BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

152 hedge funds and large institutions have $1.38B invested in Baldwin Insurance Group in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
58
Reduced
53
Closed
9
Calls
$1.66M
Puts
$350K
Net Calls
+$1.31M
Net Calls Change
-$627K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$202M
2
Macquarie Group
2
Macquarie Group
Australia
$57.6M
3
CIP
3
Champlain Investment Partners
Vermont
$86.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$26.3M
5
HRCM
5
Hood River Capital Management
Florida
$24.3M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$13.7M
2
NC
2
NovaPoint Capital
Georgia
$1.17M
3
WHG
3
Westwood Holdings Group
Texas
$40.5M
4
CIM
4
Confluence Investment Management
Missouri
$3.41M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$33.5K +$14.2K +610 +73%
UB
127
UMB Bank
Missouri
$27.3K +$1.91K +82 +8%
FHA
128
First Horizon Advisors
Tennessee
$25K +$4.95K +213 +25%
ICM
129
Intrepid Capital Management
Florida
$16.3K – – –
EWP
130
Elevation Wealth Partners
California
$15.6K – – –
AP
131
Atwood & Palmer
Missouri
$14.6K – – –
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$11.6K – – –
QCG
133
Quadrant Capital Group
Ohio
$10.2K +$7.25K +312 +250%
Allspring Global Investments
134
Allspring Global Investments
North Carolina
$9.69K -$44.3K -1,909 -82%
S
135
SignatureFD
Georgia
$4.81K -$4.14K -178 -46%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$4K -$8.9K -425 -69%
GA
137
GoalVest Advisory
New York
$3.95K +$1.46K +63 +59%
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.74K +$3.74K +161 New
Citigroup
139
Citigroup
New York
$3.35K -$442K -19,031 -99%
PTC
140
Private Trust Company
Ohio
$3.07K – – –
Creative Planning
141
Creative Planning
Kansas
$3.02K +$3.02K +130 New
PA
142
Parallel Advisors
California
$2.81K +$2.81K +121 New
IA
143
IFP Advisors
Florida
$2.02K – – –
LC
144
Lindbrook Capital
California
$1.46K +$1.16K +50 +385%
GWS
145
Glassman Wealth Services
Virginia
$952 – – –
MPWT
146
MassMutual Private Wealth & Trust
Connecticut
$906 – – –
Russell Investments Group
147
Russell Investments Group
United Kingdom
$511 -$81.1K -3,492 -99%
CFGS
148
Concourse Financial Group Securities
Alabama
$394 -$162 -7 -29%
AF
149
Allworth Financial
California
$372 -$46.5K -2,000 -99%
HNB
150
Huntington National Bank
Ohio
$23 +$23 +1 New
3 4 5
6
7