Baldwin Insurance Group
BWIN
62 hedge funds and large institutions have $179M invested in Baldwin Insurance Group in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 15 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 16
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.59% less ownership
Funds ownership: 88.05% → 85.47% (-2.6%)
5% less funds holding
Funds holding: 65 → 62 (-3)
20% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 15
33% less capital invested
Capital invested by funds: $267M → $179M (-$87.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$12.2M |
| 2 |
BAMCO Inc
New York
|
+$10.1M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$6.24M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$4.29M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$3.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$7.81M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$7.21M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.54M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$4.38M |
| 5 |
NSGL
No Street GP LP
San Francisco,
California
|
-$2.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$30K | -1,892 | Closed |
|
BWIN Hedge Fund Activity: Q1 2020 in Review
62 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q1 2020, worth a combined $179M — down 33% from $267M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of BWIN and 12 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 27 added.
The largest buyer was Westwood Holdings Group, adding an estimated $12.2M. The largest seller was Nuveen, cutting an estimated $7.81M.
- 62 institutional investors held Baldwin Insurance Group (BWIN) as of Q1 2020, down from 65 in Q4 2019.
- Funds reported $179M of Baldwin Insurance Group stock for Q1 2020, down 33% quarter-over-quarter.
- 12 funds opened new Baldwin Insurance Group positions in Q1 2020 and 15 closed out, a net change of -3 holders.
- The largest Baldwin Insurance Group buyer in Q1 2020 was Westwood Holdings Group, an estimated $12.2M added.
- The largest Baldwin Insurance Group seller in Q1 2020 was Nuveen, an estimated $7.81M sold.
Based on aggregated 13F filings for Q1 2020.