BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

151 hedge funds and large institutions have $1.36B invested in Baldwin Insurance Group in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
2.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
62
Reduced
39
Closed
25
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
-$5.17M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$125M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$16.8M
3
BlackRock
3
BlackRock
New York
$88.3M
4
TCM
4
Tributary Capital Management
Nebraska
$10.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$13M

Top Sellers

1
HF
1
HRT Financial
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.08M
3
DCM
3
Driehaus Capital Management
Illinois
$15.5M
4
N
4
Natixis
France
$0
5
Millennium Management
5
Millennium Management
New York
$2.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
101
Algert Global
California
$289K -$29.7K -1,230 -9%
P
102
Pitcairn
Pennsylvania
$275K +$275K +11,373 New
Mariner
103
Mariner
Kansas
$275K +$275K +11,374 New
CCFCSB
104
Cape Cod Five Cents Savings Bank
Massachusetts
$242K +$242K +10,000 New
RDWM
105
Red Door Wealth Management
Tennessee
$233K +$233K +9,650 New
JG
106
Jefferies Group
New York
$227K +$227K +9,384 New
AB
107
Amalgamated Bank
New York
$223K +$36.3K +1,505 +19%
Principal Financial Group
108
Principal Financial Group
Iowa
$219K -$2.8M -116,132 -93%
AAM
109
Advisors Asset Management
Colorado
$217K -$3.12K -129 -1%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$213K +$213K +8,829 New
Teacher Retirement System of Texas
111
Teacher Retirement System of Texas
Texas
$211K -$74.5K -3,080 -26%
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$200K – – –
Osaic Holdings
113
Osaic Holdings
Arizona
$187K +$97.9K +4,051 +110%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$177K – – –
HWMA
115
Heritage Wealth Management (Arizona)
Arizona
$157K +$157K +6,507 New
HWA
116
HHM Wealth Advisors
Tennessee
$151K +$99.5K +4,130 +193%
Citigroup
117
Citigroup
New York
$124K +$37.5K +1,552 +43%
AIP
118
Ameritas Investment Partners
Nebraska
$105K +$18.2K +761 +21%
Amundi
119
Amundi
France
$93K – – –
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$85.4K +$13.3K +552 +18%
SO
121
STRS Ohio
Ohio
$79K -$144K -6,000 -65%
Barclays
122
Barclays
United Kingdom
$71K -$134K -5,540 -65%
Canada Life
123
Canada Life
Manitoba, Canada
$67K – – –
EBA
124
Eagle Bay Advisors
New York
$56.9K +$31.6K +1,309 +125%
TRCT
125
Tower Research Capital (TRC)
New York
$55K -$52.2K -2,179 -49%
3 4
5
6 7