BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

207 hedge funds and large institutions have $2.63B invested in Baldwin Insurance Group in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-11
Holders Change %
-5.05%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
28
Increased
83
Reduced
64
Closed
37
Calls
$3.36M
Puts
$5.57M
Net Calls
-$2.22M
Net Calls Change
-$2.52M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$87.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$190M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$77.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$64.9M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$12.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
ACB
4
Aristotle Capital Boston
Massachusetts
$20.2M
5
CIP
5
Champlain Investment Partners
Vermont
$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$21.6M +$423K +10,902 +2%
Boston Partners
27
Boston Partners
Massachusetts
$20.7M +$1.23M +31,395 +6%
ACB
28
Aristotle Capital Boston
Massachusetts
$20.2M -$29M -747,769 -59%
EMFAT
29
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20M -$5.38M -138,795 -21%
TCM
30
Tributary Capital Management
Nebraska
$18.3M -$31.9K -824 -0.2%
CIM
31
Confluence Investment Management
Missouri
$16.7M -$251K -6,478 -1%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$16.3M +$8.24M +212,511 +102%
PCM
33
Peregrine Capital Management
Minnesota
$16.1M -$4.1M -105,770 -20%
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$14.3M +$1.21M +31,130 +9%
Goldman Sachs
35
Goldman Sachs
New York
$14.2M +$3.16M +81,569 +29%
KCM
36
Kennedy Capital Management
Missouri
$13.7M -$2.89M -74,653 -17%
SEI Investments
37
SEI Investments
Pennsylvania
$12.9M -$6.73M -173,557 -34%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$12.3M +$12.3M +317,273 New
GIP
39
Granite Investment Partners
California
$11.5M -$257K -6,643 -2%
Morgan Stanley
40
Morgan Stanley
New York
$11.3M -$336K -8,673 -3%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$10.4M -$11.8M -305,502 -53%
UBS Group
42
UBS Group
Switzerland
$10.3M +$4.54M +117,094 +78%
KCM
43
Kornitzer Capital Management
Kansas
$9.32M -$973K -25,111 -9%
Aberdeen Group
44
Aberdeen Group
United Kingdom
$9.26M +$9.26M +239,000 New
NC
45
Nicholas Company
Wisconsin
$7.17M -$4.65K -120 -0.1%
MCM
46
MAI Capital Management
Ohio
$6.96M +$2.01M +51,971 +41%
UBS AM
47
UBS AM
Illinois
$6.89M +$1.27M +32,688 +23%
Swiss National Bank
48
Swiss National Bank
Switzerland
$5.09M +$77.5K +2,000 +2%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$5.03M -$28.6K -738 -0.6%
OCA
50
Otter Creek Advisors
Florida
$4.95M -$408K -10,522 -8%
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