Baldwin Insurance Group
BWIN
147 hedge funds and large institutions have $1.42B invested in Baldwin Insurance Group in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 16 closing their positions.
1,016% more call options, than puts
Call options by funds: $2.13M | Put options by funds: $191K
44% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 41
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
2% more funds holding
Funds holding: 144 → 147 (+3)
1% less capital invested
Capital invested by funds: $1.43B → $1.42B (-$17.4M)
1.09% less ownership
Funds ownership: 90.83% → 89.75% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$41.6M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$12.8M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$12.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.2M |
| 5 |
NC
NovaPoint Capital
Atlanta,
Georgia
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$56.2M |
| 2 |
BAMCO Inc
New York
|
-$13M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$12.1M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$7.86M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$7.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
151
Brookfield Corp
Toronto,
Ontario, Canada
| – | -$4.45M | -174,809 | Closed |
|
152
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| – | -$2.02M | -79,148 | Closed |
|
|
AIMCA
153
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| – | -$1.57M | -61,789 | Closed |
|
|
DTL
154
Dynamic Technology Lab
Singapore
| – | -$594K | -23,340 | Closed |
|
155
SG Americas Securities
New York
| – | -$555K | -21,811 | Closed |
|
|
LSA
156
Lion Street Advisors
Austin,
Texas
| – | -$284K | -11,150 | Closed |
|
|
EGM
157
Engineers Gate Manager
New York
| – | -$240K | -9,422 | Closed |
|
|
ASN
158
Advisory Services Network
Atlanta,
Georgia
| – | -$19.7K | -775 | Closed |
|
|
LSA
159
Leonteq Securities AG
Zurich,
Switzerland
| – | -$11.2K | -438 | Closed |
|
|
TWA
160
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3.56K | -140 | Closed |
|
|
PA
161
Parallel Advisors
San Francisco,
California
| – | -$1.73K | -68 | Closed |
|
|
BIA
162
Bell Investment Advisors
Oakland,
California
| – | -$535 | -21 | Closed |
|
BWIN Hedge Fund Activity: Q2 2023 in Review
147 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q2 2023, worth a combined $1.42B — down 1.2% from $1.43B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BWIN positions and 16 closed out — a net gain of 3 holders — while 59 added to existing stakes and 41 trimmed.
The largest buyer was Macquarie Group, adding an estimated $41.6M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $56.2M.
- 147 institutional investors held Baldwin Insurance Group (BWIN) as of Q2 2023, up from 144 in Q1 2023.
- Funds reported $1.42B of Baldwin Insurance Group stock for Q2 2023, down 1.2% quarter-over-quarter.
- 19 funds opened new Baldwin Insurance Group positions in Q2 2023 and 16 closed out, a net change of +3 holders.
- The largest Baldwin Insurance Group buyer in Q2 2023 was Macquarie Group, an estimated $41.6M added.
- The largest Baldwin Insurance Group seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $56.2M sold.
Based on aggregated 13F filings for Q2 2023.