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BWIN

Baldwin Insurance Group
BWIN

99 hedge funds and large institutions have $716M invested in Baldwin Insurance Group in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more capital invested

Capital invested by funds: $555M → $716M (+$161M)

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 100 → 99 (-1)

17.16% less ownership

Funds ownership: 102.14% → 84.98% (-17%)

Holders
99
Holders Change
-1
Holders Change %
-1%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
18
Increased
38
Reduced
33
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$16.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.58M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$7.62M
4
ACB
Aristotle Capital Boston
Massachusetts
+$4.62M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$4.53M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$48.1M
2
WHG
Westwood Holdings Group
Texas
-$20.2M
3
PWAM
Park West Asset Management
California
-$14.7M
4
N
Nuveen
North Carolina
-$6.27M
5
American Century Companies
American Century Companies
Missouri
-$6.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
101
Brookfield Corp
Ontario, Canada
– -$2.07M -120,000 Closed
MIM
102
Monashee Investment Management
Massachusetts
– -$2.04M -118,394 Closed
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$1.76M -102,165 Closed
MWNA
104
Marshall Wace North America
New York
– -$1.43M -82,695 Closed
ECM
105
ExodusPoint Capital Management
New York
– -$1.4M -81,133 Closed
PCM
106
Pinz Capital Management
New York
– -$1.38M -79,600 Closed
SSA
107
Schonfeld Strategic Advisors
New York
– -$864K -50,000 Closed
LCM
108
Laurion Capital Management
New York
– -$784K -45,400 Closed
WAM
109
Wakefield Asset Management
Colorado
– -$622K -36,002 Closed
Norges Bank
110
Norges Bank
Norway
– -$518K -30,000 Closed
Jane Street
111
Jane Street
New York
– -$431K -24,951 Closed
GC
112
Gillson Capital
Illinois
– -$399K -23,124 Closed
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
– -$344K -19,890 Closed
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
– -$277K -16,024 Closed
FHA
115
Flagship Harbor Advisors
Massachusetts
– -$4K -237 Closed
1 2 3 4
5

BWIN Hedge Fund Activity: Q3 2020 in Review

99 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q3 2020, worth a combined $716M — up 29% from $555M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BWIN and 18 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 38 added.

The largest buyer was BlackRock, adding an estimated $16.3M. The largest seller was JP Morgan Chase, cutting an estimated $48.1M.

  • 99 institutional investors held Baldwin Insurance Group (BWIN) as of Q3 2020, down from 100 in Q2 2020.
  • Funds reported $716M of Baldwin Insurance Group stock for Q3 2020, up 29% quarter-over-quarter.
  • 18 funds opened new Baldwin Insurance Group positions in Q3 2020 and 19 closed out, a net change of -1 holder.
  • The largest Baldwin Insurance Group buyer in Q3 2020 was BlackRock, an estimated $16.3M added.
  • The largest Baldwin Insurance Group seller in Q3 2020 was JP Morgan Chase, an estimated $48.1M sold.

Based on aggregated 13F filings for Q3 2020.