BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

170 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.

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% 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

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$84.7M
2
DCM
2
Driehaus Capital Management
Illinois
$17.5M
3
CIP
3
Champlain Investment Partners
Vermont
$116M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$10.3M
5
Millennium Management
5
Millennium Management
New York
$10.9M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$5.77M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.96M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$669K
4
WHG
4
Westwood Holdings Group
Texas
$79.2M
5
UE
5
Unisphere Establishment
Liechtenstein
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$3.12M +$384K +13,260 +14%
State of New Jersey Common Pension Fund D
52
State of New Jersey Common Pension Fund D
New Jersey
$3.06M -$1.03M -35,575 -25%
Two Sigma Investments
53
Two Sigma Investments
New York
$2.99M -$2.14M -73,967 -42%
CS
54
Credit Suisse
Switzerland
$2.53M +$45.7K +1,578 +2%
MAM
55
Madison Asset Management
Wisconsin
$2.47M -$668K -23,070 -21%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$2.37M -$931K -32,154 -28%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$2.34M +$60.2K +2,080 +3%
UBS AM
58
UBS AM
Illinois
$1.96M – – –
Wells Fargo
59
Wells Fargo
California
$1.92M -$47.8K -1,650 -2%
Legal & General Group
60
Legal & General Group
United Kingdom
$1.86M +$16.6K +573 +0.9%
HWM
61
HB Wealth Management
Georgia
$1.84M +$556K +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 -$82.9K -2,864 -4%
Citadel Advisors
64
Citadel Advisors
Florida
$1.62M -$1.22M -42,048 -43%
First Trust Advisors
65
First Trust Advisors
Illinois
$1.61M -$803K -27,742 -33%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$1.56M -$434 -15 -0%
Bessemer Group
67
Bessemer Group
New Jersey
$1.54M +$191K +6,600 +14%
CPSAC
68
Chas P. Smith & Associates (CPS)
Florida
$1.51M +$1.51M +52,295 New
WTB
69
Washington Trust Bank
Washington
$1.51M +$1.51M +52,131 New
Invesco
70
Invesco
Georgia
$1.38M -$735K -25,406 -35%
Jane Street
71
Jane Street
New York
$1.34M -$94.8K -3,274 -7%
Principal Financial Group
72
Principal Financial Group
Iowa
$1.3M +$1.3M +44,840 New
CIC
73
Cornercap Investment Counsel
Georgia
$1.15M -$387K -13,382 -25%
AG
74
Algert Global
California
$1.14M -$714K -24,660 -38%
Corient Private Wealth
75
Corient Private Wealth
Florida
$1.08M +$14.9K +514 +1%
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