BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

147 hedge funds and large institutions have $1.42B invested in Baldwin Insurance Group in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
2.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
59
Reduced
41
Closed
15
Calls
$2.13M
Puts
$191K
Net Calls
+$1.94M
Net Calls Change
+$1.79M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$46.2M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$25.9M
3
WHG
3
Westwood Holdings Group
Texas
$49.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$142M
5
NC
5
NovaPoint Capital
Georgia
$11.1M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$41M
2
BAMCO Inc
2
BAMCO Inc
New York
$77.1M
3
American Century Companies
3
American Century Companies
Missouri
$0
4
DCM
4
Driehaus Capital Management
Illinois
$0
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
51
Two Sigma Investments
New York
$2.28M +$2.28M +91,875 New
PFA
52
Pathway Financial Advisors
Vermont
$2.24M – – –
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.19M +$553K +22,321 +34%
AWM
54
Apollon Wealth Management
South Carolina
$2.14M +$2.14M +86,320 New
CS
55
Credit Suisse
Switzerland
$2M +$677K +27,313 +51%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$1.84M -$57.3K -2,312 -3%
First Trust Advisors
57
First Trust Advisors
Illinois
$1.83M -$15.6K -630 -0.8%
FAG
58
Financial Advisory Group
Texas
$1.83M -$421K -17,000 -19%
ECM
59
ExodusPoint Capital Management
New York
$1.81M +$1.45M +58,378 +399%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$1.79M -$167K -6,746 -9%
Renaissance Technologies
61
Renaissance Technologies
New York
$1.78M +$553K +22,300 +45%
Wells Fargo
62
Wells Fargo
California
$1.69M +$535K +21,610 +46%
AllianceBernstein
63
AllianceBernstein
Tennessee
$1.68M – – –
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$1.65M +$87.6K +3,534 +6%
UBS AM
65
UBS AM
Illinois
$1.55M – – –
GGHC
66
Gilder Gagnon Howe & Co
New York
$1.53M -$552K -22,289 -26%
Legal & General Group
67
Legal & General Group
United Kingdom
$1.46M +$697K +28,119 +92%
Franklin Resources
68
Franklin Resources
California
$1.35M -$6.6M -266,477 -83%
MCM
69
MAI Capital Management
Ohio
$1.2M – – –
FSC
70
Full Sail Capital
Oklahoma
$1.12M +$1.12M +45,257 New
HWM
71
HB Wealth Management
Georgia
$1.1M +$619 +25 +0.1%
Corient Private Wealth
72
Corient Private Wealth
Florida
$1.02M – – –
Balyasny Asset Management
73
Balyasny Asset Management
Illinois
$1.01M +$1.01M +40,940 New
CIC
74
Cornercap Investment Counsel
Georgia
$999K +$999K +40,322 New
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$977K +$977K +39,417 New
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