BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

161 hedge funds and large institutions have $1.46B invested in Baldwin Insurance Group in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
55
Reduced
53
Closed
21
Calls
$907K
Puts
$118K
Net Calls
+$789K
Net Calls Change
-$524K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$30.6M
2
WHG
2
Westwood Holdings Group
Texas
$72.4M
3
Macquarie Group
3
Macquarie Group
Australia
$85.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$231M
5
Morgan Stanley
5
Morgan Stanley
New York
$14.2M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.75M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$1.68M
3
HRCM
3
Hood River Capital Management
Florida
$6.32M
4
VM
4
Venator Management
Pennsylvania
$18.8M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
151
GAMMA Investing
California
$2.11K +$2.11K +94 New
BTI
152
Blue Trust Inc
Georgia
$2K +$2K +77 New
RFG
153
RFP Financial Group
Georgia
$1.9K +$1.9K +79 New
PA
154
Parallel Advisors
California
$1.78K -$1.13K -47 -39%
AT
155
Arlington Trust
Alabama
$1.27K +$1.27K +53 New
GA
156
GoalVest Advisory
New York
$528 -$3.55K -148 -87%
AF
157
Allworth Financial
California
$385 – – –
GWS
158
Glassman Wealth Services
Virginia
$360 -$624 -26 -63%
LC
159
Lindbrook Capital
California
$288 -$1.22K -51 -81%
HNB
160
Huntington National Bank
Ohio
$24 – – –
CI Investments Inc
161
CI Investments Inc
Ontario, Canada
– -$5.97M -257,030 Closed
Renaissance Technologies
162
Renaissance Technologies
New York
– -$2.79M -119,894 Closed
AWM
163
Apollon Wealth Management
South Carolina
– -$1.21M -52,204 Closed
NC
164
NovaPoint Capital
Georgia
– -$1.17M -50,534 Closed
GGHC
165
Gilder Gagnon Howe & Co
New York
– -$1.08M -46,400 Closed
WMSA
166
Weiss Multi-Strategy Advisers
New York
– -$910K -39,192 Closed
WG
167
Winton Group
United Kingdom
– -$862K -37,098 Closed
ECM
168
ExodusPoint Capital Management
New York
– -$376K -16,197 Closed
OQS
169
Occudo Quantitative Strategies
Florida
– -$293K -12,600 Closed
Truist Financial
170
Truist Financial
North Carolina
– -$272K -11,705 Closed
HF
171
HRT Financial
New York
– -$236K -10,184 Closed
Verition Fund Management
172
Verition Fund Management
Connecticut
– -$222K -9,550 Closed
Franklin Resources
173
Franklin Resources
California
– -$221K -9,499 Closed
QT
174
Quantbot Technologies
New York
– -$64K -2,756 Closed
ICM
175
Intrepid Capital Management
Florida
– -$16.3K -700 Closed
4 5 6
7
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