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BWIN

Baldwin Insurance Group

152 hedge funds and large institutions have $1.36B invested in Baldwin Insurance Group in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 40

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

4.88% more ownership

Funds ownership: 90.5%95.38% (+4.9%)

2% more funds holding

Funds holding: 149152 (+3)

4% less capital invested

Capital invested by funds: $1.42B → $1.36B (-$58.4M)

Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
62
Reduced
40
Closed
25
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
-$5.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$2.69M -$6.75M -277,666 -71%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$2.53M -$992K -40,796 -28%
State of New Jersey Common Pension Fund D
53
State of New Jersey Common Pension Fund D
New Jersey
$2.34M +$2.36M +97,040 New
FAG
54
Financial Advisory Group
Texas
$2.19M +$1.1M +45,258 +100%
GGHC
55
Gilder Gagnon Howe & Co
New York
$2.06M -$1.77M -72,647 -46%
BC
56
Brookfield Corp
Ontario, Canada
$2M +$154K +6,326 +8%
NC
57
Nicholas Company
Wisconsin
$1.8M +$1.81M +74,590 New
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.77M +$116K +4,787 +7%
JP Morgan Chase
59
JP Morgan Chase
New York
$1.69M +$776K +31,908 +83%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$1.58M +$441K +18,154 +38%
AllianceBernstein
61
AllianceBernstein
Tennessee
$1.54M +$301K +12,400 +24%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$1.47M +$1.02M +41,861 +219%
CAM
63
ClariVest Asset Management
California
$1.47M +$1.48M +60,842 New
PFA
64
Pathway Financial Advisors
Vermont
$1.35M +$122K +5,000 +10%
UBS AM
65
UBS AM
Illinois
$1.22M
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.2M +$408K +16,764 +51%
First Trust Advisors
67
First Trust Advisors
Illinois
$1.15M +$1.15M +47,419 New
CS
68
Credit Suisse
Switzerland
$1.12M -$8.58K -353 -0.8%
Citadel Advisors
69
Citadel Advisors
Florida
$1.08M -$9.86M -405,386 -90%
MCM
70
MAI Capital Management
Ohio
$1.06M +$4.86K +200 +0.5%
Wells Fargo
71
Wells Fargo
California
$1.06M +$4.89K +201 +0.5%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$983K +$180K +7,401 +22%
CF
73
CNA Financial
Illinois
$962K
Deutsche Bank
74
Deutsche Bank
Germany
$779K +$49.7K +2,044 +7%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$738K +$123K +5,053 +20%

BWIN Hedge Fund Activity: Q2 2022 in Review

152 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q2 2022, worth a combined $1.36B — down 4.1% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BWIN positions and 25 closed out — a net gain of 6 holders — while 62 added to existing stakes and 40 trimmed.

The largest buyer was Vanguard Group, adding an estimated $62.2M. The largest seller was HRT Financial, exiting entirely with an estimated $14.5M sold.

  • 152 institutional investors held Baldwin Insurance Group (BWIN) as of Q2 2022, up from 149 in Q1 2022.
  • Funds reported $1.36B of Baldwin Insurance Group stock for Q2 2022, down 4.1% quarter-over-quarter.
  • 31 funds opened new Baldwin Insurance Group positions in Q2 2022 and 25 closed out, a net change of +6 holders.
  • The largest Baldwin Insurance Group buyer in Q2 2022 was Vanguard Group, an estimated $62.2M added.
  • The largest Baldwin Insurance Group seller in Q2 2022 was HRT Financial, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2022.