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BWIN

Baldwin Insurance Group
BWIN

132 hedge funds and large institutions have $1.2B invested in Baldwin Insurance Group in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 56 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 9

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

133% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 24

68% more capital invested

Capital invested by funds: $716M → $1.2B (+$485M)

33% more funds holding

Funds holding: 99 → 132 (+33)

7.14% more ownership

Funds ownership: 84.98% → 92.12% (+7.1%)

Holders
132
Holders Change
+33
Holders Change %
+33.33%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
43
Increased
56
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.1M
2
BlackRock
BlackRock
New York
+$20.6M
3
GPC
Guardian Point Capital
Virginia
+$19.7M
4
Millennium Management
Millennium Management
New York
+$18.1M
5
CIM
Chiron Investment Management
New York
+$17.4M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$5.78M
2
Franklin Resources
Franklin Resources
California
-$2.28M
3
ACB
Aristotle Capital Boston
Massachusetts
-$1.87M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$1.85M
5
ClearBridge Investments
ClearBridge Investments
New York
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
51
Gillson Capital
Illinois
$2.74M +$2.64M +91,277 New
FC
52
Full18 Capital
Connecticut
$2.63M +$2.53M +87,610 New
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$2.48M +$2.39M +82,598 New
CHP
54
Castle Hook Partners
New York
$2.29M +$2.21M +76,250 New
Morgan Stanley
55
Morgan Stanley
New York
$2.04M +$1.14M +39,366 +138%
Ameriprise
56
Ameriprise
Minnesota
$2.02M -$417K -14,418 -18%
Macquarie Group
57
Macquarie Group
Australia
$1.99M -$99.2K -3,428 -5%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.93M +$382K +13,200 +26%
LCM
59
Laurion Capital Management
New York
$1.86M +$1.8M +62,233 New
CF
60
CNA Financial
Illinois
$1.51M – – –
Citadel Advisors
61
Citadel Advisors
Florida
$1.48M +$400K +13,832 +39%
PPA
62
Parametric Portfolio Associates
Washington
$1.41M -$1.34M -46,302 -50%
MCM
63
MAI Capital Management
Ohio
$1.31M -$13.6K -470 -1%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$1.28M +$322K +11,140 +35%
AllianceBernstein
65
AllianceBernstein
Tennessee
$1.21M – – –
Deutsche Bank
66
Deutsche Bank
Germany
$1.19M +$619K +21,391 +116%
CS
67
Credit Suisse
Switzerland
$1.18M +$1.13M +39,225 New
QSS
68
Quantitative Systematic Strategies
Florida
$1.15M +$387K +13,366 +54%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$1.06M +$298K +10,300 +41%
CIP
70
Chartwell Investment Partners
Pennsylvania
$1.05M -$234K -8,082 -19%
CM
71
Crestline Management
Texas
$1.03M +$990K +34,225 New
Tudor Investment Corp
72
Tudor Investment Corp
Connecticut
$927K +$894K +30,917 New
Squarepoint
73
Squarepoint
New York
$850K +$338K +11,691 +70%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
74
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$749K +$723K +25,000 New
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$745K -$52.9K -1,830 -7%
1 2
3
4 5

BWIN Hedge Fund Activity: Q4 2020 in Review

132 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q4 2020, worth a combined $1.2B — up 68% from $716M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BWIN positions and 9 closed out — a net gain of 34 holders — while 56 added to existing stakes and 24 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $26.1M. The largest seller was Nuveen, cutting an estimated $5.78M.

  • 132 institutional investors held Baldwin Insurance Group (BWIN) as of Q4 2020, up from 99 in Q3 2020.
  • Funds reported $1.2B of Baldwin Insurance Group stock for Q4 2020, up 68% quarter-over-quarter.
  • 43 funds opened new Baldwin Insurance Group positions in Q4 2020 and 9 closed out, a net change of +34 holders.
  • The largest Baldwin Insurance Group buyer in Q4 2020 was Fidelity Investments, an estimated $26.1M added.
  • The largest Baldwin Insurance Group seller in Q4 2020 was Nuveen, an estimated $5.78M sold.

Based on aggregated 13F filings for Q4 2020.