We are live on ! Find out more
BWIN

Baldwin Insurance Group

152 hedge funds and large institutions have $1.89B invested in Baldwin Insurance Group in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

11% more funds holding

Funds holding: 137152 (+15)

9% more capital invested

Capital invested by funds: $1.74B → $1.89B (+$150M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.17% less ownership

Funds ownership: 94.54%92.37% (-2.2%)

Holders
152
Holders Change
+15
Holders Change %
+10.95%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
33
Increased
52
Reduced
46
Closed
16
Calls
$873K
Puts
Net Calls
+$873K
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
76
ArrowMark Colorado Holdings
Colorado
$1.11M -$8.66M -234,199 -88%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$997K +$670K +18,140 +192%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$922K
AIG
79
American International Group
New York
$910K -$15.7K -426 -2%
IWC
80
Integrated Wealth Concepts
Massachusetts
$890K +$911K +24,658 New
AG
81
Algert Global
California
$873K -$37.7K -1,020 -4%
NA
82
NewEdge Advisors
Louisiana
$852K +$872K +23,600 New
Balyasny Asset Management
83
Balyasny Asset Management
Illinois
$841K -$401K -10,858 -32%
Squarepoint
84
Squarepoint
New York
$817K +$836K +22,622 New
UBS Group
85
UBS Group
Switzerland
$762K +$669K +18,103 +601%
Fidelity International
86
Fidelity International
Bermuda
$717K +$734K +19,848 New
Legal & General Group
87
Legal & General Group
United Kingdom
$692K +$32.1K +868 +5%
LPL Financial
88
LPL Financial
California
$690K +$32.9K +889 +5%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$664K +$17K +461 +3%
TFA
90
Toth Financial Advisory
Virginia
$608K +$311K +8,425 +100%
AIMCA
91
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$586K +$600K +16,240 New
MIM
92
MetLife Investment Management
New Jersey
$580K
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$578K +$142K +3,839 +32%
ASRS
94
Arizona State Retirement System
Arizona
$536K +$126K +3,421 +30%
Citigroup
95
Citigroup
New York
$525K +$297K +8,038 +123%
EGM
96
Engineers Gate Manager
New York
$510K +$522K +14,136 New
BCI
97
Brinker Capital Investments
Pennsylvania
$504K +$516K +13,967 New
DT
98
Diversified Trust
Tennessee
$495K +$73.2K +1,980 +17%
Public Employees Retirement Association of Colorado
99
Public Employees Retirement Association of Colorado
Colorado
$488K +$499K +13,514 New
MLICM
100
Metropolitan Life Insurance Company (MetLife)
New York
$469K

BWIN Hedge Fund Activity: Q4 2021 in Review

152 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q4 2021, worth a combined $1.89B — up 8.6% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BWIN positions and 16 closed out — a net gain of 17 holders — while 52 added to existing stakes and 46 trimmed.

The largest buyer was Vanguard Group, adding an estimated $49.7M. The largest seller was Goldman Sachs, cutting an estimated $16.1M.

  • 152 institutional investors held Baldwin Insurance Group (BWIN) as of Q4 2021, up from 137 in Q3 2021.
  • Funds reported $1.89B of Baldwin Insurance Group stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 33 funds opened new Baldwin Insurance Group positions in Q4 2021 and 16 closed out, a net change of +17 holders.
  • The largest Baldwin Insurance Group buyer in Q4 2021 was Vanguard Group, an estimated $49.7M added.
  • The largest Baldwin Insurance Group seller in Q4 2021 was Goldman Sachs, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2021.