Baldwin Insurance Group
BWIN
153 hedge funds and large institutions have $1.38B invested in Baldwin Insurance Group in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 9 closing their positions.
375% more call options, than puts
Call options by funds: $1.66M | Put options by funds: $350K
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
4% more funds holding
Funds holding: 147 → 153 (+6)
3.21% more ownership
Funds ownership: 89.75% → 92.95% (+3.2%)
9% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 53
3% less capital invested
Capital invested by funds: $1.42B → $1.38B (-$40.6M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$73.5M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$15.4M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$10.6M |
| 4 |
Bank of New York Mellon
New York
|
+$6.03M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$4.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$26.6M |
| 2 |
NC
NovaPoint Capital
Atlanta,
Georgia
|
-$9.89M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$6.48M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$6.35M |
| 5 |
Rockefeller Capital Management
New York
|
-$5.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
151
Huntington National Bank
Columbus,
Ohio
| $23 | +$25 | +1 | New |
|
|
FSC
152
Full Sail Capital
Oklahoma City,
Oklahoma
| – | -$1.12M | -45,257 | Closed |
|
153
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| – | -$846K | -34,147 | Closed |
|
|
QPWM
154
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| – | -$449K | -18,100 | Closed |
|
155
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$443K | -17,710 | Closed |
|
|
XT
156
XTX Topco
George Town,
Cayman Islands
| – | -$312K | -12,604 | Closed |
|
157
Man Group
London,
United Kingdom
| – | -$230K | -9,300 | Closed |
|
|
JF
158
Jump Financial
Chicago,
Illinois
| – | -$217K | -8,773 | Closed |
|
|
ACM
159
Aquatic Capital Management
Chicago,
Illinois
| – | -$94K | -3,800 | Closed |
|
|
HIA
160
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$44.2K | -1,784 | Closed |
|
|
BFEC
161
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$625 | -25 | -66% |
|
|
C
162
Covestor
London,
United Kingdom
| – | -$25 | -1 | -14% |
|
BWIN Hedge Fund Activity: Q3 2023 in Review
153 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q3 2023, worth a combined $1.38B — down 2.9% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BWIN positions and 9 closed out — a net gain of 6 holders — while 58 added to existing stakes and 53 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $73.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $26.6M.
- 153 institutional investors held Baldwin Insurance Group (BWIN) as of Q3 2023, up from 147 in Q2 2023.
- Funds reported $1.38B of Baldwin Insurance Group stock for Q3 2023, down 2.9% quarter-over-quarter.
- 15 funds opened new Baldwin Insurance Group positions in Q3 2023 and 9 closed out, a net change of +6 holders.
- The largest Baldwin Insurance Group buyer in Q3 2023 was Fidelity Investments, an estimated $73.5M added.
- The largest Baldwin Insurance Group seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $26.6M sold.
Based on aggregated 13F filings for Q3 2023.