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BWIN

Baldwin Insurance Group

152 hedge funds and large institutions have $1.89B invested in Baldwin Insurance Group in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

11% more funds holding

Funds holding: 137152 (+15)

9% more capital invested

Capital invested by funds: $1.74B → $1.89B (+$150M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.17% less ownership

Funds ownership: 94.54%92.37% (-2.2%)

Holders
152
Holders Change
+15
Holders Change %
+10.95%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
33
Increased
52
Reduced
46
Closed
16
Calls
$873K
Puts
Net Calls
+$873K
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
151
Virginia Retirement Systems
Virginia
$292 +$299K +8,100 New
PFMOSF
152
Philadelphia Financial Management of San Francisco
California
-$10.3M -309,163 Closed
HF
153
HRT Financial
New York
-$3.83M -115,078 Closed
Alyeska Investment Group
154
Alyeska Investment Group
Illinois
-$3.33M -100,000 Closed
Renaissance Technologies
155
Renaissance Technologies
New York
-$3.09M -92,900 Closed
EI
156
EAM Investors
California
-$1.78M -53,452 Closed
MIM
157
Monashee Investment Management
Massachusetts
-$1.67M -50,000 Closed
CCM
158
CAAS Capital Management
New York
-$1.65M -49,588 Closed
DKCM
159
Davidson Kempner Capital Management
New York
-$1.26M -37,768 Closed
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
-$395K -11,865 Closed
MF
161
Magnetar Financial
Illinois
-$366K -11,000 Closed
ECM
162
ExodusPoint Capital Management
New York
-$342K -10,272 Closed
PI
163
PEAK6 Investments
Illinois
-$285K -8,555 Closed
ASN
164
Advisory Services Network
Georgia
-$212K -6,359 Closed
OSAM
165
O'Shaughnessy Asset Management
Connecticut
-$71K -2,124 Closed
GRP
166
Global Retirement Partners
California
-$37K -1,123 Closed
Simplex Trading
167
Simplex Trading
Illinois
-$15.8K -427 Closed
PA
168
Parallel Advisors
California
-$4.66K -126 -92%

BWIN Hedge Fund Activity: Q4 2021 in Review

152 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q4 2021, worth a combined $1.89B — up 8.6% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BWIN positions and 16 closed out — a net gain of 17 holders — while 52 added to existing stakes and 46 trimmed.

The largest buyer was Vanguard Group, adding an estimated $49.7M. The largest seller was Goldman Sachs, cutting an estimated $16.1M.

  • 152 institutional investors held Baldwin Insurance Group (BWIN) as of Q4 2021, up from 137 in Q3 2021.
  • Funds reported $1.89B of Baldwin Insurance Group stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 33 funds opened new Baldwin Insurance Group positions in Q4 2021 and 16 closed out, a net change of +17 holders.
  • The largest Baldwin Insurance Group buyer in Q4 2021 was Vanguard Group, an estimated $49.7M added.
  • The largest Baldwin Insurance Group seller in Q4 2021 was Goldman Sachs, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2021.