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BWIN

Baldwin Insurance Group

65 hedge funds and large institutions have $267M invested in Baldwin Insurance Group in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

88.05% more ownership

Funds ownership: 0%88.05% (+88%)

Holders
65
Holders Change
+65
Holders Change %
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
65
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$41.6M +$41.3M +2,589,130 New
N
2
Nuveen
North Carolina
$38.6M +$38.3M +2,403,591 New
BlackRock
3
BlackRock
New York
$18M +$17.9M +1,119,820 New
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.7M +$14.6M +917,203 New
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$14.4M +$14.4M +899,787 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$13.7M +$13.6M +855,633 New
EA
7
Emerald Advisers
Pennsylvania
$12.9M +$12.9M +806,628 New
American Century Companies
8
American Century Companies
Missouri
$11.1M +$11M +689,292 New
State of Wisconsin Investment Board
9
State of Wisconsin Investment Board
Wisconsin
$9.63M +$9.57M +600,000 New
DCM
10
Driehaus Capital Management
Illinois
$9.07M +$9.01M +565,075 New
Goldman Sachs
11
Goldman Sachs
New York
$8.98M +$8.92M +559,528 New
PCM
12
Peregrine Capital Management
Minnesota
$8.36M +$8.31M +521,048 New
NSGL
13
No Street GP LP
California
$8.03M +$7.98M +500,000 New
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$7.21M +$7.17M +449,296 New
Fidelity Investments
15
Fidelity Investments
Massachusetts
$4.54M +$4.51M +282,649 New
SSA
16
Schonfeld Strategic Advisors
New York
$4.38M +$4.36M +273,236 New
KCM
17
Kennedy Capital Management
Missouri
$4.11M +$4.08M +255,937 New
WHG
18
Westwood Holdings Group
Texas
$3.67M +$3.64M +228,416 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$3.67M +$3.64M +228,395 New
Bank of America
20
Bank of America
North Carolina
$3.22M +$3.2M +200,803 New
Northern Trust
21
Northern Trust
Illinois
$2.98M +$2.97M +185,940 New
State Street
22
State Street
Massachusetts
$2.48M +$2.46M +154,497 New
MRA
23
Mountain Road Advisors
New York
$2.36M +$2.35M +147,200 New
Charles Schwab
24
Charles Schwab
California
$1.72M +$1.71M +107,207 New
MS
25
Maven Securities
Jersey
$1.55M +$1.56M +97,904 New

BWIN Hedge Fund Activity: Q4 2019 in Review

65 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q4 2019, worth a combined $267M.

Buyers outnumbered sellers: 65 funds opened new BWIN positions and 0 closed out — a net gain of 65 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was BAMCO Inc, opening a new position worth an estimated $41.3M.

  • 65 institutional investors held Baldwin Insurance Group (BWIN) as of Q4 2019, up from 0 in Q3 2019.
  • Funds reported $267M of Baldwin Insurance Group stock for Q4 2019.
  • 65 funds opened new Baldwin Insurance Group positions in Q4 2019 and 0 closed out, a net change of +65 holders.
  • The largest Baldwin Insurance Group buyer in Q4 2019 was BAMCO Inc, an estimated $41.3M added.

Based on aggregated 13F filings for Q4 2019.