BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

149 hedge funds and large institutions have $1.48B invested in Baldwin Insurance Group in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
16
Increased
48
Reduced
56
Closed
16
Calls
$787K
Puts
$2.69M
Net Calls
-$1.9M
Net Calls Change
-$1.93M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$36.8M
2
American Century Companies
2
American Century Companies
Missouri
$12.4M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$36M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$141M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$18.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$12.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$4M
3
GPC
3
Guardian Point Capital
Virginia
$23.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$11M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Connor, Clark & Lunn Investment Management (CC&L)
51
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.2M -$452K -17,139 -12%
First Trust Advisors
52
First Trust Advisors
Illinois
$2.83M +$1.58M +59,801 +126%
MAM
53
Madison Asset Management
Wisconsin
$2.72M +$2.72M +103,344 New
Renaissance Technologies
54
Renaissance Technologies
New York
$2.68M -$458K -17,400 -15%
FAG
55
Financial Advisory Group
Texas
$2.39M – – –
GGHC
56
Gilder Gagnon Howe & Co
New York
$2.24M -$7.85K -298 -0.3%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$2.05M +$2.05M +77,945 New
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.96M +$23.5K +892 +1%
State of New Jersey Common Pension Fund D
59
State of New Jersey Common Pension Fund D
New Jersey
$1.93M -$623K -23,649 -24%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$1.92M +$193K +7,333 +11%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$1.84M -$6.03K -229 -0.3%
AllianceBernstein
62
AllianceBernstein
Tennessee
$1.61M -$79.1K -3,000 -5%
UBS AM
63
UBS AM
Illinois
$1.56M +$221K +8,377 +17%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$1.52M -$87.7K -3,330 -5%
PFA
65
Pathway Financial Advisors
Vermont
$1.47M – – –
AIMCA
66
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.37M +$1.37M +51,818 New
CS
67
Credit Suisse
Switzerland
$1.27M +$50.1K +1,902 +4%
MCM
68
MAI Capital Management
Ohio
$1.19M +$26.3K +1,000 +2%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$1.16M +$89.8K +3,407 +8%
CF
70
CNA Financial
Illinois
$993K -$57K -2,162 -5%
Wells Fargo
71
Wells Fargo
California
$972K -$183K -6,955 -16%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$806K – – –
MIM
73
MetLife Investment Management
New Jersey
$803K – – –
AIG
74
American International Group
New York
$746K +$24.6K +932 +3%
Deutsche Bank
75
Deutsche Bank
Germany
$704K -$146K -5,558 -17%
1 2
3
4 5