BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

148 hedge funds and large institutions have $1.42B invested in Baldwin Insurance Group in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 23 closing their positions.

Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
60
Reduced
45
Closed
23
Calls
$5.2M
Puts
$8K
Net Calls
+$5.2M
Net Calls Change
+$4.32M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$146M
2
HF
2
HRT Financial
New York
$14.5M
3
CIP
3
Champlain Investment Partners
Vermont
$85.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$12.1M
5
N
5
Natixis
France
$7.55M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$70M
2
American Century Companies
2
American Century Companies
Missouri
$0
3
AII
3
AGF Investments Inc
Ontario, Canada
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$21.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCA
51
Otter Creek Advisors
Florida
$3.96M +$333K +12,410 +9%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$3.91M +$121K +4,505 +3%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$3.73M -$742K -27,654 -17%
Swiss National Bank
54
Swiss National Bank
Switzerland
$3.61M +$343K +12,800 +11%
Principal Financial Group
55
Principal Financial Group
Iowa
$3.36M +$16.2K +604 +0.5%
Fiera Capital (Canada)
56
Fiera Capital (Canada)
Quebec, Canada
$3.23M -$105K -3,928 -3%
Morgan Stanley
57
Morgan Stanley
New York
$2.28M -$1.61M -59,886 -41%
BC
58
Brookfield Corp
Ontario, Canada
$2.05M +$278K +10,357 +16%
E
59
Ergoteles
New York
$1.88M +$1.88M +70,134 New
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$1.84M -$100K -3,732 -5%
Two Sigma Investments
61
Two Sigma Investments
New York
$1.72M +$722K +26,931 +73%
CSS
62
Cubist Systematic Strategies
Connecticut
$1.56M +$1.3M +48,292 +485%
ECM
63
ExodusPoint Capital Management
New York
$1.56M +$1.56M +58,036 New
Marshall Wace
64
Marshall Wace
United Kingdom
$1.39M +$1.39M +51,684 New
AllianceBernstein
65
AllianceBernstein
Tennessee
$1.38M +$225K +8,400 +19%
PFA
66
Pathway Financial Advisors
Vermont
$1.37M – – –
UBS AM
67
UBS AM
Illinois
$1.36M +$20.9K +779 +2%
PPA
68
Parametric Portfolio Associates
Washington
$1.34M +$32.2K +1,200 +2%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$1.27M +$103K +3,847 +9%
CS
70
Credit Suisse
Switzerland
$1.25M +$132K +4,932 +12%
FAG
71
Financial Advisory Group
Texas
$1.22M – – –
MCM
72
MAI Capital Management
Ohio
$1.18M – – –
Wells Fargo
73
Wells Fargo
California
$1.17M -$313K -11,681 -21%
CF
74
CNA Financial
Illinois
$1.07M -$83.1K -3,097 -7%
Renaissance Technologies
75
Renaissance Technologies
New York
$1.06M +$1.06M +39,400 New
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