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BWIN

Baldwin Insurance Group

171 hedge funds and large institutions have $1.83B invested in Baldwin Insurance Group in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $541K | Put options by funds: $90K

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

25% more capital invested

Capital invested by funds: $1.46B → $1.83B (+$366M)

6% more funds holding

Funds holding: 162171 (+9)

2.96% more ownership

Funds ownership: 94.59%97.56% (+3%)

19% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 63

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
171
Holders Change
+9
Holders Change %
+5.56%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
51
Reduced
63
Closed
22
Calls
$541K
Puts
$90K
Net Calls
+$451K
Net Calls Change
-$338K
Name Holding Trade Value Shares
Change
Change in
Stake
SWS
101
SYSTM Wealth Solutions
Illinois
$444K -$78.1K -2,974 -16%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$418K
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$408K -$142K -5,419 -28%
BCM
104
Bayesian Capital Management
New York
$382K +$347K +13,200 New
NA
105
NewEdge Advisors
Louisiana
$367K -$197K -7,500 -37%
Handelsbanken Fonder
106
Handelsbanken Fonder
Sweden
$362K
LPL Financial
107
LPL Financial
California
$319K +$289K +11,015 New
ProShare Advisors
108
ProShare Advisors
Maryland
$313K +$22.4K +852 +9%
LJAC
109
L.J. Altfest & Co
New York
$300K +$5.36K +204 +2%
Citigroup
110
Citigroup
New York
$288K +$36.8K +1,402 +16%
Truist Financial
111
Truist Financial
North Carolina
$281K +$255K +9,709 New
P
112
Pitcairn
Pennsylvania
$280K +$9.27K +353 +4%
EGM
113
Engineers Gate Manager
New York
$278K +$252K +9,608 New
Renaissance Technologies
114
Renaissance Technologies
New York
$262K +$238K +9,060 New
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$251K -$193K -7,330 -43%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$250K +$227K +8,647 New
Public Employees Retirement Association of Colorado
117
Public Employees Retirement Association of Colorado
Colorado
$244K -$86.8K -3,305 -28%
Victory Capital Management
118
Victory Capital Management
Texas
$243K -$5.1K -194 -2%
Ameriprise
119
Ameriprise
Minnesota
$242K +$220K +8,376 New
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$226K -$62K -2,360 -23%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$207K +$188K +7,147 New
VCA
122
Verdence Capital Advisors
Maryland
$203K +$184K +7,009 New
MNBTD
123
Moody National Bank Trust Division
Texas
$202K +$183K +6,980 New
US Bancorp
124
US Bancorp
Minnesota
$189K +$19.8K +753 +13%
HWA
125
HHM Wealth Advisors
Tennessee
$181K

BWIN Hedge Fund Activity: Q1 2024 in Review

171 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q1 2024, worth a combined $1.83B — up 25% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BWIN positions and 22 closed out — a net gain of 9 holders — while 51 added to existing stakes and 63 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $71.4M. The largest seller was Rockefeller Capital Management, cutting an estimated $13.8M.

  • 171 institutional investors held Baldwin Insurance Group (BWIN) as of Q1 2024, up from 162 in Q4 2023.
  • Funds reported $1.83B of Baldwin Insurance Group stock for Q1 2024, up 25% quarter-over-quarter.
  • 31 funds opened new Baldwin Insurance Group positions in Q1 2024 and 22 closed out, a net change of +9 holders.
  • The largest Baldwin Insurance Group buyer in Q1 2024 was William Blair Investment Management, an estimated $71.4M added.
  • The largest Baldwin Insurance Group seller in Q1 2024 was Rockefeller Capital Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2024.