BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

149 hedge funds and large institutions have $1.48B invested in Baldwin Insurance Group in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
16
Increased
48
Reduced
56
Closed
16
Calls
$787K
Puts
$2.69M
Net Calls
-$1.9M
Net Calls Change
-$1.93M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$36.8M
2
American Century Companies
2
American Century Companies
Missouri
$12.4M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$36M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$141M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$18.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$12.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$4M
3
GPC
3
Guardian Point Capital
Virginia
$23.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$11M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
101
SG Americas Securities
New York
$289K +$289K +10,952 New
Mariner
102
Mariner
Kansas
$275K -$24.7K -938 -8%
CCFCSB
103
Cape Cod Five Cents Savings Bank
Massachusetts
$264K – – –
EGM
104
Engineers Gate Manager
New York
$258K +$258K +9,803 New
AB
105
Amalgamated Bank
New York
$254K +$10.8K +410 +4%
P
106
Pitcairn
Pennsylvania
$252K -$47.4K -1,799 -16%
GCM
107
Graham Capital Management
Connecticut
$244K +$244K +9,275 New
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$233K – – –
AAM
109
Advisors Asset Management
Colorado
$229K -$7.57K -287 -3%
Principal Financial Group
110
Principal Financial Group
Iowa
$226K -$12.7K -484 -5%
Teacher Retirement System of Texas
111
Teacher Retirement System of Texas
Texas
$226K -$4.15K -157 -2%
TRCT
112
Tower Research Capital (TRC)
New York
$209K +$149K +5,651 +246%
FA
113
FDx Advisors
Illinois
$209K +$209K +7,942 New
Osaic Holdings
114
Osaic Holdings
Arizona
$200K -$4.03K -153 -2%
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$193K – – –
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$171K -$167K -6,348 -49%
HWA
117
HHM Wealth Advisors
Tennessee
$165K – – –
UBS Group
118
UBS Group
Switzerland
$160K +$107K +4,070 +202%
HWMA
119
Heritage Wealth Management (Arizona)
Arizona
$152K -$19.1K -726 -11%
AIP
120
Ameritas Investment Partners
Nebraska
$123K +$7.58K +288 +7%
Amundi
121
Amundi
France
$105K – – –
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$93.2K – – –
EBA
123
Eagle Bay Advisors
New York
$80K +$16.9K +632 +27%
Canada Life
124
Canada Life
Manitoba, Canada
$73K – – –
Barclays
125
Barclays
United Kingdom
$67K -$10.8K -406 -14%
3 4
5
6 7