BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

170 hedge funds and large institutions have $1.83B invested in Baldwin Insurance Group in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
51
Reduced
63
Closed
22
Calls
$541K
Puts
$90K
Net Calls
+$451K
Net Calls Change
-$338K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$84.7M
2
DCM
2
Driehaus Capital Management
Illinois
$17.5M
3
CIP
3
Champlain Investment Partners
Vermont
$116M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$10.3M
5
Millennium Management
5
Millennium Management
New York
$10.9M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$5.77M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.96M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$669K
4
WHG
4
Westwood Holdings Group
Texas
$79.2M
5
UE
5
Unisphere Establishment
Liechtenstein
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.24K +$579 +20 +12%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
PTC
153
Private Trust Company
Ohio
$4.43K – – –
QCG
154
Quadrant Capital Group
Ohio
$4.31K – – –
GI
155
GAMMA Investing
California
$3.39K +$666 +23 +24%
IA
156
IFP Advisors
Florida
$2.52K -$2.52K -87 -50%
CSS
157
Cubist Systematic Strategies
Connecticut
$2.46K -$127K -4,371 -98%
LC
158
Lindbrook Capital
California
$2.34K +$2K +69 +575%
RFG
159
RFP Financial Group
Georgia
$2.29K – – –
FFC
160
First Financial Corp
Indiana
$2.17K +$2.17K +75 New
PA
161
Parallel Advisors
California
$2.14K – – –
TRCT
162
Tower Research Capital (TRC)
New York
$1.62K -$455K -15,729 -100%
A
163
AlphaQuest
New York
$1.3K -$14.8K -510 -92%
CFGS
164
Concourse Financial Group Securities
Alabama
$983 +$983 +34 New
AF
165
Allworth Financial
California
$464 – – –
RAM
166
Riggs Asset Management
Pennsylvania
$406 +$406 +14 New
AWM
167
Avior Wealth Management
Nebraska
$347 +$347 +12 New
RIL
168
Rothschild Investment LLC
Illinois
$145 +$145 +5 New
HNB
169
Huntington National Bank
Ohio
$29 – – –
UE
170
Unisphere Establishment
Liechtenstein
– -$7.71M -321,000 Closed
HRCM
171
Hood River Capital Management
Florida
– -$6.32M -263,254 Closed
LNWTC
172
Laird Norton Wetherby Trust Company
Washington
– -$2.47M -102,972 Closed
LP
173
LMR Partners
United Kingdom
– -$1.34M -55,951 Closed
Squarepoint
174
Squarepoint
New York
– -$888K -36,988 Closed
American Century Companies
175
American Century Companies
Missouri
– -$884K -36,823 Closed
4 5 6
7
8