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BWIN

Baldwin Insurance Group

152 hedge funds and large institutions have $1.89B invested in Baldwin Insurance Group in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

11% more funds holding

Funds holding: 137152 (+15)

9% more capital invested

Capital invested by funds: $1.74B → $1.89B (+$150M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.17% less ownership

Funds ownership: 94.54%92.37% (-2.2%)

Holders
152
Holders Change
+15
Holders Change %
+10.95%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
33
Increased
52
Reduced
46
Closed
16
Calls
$873K
Puts
Net Calls
+$873K
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
101
Handelsbanken Fonder
Sweden
$462K
SWA
102
Sutton Wealth Advisors
Florida
$451K
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$445K +$96.8K +2,620 +27%
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$427K +$438K +11,839 New
SO
105
STRS Ohio
Ohio
$397K +$407K +11,000 New
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$396K +$212K +5,727 +110%
US Bancorp
107
US Bancorp
Minnesota
$387K
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$383K +$146K +3,961 +60%
ProShare Advisors
109
ProShare Advisors
Maryland
$373K +$161K +4,358 +73%
CSS
110
Cubist Systematic Strategies
Connecticut
$360K -$2.1M -56,780 -85%
RJA
111
Raymond James & Associates
Florida
$358K +$15K +406 +4%
AAM
112
Advisors Asset Management
Colorado
$340K -$1.7K -46 -0.5%
OQS
113
Occudo Quantitative Strategies
Florida
$333K +$341K +9,217 New
AB
114
Amalgamated Bank
New York
$300K -$554 -15 -0.2%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$300K +$307K +8,300 New
Voloridge Investment Management
116
Voloridge Investment Management
Florida
$296K +$303K +8,209 New
M&T Bank
117
M&T Bank
New York
$278K -$41.8K -1,131 -13%
OAM
118
Oberweis Asset Management
Illinois
$267K +$37K +1,000 +16%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$264K +$84.7K +2,291 +46%
Brown Advisory
120
Brown Advisory
Maryland
$250K +$256K +6,927 New
AI
121
Atom Investors
Texas
$233K +$238K +6,446 New
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$224K +$5.36K +145 +2%
CP
123
Coho Partners
Pennsylvania
$217K +$222K +6,000 New
NWA
124
New World Advisors
Massachusetts
$209K +$214K +5,780 New
HR
125
Hayden Royal
North Carolina
$209K +$214K +5,782 New

BWIN Hedge Fund Activity: Q4 2021 in Review

152 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q4 2021, worth a combined $1.89B — up 8.6% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BWIN positions and 16 closed out — a net gain of 17 holders — while 52 added to existing stakes and 46 trimmed.

The largest buyer was Vanguard Group, adding an estimated $49.7M. The largest seller was Goldman Sachs, cutting an estimated $16.1M.

  • 152 institutional investors held Baldwin Insurance Group (BWIN) as of Q4 2021, up from 137 in Q3 2021.
  • Funds reported $1.89B of Baldwin Insurance Group stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 33 funds opened new Baldwin Insurance Group positions in Q4 2021 and 16 closed out, a net change of +17 holders.
  • The largest Baldwin Insurance Group buyer in Q4 2021 was Vanguard Group, an estimated $49.7M added.
  • The largest Baldwin Insurance Group seller in Q4 2021 was Goldman Sachs, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2021.