Baldwin Insurance Group
BWIN
149 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.
64,950% more call options, than puts
Call options by funds: $5.2M | Put options by funds: $8K
33% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 45
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
1.88% less ownership
Funds ownership: 92.37% → 90.5% (-1.9%)
2% less funds holding
Funds holding: 152 → 149 (-3)
25% less capital invested
Capital invested by funds: $1.89B → $1.42B (-$466M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$18.1M |
| 2 |
HF
HRT Financial
New York
|
+$15.6M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$14.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$10.2M |
| 5 |
N
Natixis
Paris,
France
|
+$8.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$67.6M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$13.2M |
| 3 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$8.67M |
| 4 |
Goldman Sachs
New York
|
-$5.46M |
| 5 |
Bank of New York Mellon
New York
|
-$4.74M |
BWIN Hedge Fund Activity: Q1 2022 in Review
149 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q1 2022, worth a combined $1.42B — down 25% from $1.89B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of BWIN and 21 opened new positions — a net loss of 2 holders — while 45 trimmed existing stakes and 60 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $18.1M. The largest seller was Vanguard Group, cutting an estimated $67.6M.
- 149 institutional investors held Baldwin Insurance Group (BWIN) as of Q1 2022, down from 152 in Q4 2021.
- Funds reported $1.42B of Baldwin Insurance Group stock for Q1 2022, down 25% quarter-over-quarter.
- 21 funds opened new Baldwin Insurance Group positions in Q1 2022 and 23 closed out, a net change of -2 holders.
- The largest Baldwin Insurance Group buyer in Q1 2022 was T. Rowe Price Associates, an estimated $18.1M added.
- The largest Baldwin Insurance Group seller in Q1 2022 was Vanguard Group, an estimated $67.6M sold.
Based on aggregated 13F filings for Q1 2022.