BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

143 hedge funds and large institutions have $1.43B invested in Baldwin Insurance Group in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 22 closing their positions.

Holders
143
Holders Change
-7
Holders Change %
-4.67%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
54
Reduced
44
Closed
22
Calls
$229K
Puts
$76K
Net Calls
+$153K
Net Calls Change
-$15K

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$37.8M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$24.8M
3
GIP
3
Granite Investment Partners
California
$16.9M
4
Northern Trust
4
Northern Trust
Illinois
$21.3M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$12.9M

Top Sellers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$102M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$0
4
GPC
4
Guardian Point Capital
Virginia
$5.09M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$616K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
51
Financial Advisory Group
Texas
$2.31M – – –
PFA
52
Pathway Financial Advisors
Vermont
$2.3M +$879K +34,529 +62%
GGHC
53
Gilder Gagnon Howe & Co
New York
$2.14M -$10.7K -421 -0.5%
OCA
54
Otter Creek Advisors
Florida
$2.08M -$853K -33,516 -29%
State of New Jersey Common Pension Fund D
55
State of New Jersey Common Pension Fund D
New Jersey
$2.02M – – –
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$2.01M +$885K +34,767 +79%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$1.99M +$76.9K +3,022 +4%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.95M -$1.71K -67 -0.1%
First Trust Advisors
59
First Trust Advisors
Illinois
$1.9M -$1.03M -40,343 -35%
AllianceBernstein
60
AllianceBernstein
Tennessee
$1.72M – – –
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.68M +$1.68M +66,101 New
Connor, Clark & Lunn Investment Management (CC&L)
62
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.62M -$574K -22,559 -26%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$1.61M +$51.7K +2,029 +3%
AIMCA
64
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.57M – – –
UBS AM
65
UBS AM
Illinois
$1.55M +$46.6K +1,831 +3%
CS
66
Credit Suisse
Switzerland
$1.36M +$88.9K +3,490 +7%
Renaissance Technologies
67
Renaissance Technologies
New York
$1.27M +$283K +11,100 +29%
MCM
68
MAI Capital Management
Ohio
$1.24M +$92.4K +3,628 +8%
Wells Fargo
69
Wells Fargo
California
$1.19M +$272K +10,669 +30%
HWM
70
HB Wealth Management
Georgia
$1.13M +$488K +19,184 +76%
Deutsche Bank
71
Deutsche Bank
Germany
$1.09M +$267K +10,471 +32%
Corient Private Wealth
72
Corient Private Wealth
Florida
$1.04M +$1.04M +41,034 New
AG
73
Algert Global
California
$838K +$55.5K +2,182 +7%
MIM
74
MetLife Investment Management
New Jersey
$812K – – –
Barclays
75
Barclays
United Kingdom
$783K +$367K +14,428 +88%
1 2
3
4 5