BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

151 hedge funds and large institutions have $1.36B invested in Baldwin Insurance Group in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
2.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
62
Reduced
39
Closed
25
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
-$5.17M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$125M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$16.8M
3
BlackRock
3
BlackRock
New York
$88.3M
4
TCM
4
Tributary Capital Management
Nebraska
$10.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$13M

Top Sellers

1
HF
1
HRT Financial
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.08M
3
DCM
3
Driehaus Capital Management
Illinois
$15.5M
4
N
4
Natixis
France
$0
5
Millennium Management
5
Millennium Management
New York
$2.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
126
UBS Group
Switzerland
$49K -$63.1K -2,589 -56%
ACM
127
Aquatic Capital Management
Illinois
$48K +$48K +2,000 New
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$42K – – –
UB
129
UMB Bank
Missouri
$29K +$29K +1,207 New
FHA
130
First Horizon Advisors
Tennessee
$25K +$25K +1,043 New
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$24K -$28K -1,180 -54%
Group One Trading
132
Group One Trading
Illinois
$16K -$17K -722 -52%
PTC
133
Private Trust Company
Ohio
$13K +$13K +528 New
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
CWM
135
Castle Wealth Management
Florida
$12K +$12K +500 New
VVP
136
Venture Visionary Partners
Ohio
$9.66K +$9.66K +400 New
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.25K – – –
AP
138
Atwood & Palmer
Missouri
$7K – – –
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +225 New
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$3K +$346 +15 +13%
GRP
141
Global Retirement Partners
California
$2K – – –
PCG
142
Private Capital Group
Connecticut
$2K +$2K +64 New
CA
143
Crewe Advisors
Utah
$2K +$2K +99 New
Simplex Trading
144
Simplex Trading
Illinois
$1K -$176K -11,946 -99%
IA
145
IFP Advisors
Florida
$1K – – –
PA
146
Parallel Advisors
California
$1K +$577 +15 +136%
AF
147
Allworth Financial
California
$1K +$1K +27 New
HF
148
HRT Financial
New York
– -$14.5M -540,208 Closed
N
149
Natixis
France
– -$7.55M -281,300 Closed
Balyasny Asset Management
150
Balyasny Asset Management
Illinois
– -$6.68M -249,082 Closed
3 4 5
6
7