BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

150 hedge funds and large institutions have $1.39B invested in Baldwin Insurance Group in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
150
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
14
Increased
61
Reduced
49
Closed
13
Calls
$223K
Puts
$55K
Net Calls
+$168K
Net Calls Change
+$2.07M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$15.3M
2
HRCM
2
Hood River Capital Management
Florida
$13.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$145M
4
Bank of America
4
Bank of America
North Carolina
$15.3M
5
WHG
5
Westwood Holdings Group
Texas
$10.9M

Top Sellers

1
DC
1
Davenport & Co
Virginia
$0
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$21.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$119M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$7.52M
5
GPC
5
Guardian Point Capital
Virginia
$14.5M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$2.89M 114,861 +7,641 +7%
Macquarie Group
52
Macquarie Group
Australia
$2.77M 110,302 -92,495 -46%
Goldman Sachs
53
Goldman Sachs
New York
$2.29M 91,151 -60,465 -40%
FAG
54
Financial Advisory Group
Texas
$2.28M 90,667 – –
Connor, Clark & Lunn Investment Management (CC&L)
55
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.17M 86,132 -35,425 -29%
GGHC
56
Gilder Gagnon Howe & Co
New York
$2.13M 84,560 -399 -0.5%
State of New Jersey Common Pension Fund D
57
State of New Jersey Common Pension Fund D
New Jersey
$1.99M 79,148 +5,757 +8%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$1.93M 76,865 -49,080 -39%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$1.93M 76,649 +2,256 +3%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$1.89M 75,057 +2,300 +3%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$1.8M 71,757 -6,188 -8%
AllianceBernstein
62
AllianceBernstein
Tennessee
$1.7M 67,600 +6,700 +11%
AIMCA
63
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.55M 61,789 +9,971 +19%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$1.54M 61,144 +3,530 +6%
UBS AM
65
UBS AM
Illinois
$1.48M 59,019 – –
PFA
66
Pathway Financial Advisors
Vermont
$1.41M 55,929 – –
CS
67
Credit Suisse
Switzerland
$1.25M 49,830 +1,719 +4%
Citadel Advisors
68
Citadel Advisors
Florida
$1.22M 48,438 +23,002 +90%
MCM
69
MAI Capital Management
Ohio
$1.13M 44,985 – –
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$1.11M 44,114 -17 -0%
Renaissance Technologies
71
Renaissance Technologies
New York
$970K 38,600 -63,000 -62%
Wells Fargo
72
Wells Fargo
California
$906K 36,036 -853 -2%
Deutsche Bank
73
Deutsche Bank
Germany
$814K 32,373 +5,658 +21%
MIM
74
MetLife Investment Management
New Jersey
$802K 31,885 +1,407 +5%
AG
75
Algert Global
California
$773K 30,752 +11,300 +58%
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