BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

62 hedge funds and large institutions have $179M invested in Baldwin Insurance Group in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 15 closing their positions.

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
27
Reduced
16
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$10.8M
2
BAMCO Inc
2
BAMCO Inc
New York
$34.4M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$4.33M
4
EAM
4
Eagle Asset Management
Florida
$2.98M
5
CIM
5
Confluence Investment Management
Missouri
$2.52M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$19.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$0
4
SSA
4
Schonfeld Strategic Advisors
New York
$0
5
NSGL
5
No Street GP LP
California
$3.68M
Name Market Value Shares Shares
Change 		Shares
Change %
BAMCO Inc
1
BAMCO Inc
New York
$34.4M 3,256,370 +667,240 +26%
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$19.9M 1,889,973 -513,618 -21%
BlackRock
3
BlackRock
New York
$12M 1,133,316 +13,496 +1%
WHG
4
Westwood Holdings Group
Texas
$10.8M 1,027,784 +799,368 +350%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.18M 869,902 +14,269 +2%
EA
6
Emerald Advisers
Pennsylvania
$8.53M 808,288 +1,660 +0.2%
EMFAT
7
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.49M 804,247 -112,956 -12%
PFMOSF
8
Philadelphia Financial Management of San Francisco
California
$8.08M 765,865 -133,922 -15%
American Century Companies
9
American Century Companies
Missouri
$8M 757,971 +68,679 +10%
State of Wisconsin Investment Board
10
State of Wisconsin Investment Board
Wisconsin
$6.33M 600,000 – –
DCM
11
Driehaus Capital Management
Illinois
$6.14M 581,544 +16,469 +3%
Goldman Sachs
12
Goldman Sachs
New York
$5.64M 534,989 -24,539 -4%
PCM
13
Peregrine Capital Management
Minnesota
$5.52M 522,735 +1,687 +0.3%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$4.33M 410,188 +410,188 New
NSGL
15
No Street GP LP
California
$3.68M 348,789 -151,211 -30%
State Street
16
State Street
Massachusetts
$3M 284,705 +130,208 +84%
EAM
17
Eagle Asset Management
Florida
$2.98M 282,286 +282,286 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.81M 266,818 +38,423 +17%
CIM
19
Confluence Investment Management
Missouri
$2.52M 238,896 +238,896 New
Northern Trust
20
Northern Trust
Illinois
$2.36M 223,860 +37,920 +20%
KCM
21
Kennedy Capital Management
Missouri
$1.97M 186,556 -69,381 -27%
Bank of America
22
Bank of America
North Carolina
$1.44M 136,383 -64,420 -32%
MRA
23
Mountain Road Advisors
New York
$1.38M 130,372 -16,828 -11%
Charles Schwab
24
Charles Schwab
California
$1.21M 114,483 +7,276 +7%
Ohio Public Employees Retirement System (OPERS)
25
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.06M 100,710 +79,710 +380%
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