BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

152 hedge funds and large institutions have $1.38B invested in Baldwin Insurance Group in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 9 closing their positions.

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
58
Reduced
53
Closed
9
Calls
$1.66M
Puts
$350K
Net Calls
+$1.31M
Net Calls Change
-$627K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$202M
2
Macquarie Group
2
Macquarie Group
Australia
$57.6M
3
CIP
3
Champlain Investment Partners
Vermont
$86.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$26.3M
5
HRCM
5
Hood River Capital Management
Florida
$24.3M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$13.7M
2
NC
2
NovaPoint Capital
Georgia
$1.17M
3
WHG
3
Westwood Holdings Group
Texas
$40.5M
4
CIM
4
Confluence Investment Management
Missouri
$3.41M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMSA
76
Weiss Multi-Strategy Advisers
New York
$910K +$910K +39,192 New
WG
77
Winton Group
United Kingdom
$862K +$862K +37,098 New
Bessemer Group
78
Bessemer Group
New Jersey
$814K +$395K +17,039 +94%
Two Sigma Advisers
79
Two Sigma Advisers
New York
$806K +$806K +34,700 New
MIM
80
MetLife Investment Management
New Jersey
$741K – – –
Deutsche Bank
81
Deutsche Bank
Germany
$731K +$78.8K +3,394 +12%
VHAM
82
Van Hulzen Asset Management
California
$715K +$238K +10,244 +50%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$715K +$152K +6,539 +27%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$710K – – –
AIG
85
American International Group
New York
$699K +$37.3K +1,605 +6%
Ensign Peak Advisors
86
Ensign Peak Advisors
Utah
$638K – – –
NWA
87
New World Advisors
Massachusetts
$637K – – –
Mirae Asset Global Investments
88
Mirae Asset Global Investments
South Korea
$619K – – –
Jane Street
89
Jane Street
New York
$610K -$141K -6,073 -19%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$564K +$5.92K +255 +1%
NA
91
NewEdge Advisors
Louisiana
$559K -$24.4K -1,050 -4%
DT
92
Diversified Trust
Tennessee
$534K +$61.6K +2,650 +13%
Barclays
93
Barclays
United Kingdom
$523K -$24.7K -1,063 -5%
RPCA
94
Running Point Capital Advisors
California
$486K – – –
Mariner
95
Mariner
Kansas
$478K +$269K +11,589 +129%
Natixis Advisors
96
Natixis Advisors
Massachusetts
$443K +$50.6K +2,179 +13%
ASRS
97
Arizona State Retirement System
Arizona
$422K +$16.7K +720 +4%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$400K +$9.52K +410 +2%
FNBOO
99
First National Bank of Omaha
Nebraska
$394K +$50.3K +2,164 +15%
ECM
100
ExodusPoint Capital Management
New York
$376K -$1.32M -56,803 -78%
2 3
4
5 6