BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

170 hedge funds and large institutions have $1.83B invested in Baldwin Insurance Group in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
51
Reduced
63
Closed
22
Calls
$541K
Puts
$90K
Net Calls
+$451K
Net Calls Change
-$338K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$84.7M
2
DCM
2
Driehaus Capital Management
Illinois
$17.5M
3
CIP
3
Champlain Investment Partners
Vermont
$116M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$10.3M
5
Millennium Management
5
Millennium Management
New York
$10.9M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$5.77M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.96M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$669K
4
WHG
4
Westwood Holdings Group
Texas
$79.2M
5
UE
5
Unisphere Establishment
Liechtenstein
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
126
Canada Life
Manitoba, Canada
$161K – – –
CA
127
Continuum Advisory
Idaho
$147K +$147K +4,900 New
EC
128
EntryPoint Capital
New York
$139K +$139K +4,817 New
CWA
129
Core Wealth Advisors
Florida
$130K +$130K +4,509 New
Comerica Bank
130
Comerica Bank
Texas
$123K +$7.18K +248 +6%
SG Americas Securities
131
SG Americas Securities
New York
$104K -$30.5K -1,053 -23%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$92.3K -$12.8K -442 -12%
S
133
SignatureFD
Georgia
$60.8K +$57.9K +2,000 +1,961%
AB
134
Amalgamated Bank
New York
$60K -$194K -6,712 -76%
TWC
135
TD Waterhouse Canada
Ontario, Canada
$43.6K -$13.5K -350 -24%
PFBT
136
Parkside Financial Bank & Trust
Missouri
$35.5K +$5.96K +206 +20%
FHA
137
First Horizon Advisors
Tennessee
$31.1K – – –
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$24.6K +$289 +10 +1%
QT
139
Quantbot Technologies
New York
$19.8K +$19.8K +685 New
EWP
140
Elevation Wealth Partners
California
$19.4K – – –
AP
141
Atwood & Palmer
Missouri
$18.2K – – –
UB
142
UMB Bank
Missouri
$14.8K -$1.24K -43 -8%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$14.5K – – –
NC
144
nVerses Capital
Florida
$14.5K +$14.5K +500 New
EBA
145
Eagle Bay Advisors
New York
$12.7K -$1.16K -40 -8%
WT
146
Whittier Trust
California
$11.3K +$11.3K +392 New
PS
147
Principal Securities
Iowa
$10.5K -$3.68K -127 -26%
Osaic Holdings
148
Osaic Holdings
Arizona
$9.41K -$123K -4,256 -93%
SPIA
149
Steward Partners Investment Advisory
New York
$9.38K +$9.38K +324 New
Group One Trading
150
Group One Trading
Illinois
$5.96K +$5.96K +206 New
4 5
6
7 8