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BWIN

Baldwin Insurance Group

171 hedge funds and large institutions have $1.83B invested in Baldwin Insurance Group in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $541K | Put options by funds: $90K

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

25% more capital invested

Capital invested by funds: $1.46B → $1.83B (+$366M)

6% more funds holding

Funds holding: 162171 (+9)

2.96% more ownership

Funds ownership: 94.59%97.56% (+3%)

19% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 63

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
171
Holders Change
+9
Holders Change %
+5.56%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
51
Reduced
63
Closed
22
Calls
$541K
Puts
$90K
Net Calls
+$451K
Net Calls Change
-$338K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$3.12M +$348K +13,260 +14%
State of New Jersey Common Pension Fund D
52
State of New Jersey Common Pension Fund D
New Jersey
$3.06M -$935K -35,575 -25%
Two Sigma Investments
53
Two Sigma Investments
New York
$2.99M -$1.94M -73,967 -42%
CS
54
Credit Suisse
Switzerland
$2.53M +$41.5K +1,578 +2%
MAM
55
Madison Asset Management
Wisconsin
$2.47M -$606K -23,070 -21%
JP Morgan Chase
56
JP Morgan Chase
New York
$2.37M -$845K -32,154 -28%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$2.34M +$54.6K +2,080 +3%
UBS AM
58
UBS AM
Illinois
$1.96M
Wells Fargo
59
Wells Fargo
California
$1.92M -$43.3K -1,650 -2%
Legal & General Group
60
Legal & General Group
United Kingdom
$1.86M +$15.1K +573 +0.9%
HWM
61
HB Wealth Management
Georgia
$1.84M +$505K +19,204 +43%
AllianceBernstein
62
AllianceBernstein
Tennessee
$1.79M
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.77M -$75.2K -2,864 -4%
Citadel Advisors
64
Citadel Advisors
Florida
$1.62M -$1.1M -42,048 -43%
First Trust Advisors
65
First Trust Advisors
Illinois
$1.61M -$729K -27,742 -33%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$1.56M -$394 -15 -0%
Bessemer Group
67
Bessemer Group
New Jersey
$1.54M +$173K +6,600 +14%
CPSAC
68
Chas P. Smith & Associates (CPS)
Florida
$1.51M +$1.37M +52,295 New
WTB
69
Washington Trust Bank
Washington
$1.51M +$1.37M +52,131 New
Invesco
70
Invesco
Georgia
$1.38M -$667K -25,406 -35%
Jane Street
71
Jane Street
New York
$1.34M -$86K -3,274 -7%
Principal Financial Group
72
Principal Financial Group
Iowa
$1.3M +$1.18M +44,840 New
CIC
73
Cornercap Investment Counsel
Georgia
$1.15M -$352K -13,382 -25%
AG
74
Algert Global
California
$1.14M -$648K -24,660 -38%
Corient Private Wealth
75
Corient Private Wealth
Florida
$1.08M +$13.5K +514 +1%

BWIN Hedge Fund Activity: Q1 2024 in Review

171 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q1 2024, worth a combined $1.83B — up 25% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BWIN positions and 22 closed out — a net gain of 9 holders — while 51 added to existing stakes and 63 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $71.4M. The largest seller was Rockefeller Capital Management, cutting an estimated $13.8M.

  • 171 institutional investors held Baldwin Insurance Group (BWIN) as of Q1 2024, up from 162 in Q4 2023.
  • Funds reported $1.83B of Baldwin Insurance Group stock for Q1 2024, up 25% quarter-over-quarter.
  • 31 funds opened new Baldwin Insurance Group positions in Q1 2024 and 22 closed out, a net change of +9 holders.
  • The largest Baldwin Insurance Group buyer in Q1 2024 was William Blair Investment Management, an estimated $71.4M added.
  • The largest Baldwin Insurance Group seller in Q1 2024 was Rockefeller Capital Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2024.