BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

113 hedge funds and large institutions have $1.11B invested in Baldwin Insurance Group in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-19
Holders Change %
-14.39%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
6
Increased
53
Reduced
40
Closed
24
Calls
$621K
Puts
$629K
Net Calls
-$8K
Net Calls Change
-$8K

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$27.8M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$83.6M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$13.7M
4
VM
4
Venator Management
Pennsylvania
$31M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$20.4M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$13.9M
2
Millennium Management
2
Millennium Management
New York
$7.27M
3
BPIM
3
Brant Point Investment Management
New York
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
BC
5
Brookfield Corp
Ontario, Canada
$515K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
76
Sutton Wealth Advisors
Florida
$341K – – –
QC
77
Quadrature Capital
United Kingdom
$338K +$105K +3,866 +45%
MLICM
78
Metropolitan Life Insurance Company (MetLife)
New York
$331K -$15.6K -574 -5%
ASRS
79
Arizona State Retirement System
Arizona
$322K +$67.2K +2,468 +26%
ProShare Advisors
80
ProShare Advisors
Maryland
$309K +$53K +1,944 +21%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$299K +$69.5K +2,560 +30%
M&T Bank
82
M&T Bank
New York
$277K -$88.7K -3,262 -24%
QSS
83
Quantitative Systematic Strategies
Florida
$258K -$782K -28,767 -75%
Principal Financial Group
84
Principal Financial Group
Iowa
$247K -$46.2K -1,694 -16%
PI
85
PFS Investments
Georgia
$228K +$228K +8,357 New
RJA
86
Raymond James & Associates
Florida
$212K +$2.73K +100 +1%
Voloridge Investment Management
87
Voloridge Investment Management
Florida
$209K -$346K -12,700 -62%
ASN
88
Advisory Services Network
Georgia
$204K -$15.5K -568 -7%
SG Americas Securities
89
SG Americas Securities
New York
$195K +$86.1K +3,162 +79%
Legal & General Group
90
Legal & General Group
United Kingdom
$185K +$12.2K +447 +7%
UBS Group
91
UBS Group
Switzerland
$181K -$214K -7,818 -54%
AAM
92
Advisors Asset Management
Colorado
$143K +$143K +5,251 New
TRCT
93
Tower Research Capital (TRC)
New York
$142K +$34K +1,248 +31%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$137K +$71.9K +2,636 +110%
Simplex Trading
95
Simplex Trading
Illinois
$126K +$126K +4,647 New
AIP
96
Ameritas Investment Partners
Nebraska
$99K – – –
Osaic Holdings
97
Osaic Holdings
Arizona
$98K -$21.2K -775 -18%
Citigroup
98
Citigroup
New York
$90K -$167K -6,142 -65%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$89K +$31.2K +1,143 +54%
Canada Life
100
Canada Life
Manitoba, Canada
$86K +$25.1K +926 +41%
2 3
4
5 6