Baldwin Insurance Group
BWIN
113 hedge funds and large institutions have $1.11B invested in Baldwin Insurance Group in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 24 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 40
1% less call options, than puts
Call options by funds: $621K | Put options by funds: $629K
3.05% less ownership
Funds ownership: 92.12% → 89.07% (-3%)
7% less capital invested
Capital invested by funds: $1.2B → $1.11B (-$88.8M)
14% less funds holding
Funds holding: 132 → 113 (-19)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
75% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$27.7M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$17.9M |
| 3 |
Rockefeller Capital Management
New York
|
+$13.1M |
| 4 |
VM
Venator Management
Pittsburgh,
Pennsylvania
|
+$9.79M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$8.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$14.9M |
| 2 |
Millennium Management
New York
|
-$10.9M |
| 3 |
BPIM
Brant Point Investment Management
New York
|
-$8.61M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$7.58M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$5.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$348K | -11,617 | Closed |
|
|
ECM
127
ExodusPoint Capital Management
New York
| – | -$336K | -11,195 | Closed |
|
128
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$328K | -10,936 | Closed |
|
|
NWA
129
New World Advisors
Hingham,
Massachusetts
| – | -$229K | -9,190 | Closed |
|
130
Jane Street
New York
| – | -$217K | -7,251 | Closed |
|
|
FC
131
FORA Capital
Miami,
Florida
| – | -$62K | -2,069 | Closed |
|
|
PHK
132
Point72 Hong Kong
Hong Kong
| – | -$44K | -1,481 | Closed |
|
|
CCA
133
Childress Capital Advisors
Houston,
Texas
| – | -$10K | -326 | Closed |
|
BWIN Hedge Fund Activity: Q1 2021 in Review
113 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q1 2021, worth a combined $1.11B — down 7.4% from $1.2B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of BWIN and 6 opened new positions — a net loss of 18 holders — while 40 trimmed existing stakes and 53 added.
The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $27.7M. The largest seller was Driehaus Capital Management, cutting an estimated $14.9M.
- 113 institutional investors held Baldwin Insurance Group (BWIN) as of Q1 2021, down from 132 in Q4 2020.
- Funds reported $1.11B of Baldwin Insurance Group stock for Q1 2021, down 7.4% quarter-over-quarter.
- 6 funds opened new Baldwin Insurance Group positions in Q1 2021 and 24 closed out, a net change of -18 holders.
- The largest Baldwin Insurance Group buyer in Q1 2021 was Champlain Investment Partners, an estimated $27.7M added.
- The largest Baldwin Insurance Group seller in Q1 2021 was Driehaus Capital Management, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2021.