BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

149 hedge funds and large institutions have $1.48B invested in Baldwin Insurance Group in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
16
Increased
48
Reduced
56
Closed
16
Calls
$787K
Puts
$2.69M
Net Calls
-$1.9M
Net Calls Change
-$1.93M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$36.8M
2
American Century Companies
2
American Century Companies
Missouri
$12.4M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$36M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$141M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$18.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$12.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$4M
3
GPC
3
Guardian Point Capital
Virginia
$23.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$11M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$64K -$70.9K -2,699 -53%
Allspring Global Investments
127
Allspring Global Investments
North Carolina
$55K +$55K +2,113 New
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$30K +$1.25K +44 +4%
UB
129
UMB Bank
Missouri
$29K -$3.05K -115 -10%
FHA
130
First Horizon Advisors
Tennessee
$27K – – –
PTC
131
Private Trust Company
Ohio
$13K -$538 -21 -4%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$13K – – –
CWM
133
Castle Wealth Management
Florida
$13K – – –
AP
134
Atwood & Palmer
Missouri
$9K +$818 +30 +10%
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.91K – – –
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
S
137
SignatureFD
Georgia
$4K +$4K +150 New
CA
138
Crewe Advisors
Utah
$3K – – –
QCG
139
Quadrant Capital Group
Ohio
$3K +$2.54K +106 +558%
GRP
140
Global Retirement Partners
California
$2K – – –
AF
141
Allworth Financial
California
$1K -$421 -8 -30%
IA
142
IFP Advisors
Florida
$1K – – –
PA
143
Parallel Advisors
California
$1K – – –
CFGS
144
Concourse Financial Group Securities
Alabama
$1K +$1K +30 New
LC
145
Lindbrook Capital
California
$1K +$769 +30 +333%
BTI
146
Blue Trust Inc
Georgia
$1K +$1K +48 New
ACM
147
Absolute Capital Management
Pennsylvania
$473 +$473 +18 New
IM
148
Islet Management
New York
– -$4.72M -195,272 Closed
Marshall Wace
149
Marshall Wace
United Kingdom
– -$2.81M -116,505 Closed
CAM
150
ClariVest Asset Management
California
– -$1.47M -60,842 Closed
3 4 5
6
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