BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

143 hedge funds and large institutions have $1.43B invested in Baldwin Insurance Group in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-7
Holders Change %
-4.67%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
54
Reduced
44
Closed
22
Calls
$229K
Puts
$76K
Net Calls
+$153K
Net Calls Change
-$15K

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$37.8M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$24.8M
3
GIP
3
Granite Investment Partners
California
$16.9M
4
Northern Trust
4
Northern Trust
Illinois
$21.3M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$12.9M

Top Sellers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$102M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$0
4
GPC
4
Guardian Point Capital
Virginia
$5.09M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$616K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$19.7K -$13.7K -539 -41%
EWP
127
Elevation Wealth Partners
California
$17.1K +$17.1K +672 New
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$17K +$25 +1 +0.1%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$12.7K – – –
AP
130
Atwood & Palmer
Missouri
$11.2K +$2.8K +110 +33%
Citadel Advisors
131
Citadel Advisors
Florida
$4.38K -$1.23M -48,266 -100%
S
132
SignatureFD
Georgia
$3.67K -$1.2K -47 -25%
TWA
133
TCI Wealth Advisors
Arizona
$3.57K +$3.57K +140 New
PTC
134
Private Trust Company
Ohio
$3.36K -$6.42K -252 -66%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$2K -$459 -14 -19%
PA
136
Parallel Advisors
California
$1.73K +$1.07K +42 +162%
IA
137
IFP Advisors
Florida
$1.42K – – –
CFGS
138
Concourse Financial Group Securities
Alabama
$611 -$178 -7 -23%
BIA
139
Bell Investment Advisors
California
$535 +$535 +21 New
QCG
140
Quadrant Capital Group
Ohio
$484 – – –
GWS
141
Glassman Wealth Services
Virginia
$382 – – –
AF
142
Allworth Financial
California
$179 -$307 -12 -63%
Westfield Capital Management
143
Westfield Capital Management
Massachusetts
– -$21.9M -870,443 Closed
ClearBridge Investments
144
ClearBridge Investments
New York
– -$12M -478,752 Closed
D.E. Shaw & Co
145
D.E. Shaw & Co
New York
– -$1.93M -76,865 Closed
Balyasny Asset Management
146
Balyasny Asset Management
Illinois
– -$1.8M -71,757 Closed
RJA
147
Raymond James & Associates
Florida
– -$730K -29,044 Closed
QPWM
148
Quadrant Private Wealth Management
Pennsylvania
– -$706K -28,100 Closed
IWC
149
Integrated Wealth Concepts
Massachusetts
– -$575K -22,874 Closed
LPL Financial
150
LPL Financial
California
– -$557K -22,162 Closed
3 4 5
6
7