Baldwin Insurance Group
BWIN
183 hedge funds and large institutions have $2.29B invested in Baldwin Insurance Group in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 46 reducing their positions, and 26 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
59% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 46
54% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 26
25% more capital invested
Capital invested by funds: $1.83B → $2.29B (+$460M)
7% more funds holding
Funds holding: 171 → 183 (+12)
0.05% less ownership
Funds ownership: 97.56% → 97.5% (-0.05%)
35% less call options, than puts
Call options by funds: $3.9M | Put options by funds: $6.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$22.7M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$21.2M |
| 3 |
State Street
Boston,
Massachusetts
|
+$12.5M |
| 4 |
BlackRock
New York
|
+$10.6M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$29.7M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$16M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$10.3M |
| 4 |
Millennium Management
New York
|
-$9.23M |
| 5 |
Bank of New York Mellon
New York
|
-$6.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QT
201
Quantbot Technologies
New York
| – | -$19.8K | -685 | Closed |
|
|
NC
202
nVerses Capital
Wellington,
Florida
| – | -$14.5K | -500 | Closed |
|
|
WT
203
Whittier Trust
South Pasadena,
California
| – | -$11.3K | -392 | Closed |
|
204
Group One Trading
Chicago,
Illinois
| – | -$6.37K | -206 | Closed |
|
|
CSS
205
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$2.46K | -85 | Closed |
|
|
RFG
206
RFP Financial Group
Atlanta,
Georgia
| – | -$2.29K | -79 | Closed |
|
|
A
207
AlphaQuest
New York
| – | -$1.3K | -45 | Closed |
|
|
AWM
208
Avior Wealth Management
Omaha,
Nebraska
| – | -$347 | -12 | Closed |
|
BWIN Hedge Fund Activity: Q2 2024 in Review
183 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q2 2024, worth a combined $2.29B — up 25% from $1.83B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new BWIN positions and 26 closed out — a net gain of 14 holders — while 73 added to existing stakes and 46 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $22.7M. The largest seller was Boston Partners, cutting an estimated $29.7M.
- 183 institutional investors held Baldwin Insurance Group (BWIN) as of Q2 2024, up from 171 in Q1 2024.
- Funds reported $2.29B of Baldwin Insurance Group stock for Q2 2024, up 25% quarter-over-quarter.
- 40 funds opened new Baldwin Insurance Group positions in Q2 2024 and 26 closed out, a net change of +14 holders.
- The largest Baldwin Insurance Group buyer in Q2 2024 was T. Rowe Price Associates, an estimated $22.7M added.
- The largest Baldwin Insurance Group seller in Q2 2024 was Boston Partners, an estimated $29.7M sold.
Based on aggregated 13F filings for Q2 2024.