BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

151 hedge funds and large institutions have $1.89B invested in Baldwin Insurance Group in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 16 closing their positions.

Holders
151
Holders Change
+15
Holders Change %
+11.03%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
33
Increased
52
Reduced
46
Closed
16
Calls
$873K
Puts
–
Net Calls
+$873K
Net Calls Change
-$147K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$179M
2
CIP
2
Champlain Investment Partners
Vermont
$97M
3
BlackRock
3
BlackRock
New York
$117M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$24.9M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$4.49M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$35.9M
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$0
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$24.7M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$1.11M
5
CIM
5
Confluence Investment Management
Missouri
$22.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
51
Millennium Management
New York
$4.43M 122,548 -109,575 -47%
Swiss National Bank
52
Swiss National Bank
Switzerland
$4.4M 121,800 – –
GCM
53
Ghisallo Capital Management
Massachusetts
$3.65M 101,000 -107,000 -51%
Citadel Advisors
54
Citadel Advisors
Florida
$3.45M 95,433 -81,202 -46%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$3.36M 93,004 +57,175 +160%
First Trust Advisors
56
First Trust Advisors
Illinois
$2.96M 81,971 +81,971 New
State of New Jersey Common Pension Fund D
57
State of New Jersey Common Pension Fund D
New Jersey
$2.62M 72,612 +72,612 New
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$2.62M 72,446 +2,013 +3%
BC
59
Brookfield Corp
Ontario, Canada
$2.39M 66,209 +66,209 New
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$2.3M 63,785 +11,015 +21%
Wells Fargo
61
Wells Fargo
California
$2M 55,324 +24,471 +79%
FC
62
Full18 Capital
Connecticut
$1.93M 52,743 -10,957 -17%
UBS AM
63
UBS AM
Illinois
$1.8M 49,863 +8,891 +22%
PPA
64
Parametric Portfolio Associates
Washington
$1.77M 48,870 -33,146 -40%
FAG
65
Financial Advisory Group
Texas
$1.64M 45,409 – –
MCM
66
MAI Capital Management
Ohio
$1.58M 43,785 -1,761 -4%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$1.57M 43,423 +267 +0.6%
AllianceBernstein
68
AllianceBernstein
Tennessee
$1.56M 43,100 +2,800 +7%
PFA
69
Pathway Financial Advisors
Vermont
$1.55M 50,929 +50,929 New
CF
70
CNA Financial
Illinois
$1.55M 42,950 -7,402 -15%
CS
71
Credit Suisse
Switzerland
$1.5M 41,630 +7,056 +20%
PI
72
PFS Investments
Georgia
$1.44M 39,839 +6,668 +20%
Two Sigma Investments
73
Two Sigma Investments
New York
$1.34M 37,077 -18,523 -33%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$1.2M 33,266 -27 -0.1%
Deutsche Bank
75
Deutsche Bank
Germany
$1.2M 33,230 -28,513 -46%
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