Baldwin Insurance Group
BWIN
100 hedge funds and large institutions have $555M invested in Baldwin Insurance Group in 2020 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 47 increasing their positions, 7 reducing their positions, and 6 closing their positions.
633% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 6
571% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 7
210% more capital invested
Capital invested by funds: $179M → $555M (+$376M)
61% more funds holding
Funds holding: 62 → 100 (+38)
16.67% more ownership
Funds ownership: 85.47% → 102.14% (+17%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.5M |
| 2 |
JP Morgan Chase
New York
|
+$26.6M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$16.4M |
| 4 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$10.3M |
| 5 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$8.08M |
| 2 |
NSGL
No Street GP LP
San Francisco,
California
|
-$3.68M |
| 3 |
BAMCO Inc
New York
|
-$1.59M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$966K |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$419K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Victory Capital Management
San Antonio,
Texas
| – | -$62K | -5,804 | Closed |
|
|
ASN
102
Advisory Services Network
Atlanta,
Georgia
| – | -$13K | -1,273 | Closed |
|
|
NFG
103
Next Financial Group
Houston,
Texas
| – | -$3K | -252 | Closed |
|
|
PA
104
Parallel Advisors
San Francisco,
California
| – | +$133 | +11 | New |
|
|
GWS
105
Glassman Wealth Services
Vienna,
Virginia
| – | +$181 | +15 | New |
|
|
QCG
106
Quadrant Capital Group
Cincinnati,
Ohio
| – | +$229 | +19 | New |
|
BWIN Hedge Fund Activity: Q2 2020 in Review
100 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q2 2020, worth a combined $555M — up 210% from $179M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new BWIN positions and 6 closed out — a net gain of 38 holders — while 47 added to existing stakes and 7 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $31.5M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $8.08M sold.
- 100 institutional investors held Baldwin Insurance Group (BWIN) as of Q2 2020, up from 62 in Q1 2020.
- Funds reported $555M of Baldwin Insurance Group stock for Q2 2020, up 210% quarter-over-quarter.
- 44 funds opened new Baldwin Insurance Group positions in Q2 2020 and 6 closed out, a net change of +38 holders.
- The largest Baldwin Insurance Group buyer in Q2 2020 was Fidelity Investments, an estimated $31.5M added.
- The largest Baldwin Insurance Group seller in Q2 2020 was Philadelphia Financial Management of San Francisco, an estimated $8.08M sold.
Based on aggregated 13F filings for Q2 2020.