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BWIN

Baldwin Insurance Group

65 hedge funds and large institutions have $267M invested in Baldwin Insurance Group in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

88.05% more ownership

Funds ownership: 0%88.05% (+88%)

Holders
65
Holders Change
+65
Holders Change %
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
65
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$179K +$178K +11,159 New
Wells Fargo
52
Wells Fargo
California
$173K +$172K +10,796 New
MLICM
53
Metropolitan Life Insurance Company (MetLife)
New York
$168K +$167K +10,468 New
AIG
54
American International Group
New York
$151K +$150K +9,427 New
US Bancorp
55
US Bancorp
Minnesota
$84K +$83.5K +5,232 New
SWA
56
Sutton Wealth Advisors
Florida
$80.3K +$79.8K +5,000 New
Deutsche Bank
57
Deutsche Bank
Germany
$80K +$80.5K +5,044 New
SO
58
STRS Ohio
Ohio
$62K +$62.2K +3,900 New
Citigroup
59
Citigroup
New York
$48K +$48.2K +3,019 New
Legal & General Group
60
Legal & General Group
United Kingdom
$42K +$41.6K +2,609 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$30K +$30.2K +1,892 New
AIP
62
Ameritas Investment Partners
Nebraska
$21K +$20.6K +1,294 New
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$18K +$17.6K +1,106 New
NFG
64
Next Financial Group
Texas
$4K +$4.02K +252 New
S
65
SignatureFD
Georgia
$1K +$718 +45 New

BWIN Hedge Fund Activity: Q4 2019 in Review

65 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q4 2019, worth a combined $267M.

Buyers outnumbered sellers: 65 funds opened new BWIN positions and 0 closed out — a net gain of 65 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was BAMCO Inc, opening a new position worth an estimated $41.3M.

  • 65 institutional investors held Baldwin Insurance Group (BWIN) as of Q4 2019, up from 0 in Q3 2019.
  • Funds reported $267M of Baldwin Insurance Group stock for Q4 2019.
  • 65 funds opened new Baldwin Insurance Group positions in Q4 2019 and 0 closed out, a net change of +65 holders.
  • The largest Baldwin Insurance Group buyer in Q4 2019 was BAMCO Inc, an estimated $41.3M added.

Based on aggregated 13F filings for Q4 2019.