Baldwin Insurance Group
BWIN
132 hedge funds and large institutions have $1.2B invested in Baldwin Insurance Group in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 56 increasing their positions, 24 reducing their positions, and 9 closing their positions.
378% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 9
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
133% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 24
68% more capital invested
Capital invested by funds: $716M → $1.2B (+$485M)
33% more funds holding
Funds holding: 99 → 132 (+33)
7.14% more ownership
Funds ownership: 84.98% → 92.12% (+7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.1M |
| 2 |
BlackRock
New York
|
+$20.6M |
| 3 |
GPC
Guardian Point Capital
Charlottesville,
Virginia
|
+$19.7M |
| 4 |
Millennium Management
New York
|
+$18.1M |
| 5 |
CIM
Chiron Investment Management
New York
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$5.78M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$2.28M |
| 3 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
-$1.87M |
| 4 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$1.85M |
| 5 |
ClearBridge Investments
New York
|
-$1.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
126
SignatureFD
Atlanta,
Georgia
| $1K | -$318 | -11 | -19% |
|
|
QCG
127
Quadrant Capital Group
Cincinnati,
Ohio
| $1K | – | – | – |
|
|
AIG
128
American International Group
New York
| $739 | +$130K | +4,493 | +22% |
|
|
WHG
129
Westwood Holdings Group
Dallas,
Texas
| – | -$1.52M | -61,059 | Closed |
|
|
EI
130
EAM Investors
Solana Beach,
California
| – | -$1.33M | -53,560 | Closed |
|
131
Marshall Wace
London,
United Kingdom
| – | -$489K | -19,628 | Closed |
|
|
DTL
132
Dynamic Technology Lab
Singapore
| – | -$409K | -16,413 | Closed |
|
133
Renaissance Technologies
New York
| – | -$391K | -15,700 | Closed |
|
134
Two Sigma Investments
New York
| – | -$355K | -14,270 | Closed |
|
|
TC
135
Telemus Capital
Southfield,
Michigan
| – | -$277K | -10,000 | Closed |
|
|
EGM
136
Engineers Gate Manager
New York
| – | -$213K | -8,554 | Closed |
|
|
ETC
137
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$1K | -22 | Closed |
|
|
VCM
138
Versant Capital Management
Phoenix,
Arizona
| – | +$289 | +10 | New |
|
|
BCA
139
Berman Capital Advisors
Atlanta,
Georgia
| – | +$434 | +15 | New |
|
BWIN Hedge Fund Activity: Q4 2020 in Review
132 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q4 2020, worth a combined $1.2B — up 68% from $716M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new BWIN positions and 9 closed out — a net gain of 34 holders — while 56 added to existing stakes and 24 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $26.1M. The largest seller was Nuveen, cutting an estimated $5.78M.
- 132 institutional investors held Baldwin Insurance Group (BWIN) as of Q4 2020, up from 99 in Q3 2020.
- Funds reported $1.2B of Baldwin Insurance Group stock for Q4 2020, up 68% quarter-over-quarter.
- 43 funds opened new Baldwin Insurance Group positions in Q4 2020 and 9 closed out, a net change of +34 holders.
- The largest Baldwin Insurance Group buyer in Q4 2020 was Fidelity Investments, an estimated $26.1M added.
- The largest Baldwin Insurance Group seller in Q4 2020 was Nuveen, an estimated $5.78M sold.
Based on aggregated 13F filings for Q4 2020.