BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

161 hedge funds and large institutions have $1.46B invested in Baldwin Insurance Group in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
55
Reduced
53
Closed
21
Calls
$907K
Puts
$118K
Net Calls
+$789K
Net Calls Change
-$524K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$30.6M
2
WHG
2
Westwood Holdings Group
Texas
$72.4M
3
Macquarie Group
3
Macquarie Group
Australia
$85.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$231M
5
Morgan Stanley
5
Morgan Stanley
New York
$14.2M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.75M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$1.68M
3
HRCM
3
Hood River Capital Management
Florida
$6.32M
4
VM
4
Venator Management
Pennsylvania
$18.8M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$413K – – –
ASRS
102
Arizona State Retirement System
Arizona
$407K -$29.1K -1,213 -7%
QPWM
103
Quadrant Private Wealth Management
Pennsylvania
$393K +$393K +16,370 New
TRCT
104
Tower Research Capital (TRC)
New York
$379K +$331K +13,777 +686%
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$356K -$7.97M -331,239 -96%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$347K +$78.7K +3,278 +29%
IWC
107
Integrated Wealth Concepts
Massachusetts
$310K +$310K +12,901 New
TPI
108
Trust Point Inc
Wisconsin
$305K +$305K +12,707 New
Handelsbanken Fonder
109
Handelsbanken Fonder
Sweden
$300K – – –
CCIA
110
Campbell & Co Investment Adviser
Maryland
$283K +$283K +11,768 New
Public Employees Retirement Association of Colorado
111
Public Employees Retirement Association of Colorado
Colorado
$282K -$19.8K -824 -7%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$244K +$2.62K +109 +1%
LJAC
113
L.J. Altfest & Co
New York
$244K +$244K +10,145 New
ProShare Advisors
114
ProShare Advisors
Maryland
$240K +$240K +9,973 New
P
115
Pitcairn
Pennsylvania
$224K -$4.11K -171 -2%
AC
116
AXQ Capital
New Jersey
$211K +$211K +8,801 New
AB
117
Amalgamated Bank
New York
$211K -$6.84K -285 -3%
Victory Capital Management
118
Victory Capital Management
Texas
$206K +$206K +8,589 New
Citigroup
119
Citigroup
New York
$205K +$202K +8,405 +5,837%
UBS Group
120
UBS Group
Switzerland
$172K -$46.5K -1,935 -21%
HWA
121
HHM Wealth Advisors
Tennessee
$151K – – –
AIP
122
Ameritas Investment Partners
Nebraska
$141K – – –
US Bancorp
123
US Bancorp
Minnesota
$139K +$12.8K +534 +10%
Canada Life
124
Canada Life
Manitoba, Canada
$133K – – –
SG Americas Securities
125
SG Americas Securities
New York
$112K -$172K -7,136 -61%
3 4
5
6 7