BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

161 hedge funds and large institutions have $1.46B invested in Baldwin Insurance Group in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
55
Reduced
53
Closed
21
Calls
$907K
Puts
$118K
Net Calls
+$789K
Net Calls Change
-$524K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$30.6M
2
WHG
2
Westwood Holdings Group
Texas
$72.4M
3
Macquarie Group
3
Macquarie Group
Australia
$85.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$231M
5
Morgan Stanley
5
Morgan Stanley
New York
$14.2M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.75M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$1.68M
3
HRCM
3
Hood River Capital Management
Florida
$6.32M
4
VM
4
Venator Management
Pennsylvania
$18.8M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWTC
51
Laird Norton Wetherby Trust Company
Washington
$2.47M +$2.47M +102,972 New
Goldman Sachs
52
Goldman Sachs
New York
$2.44M +$479K +19,943 +24%
Citadel Advisors
53
Citadel Advisors
Florida
$2.35M +$750K +31,239 +47%
Barclays
54
Barclays
United Kingdom
$2.27M +$1.73M +71,994 +320%
PFA
55
Pathway Financial Advisors
Vermont
$2.17M – – –
CS
56
Credit Suisse
Switzerland
$2.07M +$190K +7,926 +10%
First Trust Advisors
57
First Trust Advisors
Illinois
$2M +$301K +12,547 +18%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$1.9M -$1.2K -50 -0.1%
Invesco
59
Invesco
Georgia
$1.75M -$49M -2,039,705 -97%
Point72 Asset Management
60
Point72 Asset Management
Connecticut
$1.68M -$21.4M -891,686 -93%
Wells Fargo
61
Wells Fargo
California
$1.63M +$222K +9,228 +16%
UBS AM
62
UBS AM
Illinois
$1.62M +$62.8K +2,615 +4%
AG
63
Algert Global
California
$1.54M -$369K -15,370 -19%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$1.53M -$138K -5,746 -8%
Legal & General Group
65
Legal & General Group
United Kingdom
$1.53M +$18.6K +774 +1%
AllianceBernstein
66
AllianceBernstein
Tennessee
$1.48M -$142K -5,900 -9%
LP
67
LMR Partners
United Kingdom
$1.34M +$1.34M +55,951 New
MCM
68
MAI Capital Management
Ohio
$1.29M +$130K +5,397 +11%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$1.29M -$442K -18,393 -25%
CIC
70
Cornercap Investment Counsel
Georgia
$1.28M +$316K +13,168 +33%
Jane Street
71
Jane Street
New York
$1.19M +$557K +23,173 +88%
Bessemer Group
72
Bessemer Group
New Jersey
$1.12M +$281K +11,700 +33%
HWM
73
HB Wealth Management
Georgia
$1.07M +$240 +10 +0%
Squarepoint
74
Squarepoint
New York
$888K +$888K +36,988 New
Corient Private Wealth
75
Corient Private Wealth
Florida
$887K -$98.5K -4,100 -10%
1 2
3
4 5