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BWIN

Baldwin Insurance Group

152 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.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

11% more funds holding

Funds holding: 137152 (+15)

9% more capital invested

Capital invested by funds: $1.74B → $1.89B (+$150M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.17% less ownership

Funds ownership: 94.54%92.37% (-2.2%)

Holders
152
Holders Change
+15
Holders Change %
+10.95%
% of All Funds
2.34%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$4.42M -$4.05M -109,575 -47%
Swiss National Bank
52
Swiss National Bank
Switzerland
$4.4M
GCM
53
Ghisallo Capital Management
Massachusetts
$3.65M -$3.95M -107,000 -51%
Citadel Advisors
54
Citadel Advisors
Florida
$3.45M -$3M -81,202 -46%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$3.36M +$2.11M +57,175 +160%
First Trust Advisors
56
First Trust Advisors
Illinois
$2.96M +$3.03M +81,971 New
State of New Jersey Common Pension Fund D
57
State of New Jersey Common Pension Fund D
New Jersey
$2.62M +$2.68M +72,612 New
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$2.62M +$74.4K +2,013 +3%
BC
59
Brookfield Corp
Ontario, Canada
$2.39M +$2.45M +66,209 New
JP Morgan Chase
60
JP Morgan Chase
New York
$2.3M +$407K +11,015 +21%
Wells Fargo
61
Wells Fargo
California
$2M +$904K +24,471 +79%
FC
62
Full18 Capital
Connecticut
$1.93M -$405K -10,957 -17%
UBS AM
63
UBS AM
Illinois
$1.8M +$329K +8,891 +22%
PPA
64
Parametric Portfolio Associates
Washington
$1.76M -$1.22M -33,146 -40%
FAG
65
Financial Advisory Group
Texas
$1.64M
MCM
66
MAI Capital Management
Ohio
$1.58M -$65.1K -1,761 -4%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$1.57M +$9.87K +267 +0.6%
AllianceBernstein
68
AllianceBernstein
Tennessee
$1.56M +$103K +2,800 +7%
PFA
69
Pathway Financial Advisors
Vermont
$1.55M +$1.88M +50,929 New
CF
70
CNA Financial
Illinois
$1.55M -$274K -7,402 -15%
CS
71
Credit Suisse
Switzerland
$1.5M +$261K +7,056 +20%
PI
72
PFS Investments
Georgia
$1.44M +$246K +6,668 +20%
Two Sigma Investments
73
Two Sigma Investments
New York
$1.34M -$685K -18,523 -33%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$1.2M -$998 -27 -0.1%
Deutsche Bank
75
Deutsche Bank
Germany
$1.2M -$1.05M -28,513 -46%

BWIN Hedge Fund Activity: Q4 2021 in Review

152 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q4 2021, worth a combined $1.89B — up 8.6% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BWIN positions and 16 closed out — a net gain of 17 holders — while 52 added to existing stakes and 46 trimmed.

The largest buyer was Vanguard Group, adding an estimated $49.7M. The largest seller was Goldman Sachs, cutting an estimated $16.1M.

  • 152 institutional investors held Baldwin Insurance Group (BWIN) as of Q4 2021, up from 137 in Q3 2021.
  • Funds reported $1.89B of Baldwin Insurance Group stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 33 funds opened new Baldwin Insurance Group positions in Q4 2021 and 16 closed out, a net change of +17 holders.
  • The largest Baldwin Insurance Group buyer in Q4 2021 was Vanguard Group, an estimated $49.7M added.
  • The largest Baldwin Insurance Group seller in Q4 2021 was Goldman Sachs, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2021.