BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

218 hedge funds and large institutions have $3.25B invested in Baldwin Insurance Group in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 63 increasing their positions, 75 reducing their positions, and 13 closing their positions.

Holders
218
Holders Change
+36
Holders Change %
+19.78%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
49
Increased
63
Reduced
75
Closed
13
Calls
$8.82M
Puts
$8.52M
Net Calls
+$308K
Net Calls Change
+$2.45M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$117M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$61.5M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$35.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$29.4M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$44M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$128M
2
Macquarie Group
2
Macquarie Group
Australia
$128M
3
WHG
3
Westwood Holdings Group
Texas
$84.2M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$16M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$2.37M +$1.65M +33,184 +232%
Jane Street
77
Jane Street
New York
$2.29M -$3.4M -68,217 -60%
State of New Jersey Common Pension Fund D
78
State of New Jersey Common Pension Fund D
New Jersey
$2.21M -$450K -9,039 -17%
ZB
79
Zions Bancorporation
Utah
$2.2M +$342K +6,866 +18%
Renaissance Technologies
80
Renaissance Technologies
New York
$2.03M +$339K +6,800 +20%
Two Sigma Investments
81
Two Sigma Investments
New York
$2.01M -$282K -5,663 -12%
OLA
82
Oliver Luxxe Assets
New Jersey
$1.99M +$892K +17,914 +81%
Deutsche Bank
83
Deutsche Bank
Germany
$1.97M +$550K +11,039 +39%
PCM
84
Penserra Capital Management
California
$1.97M -$552K -11,088 -22%
Bessemer Group
85
Bessemer Group
New Jersey
$1.93M -$901K -18,085 -32%
MIM
86
MetLife Investment Management
New Jersey
$1.89M – – –
Mirae Asset Global ETFs Holdings
87
Mirae Asset Global ETFs Holdings
Hong Kong
$1.8M +$256K +5,132 +17%
CF
88
Corebridge Financial
Texas
$1.75M -$10.9K -218 -0.6%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.74M -$36.6K -735 -2%
American Century Companies
90
American Century Companies
Missouri
$1.55M +$1.55M +31,180 New
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$1.55M – – –
LNWTC
92
Laird Norton Wetherby Trust Company
Washington
$1.53M +$1.53M +30,780 New
Natixis Advisors
93
Natixis Advisors
Massachusetts
$1.51M +$63.8K +1,281 +4%
Ensign Peak Advisors
94
Ensign Peak Advisors
Utah
$1.35M – – –
Luther King Capital Management (LKCM)
95
Luther King Capital Management (LKCM)
Texas
$1.34M +$1.34M +26,890 New
DT
96
Diversified Trust
Tennessee
$1.25M -$627K -12,600 -33%
Connor, Clark & Lunn Investment Management (CC&L)
97
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.09M +$1.09M +21,871 New
VOYA Investment Management
98
VOYA Investment Management
Georgia
$1.07M -$26.5K -532 -2%
PFM
99
Premier Fund Managers
United Kingdom
$1.04M – – –
TPI
100
Trust Point Inc
Wisconsin
$985K +$1.54K +31 +0.2%
2 3
4
5 6