Baldwin Insurance Group
BWIN
99 hedge funds and large institutions have $717M invested in Baldwin Insurance Group in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 19 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more capital invested
Capital invested by funds: $555M → $717M (+$162M)
15% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 33
5% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 19
1% less funds holding
Funds holding: 100 → 99 (-1)
17.16% less ownership
Funds ownership: 102.14% → 84.98% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$16.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.58M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
+$7.62M |
| 4 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$4.62M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$4.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$48.1M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$20.2M |
| 3 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$14.7M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$6.27M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$6.01M |
BWIN Hedge Fund Activity: Q3 2020 in Review
99 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q3 2020, worth a combined $717M — up 29% from $555M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of BWIN and 18 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 38 added.
The largest buyer was BlackRock, adding an estimated $16.3M. The largest seller was JP Morgan Chase, cutting an estimated $48.1M.
- 99 institutional investors held Baldwin Insurance Group (BWIN) as of Q3 2020, down from 100 in Q2 2020.
- Funds reported $717M of Baldwin Insurance Group stock for Q3 2020, up 29% quarter-over-quarter.
- 18 funds opened new Baldwin Insurance Group positions in Q3 2020 and 19 closed out, a net change of -1 holder.
- The largest Baldwin Insurance Group buyer in Q3 2020 was BlackRock, an estimated $16.3M added.
- The largest Baldwin Insurance Group seller in Q3 2020 was JP Morgan Chase, an estimated $48.1M sold.
Based on aggregated 13F filings for Q3 2020.