BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

149 hedge funds and large institutions have $1.48B invested in Baldwin Insurance Group in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
16
Increased
48
Reduced
56
Closed
16
Calls
$787K
Puts
$2.69M
Net Calls
-$1.9M
Net Calls Change
-$1.93M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$36.8M
2
American Century Companies
2
American Century Companies
Missouri
$12.4M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$36M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$141M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$18.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$12.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$4M
3
GPC
3
Guardian Point Capital
Virginia
$23.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$11M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
76
Citadel Advisors
Florida
$670K -$510K -19,378 -43%
HWM
77
HB Wealth Management
Georgia
$665K – – –
RJA
78
Raymond James & Associates
Florida
$659K +$659K +25,021 New
Mirae Asset Global Investments
79
Mirae Asset Global Investments
South Korea
$644K +$269K +10,222 +72%
LPL Financial
80
LPL Financial
California
$623K -$8.59K -326 -1%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$602K +$21.7K +825 +4%
Legal & General Group
82
Legal & General Group
United Kingdom
$598K +$46.9K +1,781 +9%
NWA
83
New World Advisors
Massachusetts
$591K – – –
DT
84
Diversified Trust
Tennessee
$545K – – –
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$529K +$529K +20,094 New
AG
86
Algert Global
California
$513K +$198K +7,493 +63%
NA
87
NewEdge Advisors
Louisiana
$511K – – –
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$495K -$123K -4,685 -20%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$489K -$823K -31,255 -63%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$462K +$35.3K +1,340 +8%
FNBOO
91
First National Bank of Omaha
Nebraska
$443K -$108K -4,085 -20%
ASRS
92
Arizona State Retirement System
Arizona
$423K +$16.6K +630 +4%
SWA
93
Sutton Wealth Advisors
Florida
$414K – – –
US Bancorp
94
US Bancorp
Minnesota
$398K -$27.1K -1,031 -6%
RPCA
95
Running Point Capital Advisors
California
$374K – – –
Public Employees Retirement Association of Colorado
96
Public Employees Retirement Association of Colorado
Colorado
$338K – – –
Handelsbanken Fonder
97
Handelsbanken Fonder
Sweden
$337K – – –
VHAM
98
Van Hulzen Asset Management
California
$335K +$10.9K +413 +3%
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$331K +$112K +4,270 +51%
Millennium Management
100
Millennium Management
New York
$316K -$2.62M -99,271 -89%
2 3
4
5 6