Baldwin Insurance Group
BWIN
118 hedge funds and large institutions have $1.12B invested in Baldwin Insurance Group in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 17 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
4% more funds holding
Funds holding: 113 → 118 (+5)
1.12% more ownership
Funds ownership: 89.07% → 90.19% (+1.1%)
5% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 38
1% more capital invested
Capital invested by funds: $1.11B → $1.12B (+$7.15M)
98% less call options, than puts
Call options by funds: $7K | Put options by funds: $372K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$25.7M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$18.2M |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
+$17.9M |
| 4 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$11.8M |
| 5 |
OCA
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
+$4.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$15.2M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$13M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$7.96M |
| 4 |
CM
Castleark Management
Chicago,
Illinois
|
-$6.42M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$5.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Victory Capital Management
San Antonio,
Texas
| – | -$404K | -14,814 | Closed |
|
|
QC
127
Quadrature Capital
London,
United Kingdom
| – | -$338K | -12,406 | Closed |
|
128
Principal Financial Group
Des Moines,
Iowa
| – | -$247K | -9,053 | Closed |
|
129
Voloridge Investment Management
Jupiter,
Florida
| – | -$209K | -7,676 | Closed |
|
130
SG Americas Securities
New York
| – | -$195K | -7,158 | Closed |
|
131
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$43K | -1,463 | Closed |
|
|
BFEC
132
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$16K | -602 | Closed |
|
|
S
133
SignatureFD
Atlanta,
Georgia
| – | -$1K | -43 | Closed |
|
BWIN Hedge Fund Activity: Q2 2021 in Review
118 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q2 2021, worth a combined $1.12B — up 0.64% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new BWIN positions and 17 closed out — a net gain of 5 holders — while 40 added to existing stakes and 38 trimmed.
The largest buyer was Champlain Investment Partners, adding an estimated $25.7M. The largest seller was American Century Companies, cutting an estimated $15.2M.
- 118 institutional investors held Baldwin Insurance Group (BWIN) as of Q2 2021, up from 113 in Q1 2021.
- Funds reported $1.12B of Baldwin Insurance Group stock for Q2 2021, up 0.64% quarter-over-quarter.
- 22 funds opened new Baldwin Insurance Group positions in Q2 2021 and 17 closed out, a net change of +5 holders.
- The largest Baldwin Insurance Group buyer in Q2 2021 was Champlain Investment Partners, an estimated $25.7M added.
- The largest Baldwin Insurance Group seller in Q2 2021 was American Century Companies, an estimated $15.2M sold.
Based on aggregated 13F filings for Q2 2021.