BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

152 hedge funds and large institutions have $1.38B invested in Baldwin Insurance Group in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 9 closing their positions.

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
58
Reduced
53
Closed
9
Calls
$1.66M
Puts
$350K
Net Calls
+$1.31M
Net Calls Change
-$627K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$202M
2
Macquarie Group
2
Macquarie Group
Australia
$57.6M
3
CIP
3
Champlain Investment Partners
Vermont
$86.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$26.3M
5
HRCM
5
Hood River Capital Management
Florida
$24.3M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$13.7M
2
NC
2
NovaPoint Capital
Georgia
$1.17M
3
WHG
3
Westwood Holdings Group
Texas
$40.5M
4
CIM
4
Confluence Investment Management
Missouri
$3.41M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
51
Financial Advisory Group
Texas
$2.76M +$1.05M +45,258 +61%
State of New Jersey Common Pension Fund D
52
State of New Jersey Common Pension Fund D
New Jersey
$2.2M +$2.2M +94,600 New
PFA
53
Pathway Financial Advisors
Vermont
$2.1M – – –
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.05M – – –
Goldman Sachs
55
Goldman Sachs
New York
$1.9M -$3.71M -159,871 -66%
AG
56
Algert Global
California
$1.85M -$1.33M -57,260 -42%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$1.84M -$330K -14,204 -15%
CS
58
Credit Suisse
Switzerland
$1.81M -$59.9K -2,580 -3%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$1.68M +$232 +10 +0%
First Trust Advisors
60
First Trust Advisors
Illinois
$1.64M -$74.8K -3,220 -4%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$1.62M -$108K -4,651 -6%
AllianceBernstein
62
AllianceBernstein
Tennessee
$1.57M – – –
Citadel Advisors
63
Citadel Advisors
Florida
$1.55M -$4.44M -190,973 -74%
UBS AM
64
UBS AM
Illinois
$1.51M +$95.2K +4,100 +7%
Legal & General Group
65
Legal & General Group
United Kingdom
$1.46M +$95.3K +4,103 +7%
Wells Fargo
66
Wells Fargo
California
$1.36M -$223K -9,617 -14%
AWM
67
Apollon Wealth Management
South Carolina
$1.21M -$793K -34,116 -40%
NC
68
NovaPoint Capital
Georgia
$1.17M -$9.19M -395,416 -89%
MCM
69
MAI Capital Management
Ohio
$1.12M -$4.65K -200 -0.4%
GGHC
70
Gilder Gagnon Howe & Co
New York
$1.08M -$359K -15,450 -25%
HWM
71
HB Wealth Management
Georgia
$1.03M – – –
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$991K +$75.8K +3,263 +8%
Corient Private Wealth
73
Corient Private Wealth
Florida
$953K – – –
CCFCSB
74
Cape Cod Five Cents Savings Bank
Massachusetts
$929K +$465K +20,000 +100%
CIC
75
Cornercap Investment Counsel
Georgia
$928K -$8.29K -357 -0.9%
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