BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

113 hedge funds and large institutions have $1.11B invested in Baldwin Insurance Group in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-19
Holders Change %
-14.39%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
6
Increased
53
Reduced
40
Closed
24
Calls
$621K
Puts
$629K
Net Calls
-$8K
Net Calls Change
-$8K

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$27.8M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$83.6M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$13.7M
4
VM
4
Venator Management
Pennsylvania
$31M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$20.4M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$13.9M
2
Millennium Management
2
Millennium Management
New York
$7.27M
3
BPIM
3
Brant Point Investment Management
New York
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
BC
5
Brookfield Corp
Ontario, Canada
$515K
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$58K – – –
US Bancorp
102
US Bancorp
Minnesota
$58K – – –
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$43K -$156K -5,298 -78%
GRP
104
Global Retirement Partners
California
$31K +$4.09K +151 +15%
BFEC
105
Benjamin F. Edwards & Company
Missouri
$16K +$16K +602 New
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$14K +$14K +500 New
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$2K -$11.2K -447 -85%
S
108
SignatureFD
Georgia
$1K -$70 -3 -7%
QCG
109
Quadrant Capital Group
Ohio
$1K – – –
AIG
110
American International Group
New York
$674 +$2 +65 +0.3%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$65 – – –
BPIM
112
Brant Point Investment Management
New York
– -$8.61M -287,285 Closed
Point72 Asset Management
113
Point72 Asset Management
Connecticut
– -$7.58M -252,800 Closed
PCM
114
Pinz Capital Management
New York
– -$4.77M -159,000 Closed
Federated Hermes
115
Federated Hermes
Pennsylvania
– -$3.76M -125,395 Closed
CCM
116
CAAS Capital Management
New York
– -$2.92M -97,282 Closed
GC
117
Gillson Capital
Illinois
– -$2.74M -91,277 Closed
LCM
118
Laurion Capital Management
New York
– -$1.87M -62,233 Closed
CIP
119
Chartwell Investment Partners
Pennsylvania
– -$1.05M -35,145 Closed
CM
120
Crestline Management
Texas
– -$1.03M -34,225 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
121
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$749K -25,000 Closed
GTCM
122
Gyon Technologies Capital Management
New Jersey
– -$640K -21,361 Closed
NVIM
123
New Vernon Investment Management
Illinois
– -$627K -20,933 Closed
William Blair & Company
124
William Blair & Company
Illinois
– -$584K -19,470 Closed
QT
125
Quantbot Technologies
New York
– -$496K -16,560 Closed
2 3 4
5
6