BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

161 hedge funds and large institutions have $1.46B invested in Baldwin Insurance Group in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
55
Reduced
53
Closed
21
Calls
$907K
Puts
$118K
Net Calls
+$789K
Net Calls Change
-$524K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$30.6M
2
WHG
2
Westwood Holdings Group
Texas
$72.4M
3
Macquarie Group
3
Macquarie Group
Australia
$85.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$231M
5
Morgan Stanley
5
Morgan Stanley
New York
$14.2M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.75M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$1.68M
3
HRCM
3
Hood River Capital Management
Florida
$6.32M
4
VM
4
Venator Management
Pennsylvania
$18.8M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
76
American Century Companies
Missouri
$884K +$884K +36,823 New
Two Sigma Advisers
77
Two Sigma Advisers
New York
$884K +$50.4K +2,100 +6%
VHAM
78
Van Hulzen Asset Management
California
$796K +$56.4K +2,350 +8%
MIM
79
MetLife Investment Management
New Jersey
$766K – – –
Deutsche Bank
80
Deutsche Bank
Germany
$740K -$15.7K -655 -2%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$737K +$2.4K +100 +0.3%
AIG
82
American International Group
New York
$719K -$2.93K -122 -0.4%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$717K -$21.9K -910 -3%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$715K -$310K -12,921 -30%
Ensign Peak Advisors
85
Ensign Peak Advisors
Utah
$686K +$26.4K +1,100 +4%
NWA
86
New World Advisors
Massachusetts
$659K – – –
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$640K – – –
VOYA Investment Management
88
VOYA Investment Management
Georgia
$580K -$3K -125 -0.5%
DT
89
Diversified Trust
Tennessee
$575K +$22.8K +950 +4%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$557K +$99.8K +4,162 +22%
LCM
91
Landscape Capital Management
New Jersey
$557K +$557K +23,171 New
Mariner
92
Mariner
Kansas
$519K +$25.2K +1,049 +5%
SSA
93
Schonfeld Strategic Advisors
New York
$514K +$514K +21,400 New
RPCA
94
Running Point Capital Advisors
California
$502K – – –
NA
95
NewEdge Advisors
Louisiana
$485K -$93.7K -3,900 -16%
CCFCSB
96
Cape Cod Five Cents Savings Bank
Massachusetts
$480K -$480K -20,000 -50%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$469K +$469K +19,525 New
FNBOO
98
First National Bank of Omaha
Nebraska
$454K +$46.8K +1,950 +12%
SWS
99
SYSTM Wealth Solutions
Illinois
$440K +$440K +18,332 New
RJA
100
Raymond James & Associates
Florida
$430K +$430K +17,913 New
2 3
4
5 6