$10.3M +$4.59M +105,473 +103%
NC
44
Nicholas Company
Wisconsin
$9.22M -$1.69M -38,870 -17%
UBS Group
45
UBS Group
Switzerland
$7.45M +$513K +11,788 +9%
Invesco
46
Invesco
Georgia
$7.24M +$4.19M +96,330 +196%
UBS AM
47
UBS AM
Illinois
$7.23M +$306K +7,040 +5%
OCA
48
Otter Creek Advisors
Florida
$6.89M -$2.1M -48,340 -26%
First Trust Advisors
49
First Trust Advisors
Illinois
$6.86M +$155K +3,572 +3%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$6.57M -$609K -14,005 -10%

BWIN Hedge Fund Activity: Q3 2024 in Review

219 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q3 2024, worth a combined $3.25B — up 42% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BWIN positions and 13 closed out — a net gain of 36 holders — while 63 added to existing stakes and 76 trimmed.

The largest buyer was Capital International Investors, adding an estimated $96.3M. The largest seller was Champlain Investment Partners, cutting an estimated $73M.

  • 219 institutional investors held Baldwin Insurance Group (BWIN) as of Q3 2024, up from 183 in Q2 2024.
  • Funds reported $3.25B of Baldwin Insurance Group stock for Q3 2024, up 42% quarter-over-quarter.
  • 49 funds opened new Baldwin Insurance Group positions in Q3 2024 and 13 closed out, a net change of +36 holders.
  • The largest Baldwin Insurance Group buyer in Q3 2024 was Capital International Investors, an estimated $96.3M added.
  • The largest Baldwin Insurance Group seller in Q3 2024 was Champlain Investment Partners, an estimated $73M sold.

Based on aggregated 13F filings for Q3 2024.