Baldwin Insurance Group
BWIN
162 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, 56 increasing their positions, 53 reducing their positions, and 21 closing their positions.
669% more call options, than puts
Call options by funds: $907K | Put options by funds: $118K
52% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 21
6% more capital invested
Capital invested by funds: $1.38B → $1.46B (+$84.7M)
6% more funds holding
Funds holding: 153 → 162 (+9)
1.64% more ownership
Funds ownership: 92.95% → 94.59% (+1.6%)
6% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 53
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$27M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$26.9M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$22.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.8M |
| 5 |
Morgan Stanley
New York
|
+$8.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$43.3M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$18.9M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$16.6M |
| 4 |
VM
Venator Management
Pittsburgh,
Pennsylvania
|
-$9.09M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$7.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ICM
176
Intrepid Capital Management
Jacksonville Beach,
Florida
| – | -$16.3K | -700 | Closed |
|
177
Allspring Global Investments
Charlotte,
North Carolina
| – | -$9.69K | -417 | Closed |
|
178
Creative Planning
Overland Park,
Kansas
| – | -$3.02K | -130 | Closed |
|
|
MPWT
179
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$906 | -39 | Closed |
|
180
Russell Investments Group
London,
United Kingdom
| – | -$511 | -22 | Closed |
|
|
CFGS
181
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$361 | -17 | Closed |
|
|
C
182
Covestor
London,
United Kingdom
| – | -$21 | -1 | -17% |
|
BWIN Hedge Fund Activity: Q4 2023 in Review
162 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q4 2023, worth a combined $1.46B — up 6.1% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new BWIN positions and 21 closed out — a net gain of 11 holders — while 56 added to existing stakes and 53 trimmed.
The largest buyer was Westwood Holdings Group, adding an estimated $27M. The largest seller was Invesco, cutting an estimated $43.3M.
- 162 institutional investors held Baldwin Insurance Group (BWIN) as of Q4 2023, up from 153 in Q3 2023.
- Funds reported $1.46B of Baldwin Insurance Group stock for Q4 2023, up 6.1% quarter-over-quarter.
- 32 funds opened new Baldwin Insurance Group positions in Q4 2023 and 21 closed out, a net change of +11 holders.
- The largest Baldwin Insurance Group buyer in Q4 2023 was Westwood Holdings Group, an estimated $27M added.
- The largest Baldwin Insurance Group seller in Q4 2023 was Invesco, an estimated $43.3M sold.
Based on aggregated 13F filings for Q4 2023.