BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

152 hedge funds and large institutions have $1.38B invested in Baldwin Insurance Group in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
58
Reduced
53
Closed
9
Calls
$1.66M
Puts
$350K
Net Calls
+$1.31M
Net Calls Change
-$627K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$202M
2
Macquarie Group
2
Macquarie Group
Australia
$57.6M
3
CIP
3
Champlain Investment Partners
Vermont
$86.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$26.3M
5
HRCM
5
Hood River Capital Management
Florida
$24.3M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$13.7M
2
NC
2
NovaPoint Capital
Georgia
$1.17M
3
WHG
3
Westwood Holdings Group
Texas
$40.5M
4
CIM
4
Confluence Investment Management
Missouri
$3.41M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
101
Sutton Wealth Advisors
Florida
$365K – – –
OQS
102
Occudo Quantitative Strategies
Florida
$293K -$82.1K -3,536 -22%
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$292K -$6K -258 -2%
Handelsbanken Fonder
104
Handelsbanken Fonder
Sweden
$290K – – –
SG Americas Securities
105
SG Americas Securities
New York
$274K +$274K +11,781 New
Truist Financial
106
Truist Financial
North Carolina
$272K +$20.6K +886 +8%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$259K +$63.3K +2,723 +32%
HF
108
HRT Financial
New York
$236K +$236K +10,184 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$234K +$10.1K +434 +5%
Verition Fund Management
110
Verition Fund Management
Connecticut
$222K +$222K +9,550 New
Franklin Resources
111
Franklin Resources
California
$221K -$1.05M -45,125 -83%
P
112
Pitcairn
Pennsylvania
$220K +$13.9K +600 +7%
UBS Group
113
UBS Group
Switzerland
$211K -$4.16K -179 -2%
AB
114
Amalgamated Bank
New York
$211K – – –
HWA
115
HHM Wealth Advisors
Tennessee
$146K – – –
AIP
116
Ameritas Investment Partners
Nebraska
$136K +$27.9K +1,202 +26%
Osaic Holdings
117
Osaic Holdings
Arizona
$135K +$48.3K +2,078 +56%
Canada Life
118
Canada Life
Manitoba, Canada
$129K +$65K +2,806 +102%
US Bancorp
119
US Bancorp
Minnesota
$122K +$15.8K +681 +15%
Comerica Bank
120
Comerica Bank
Texas
$91.2K +$91.2K +3,927 New
EBA
121
Eagle Bay Advisors
New York
$87.8K +$26.1K +1,123 +42%
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$84.4K +$5.97K +257 +8%
Amundi
123
Amundi
France
$71.8K – – –
QT
124
Quantbot Technologies
New York
$64K +$64K +2,756 New
TRCT
125
Tower Research Capital (TRC)
New York
$46.6K -$17.3K -746 -27%
3 4
5
6 7