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BWIN

Baldwin Insurance Group

152 hedge funds and large institutions have $1.36B invested in Baldwin Insurance Group in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 40

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

4.88% more ownership

Funds ownership: 90.5%95.38% (+4.9%)

2% more funds holding

Funds holding: 149152 (+3)

4% less capital invested

Capital invested by funds: $1.42B → $1.36B (-$58.4M)

Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
62
Reduced
40
Closed
25
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
-$5.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
151
Balyasny Asset Management
Illinois
-$6.68M -249,082 Closed
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
-$5.72M -213,302 Closed
Calamos Advisors
153
Calamos Advisors
Illinois
-$5.11M -190,319 Closed
RA
154
Royce & Associates
New York
-$4.86M -181,300 Closed
Jane Street
155
Jane Street
New York
-$4.5M -167,843 Closed
Russell Investments Group
156
Russell Investments Group
United Kingdom
-$3.73M -139,090 Closed
Fiera Capital (Canada)
157
Fiera Capital (Canada)
Quebec, Canada
-$3.23M -120,469 Closed
E
158
Ergoteles
New York
-$1.88M -70,134 Closed
Two Sigma Investments
159
Two Sigma Investments
New York
-$1.72M -64,008 Closed
ECM
160
ExodusPoint Capital Management
New York
-$1.56M -58,036 Closed
ACH
161
ArrowMark Colorado Holdings
Colorado
-$861K -32,098 Closed
EGM
162
Engineers Gate Manager
New York
-$808K -30,104 Closed
SSA
163
Schonfeld Strategic Advisors
New York
-$563K -21,000 Closed
GCM
164
Graham Capital Management
Connecticut
-$541K -20,170 Closed
BCM
165
Bayesian Capital Management
New York
-$351K -13,100 Closed
GCP
166
GSA Capital Partners
United Kingdom
-$329K -12,244 Closed
OAM
167
Oberweis Asset Management
Illinois
-$252K -9,400 Closed
ProShare Advisors
168
ProShare Advisors
Maryland
-$239K -8,891 Closed
BCI
169
Brinker Capital Investments
Pennsylvania
-$237K -8,827 Closed
RJA
170
Raymond James & Associates
Florida
-$228K -8,504 Closed
M&T Bank
171
M&T Bank
New York
-$223K -8,283 Closed
OQS
172
Occudo Quantitative Strategies
Florida
-$210K -7,837 Closed
PP
173
Paloma Partners
Connecticut
-$202K -7,517 Closed
C
174
Covestor
United Kingdom
-$49 -2 -18%
LC
175
Lindbrook Capital
California
+$219 +9 New

BWIN Hedge Fund Activity: Q2 2022 in Review

152 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q2 2022, worth a combined $1.36B — down 4.1% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BWIN positions and 25 closed out — a net gain of 6 holders — while 62 added to existing stakes and 40 trimmed.

The largest buyer was Vanguard Group, adding an estimated $62.2M. The largest seller was HRT Financial, exiting entirely with an estimated $14.5M sold.

  • 152 institutional investors held Baldwin Insurance Group (BWIN) as of Q2 2022, up from 149 in Q1 2022.
  • Funds reported $1.36B of Baldwin Insurance Group stock for Q2 2022, down 4.1% quarter-over-quarter.
  • 31 funds opened new Baldwin Insurance Group positions in Q2 2022 and 25 closed out, a net change of +6 holders.
  • The largest Baldwin Insurance Group buyer in Q2 2022 was Vanguard Group, an estimated $62.2M added.
  • The largest Baldwin Insurance Group seller in Q2 2022 was HRT Financial, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2022.