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BWIN

Baldwin Insurance Group

132 hedge funds and large institutions have $1.2B invested in Baldwin Insurance Group in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 56 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 9

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

133% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 24

68% more capital invested

Capital invested by funds: $716M → $1.2B (+$485M)

33% more funds holding

Funds holding: 99132 (+33)

7.14% more ownership

Funds ownership: 84.98%92.12% (+7.1%)

Holders
132
Holders Change
+33
Holders Change %
+33.33%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
43
Increased
56
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$119M +$26.1M +903,848 +30%
BAMCO Inc
2
BAMCO Inc
New York
$108M +$13.5M +465,272 +15%
BlackRock
3
BlackRock
New York
$86.2M +$20.6M +711,004 +33%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$72.2M +$16M +551,726 +30%
Vanguard Group
5
Vanguard Group
Pennsylvania
$65.6M +$17.1M +592,034 +37%
N
6
Nuveen
North Carolina
$49.8M -$5.78M -199,687 -11%
EA
7
Emerald Advisers
Pennsylvania
$42M +$5.11M +176,659 +14%
EMFAT
8
Emerald Mutual Fund Advisers Trust
Pennsylvania
$39.4M +$4.39M +151,821 +13%
Goldman Sachs
9
Goldman Sachs
New York
$37.4M +$8.84M +305,434 +32%
GPC
10
Guardian Point Capital
Virginia
$36.9M +$19.7M +680,000 +124%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$35M +$13.2M +456,692 +64%
DCM
12
Driehaus Capital Management
Illinois
$31.7M +$4.35M +150,247 +17%
ACB
13
Aristotle Capital Boston
Massachusetts
$30M -$1.87M -64,789 -6%
CIM
14
Confluence Investment Management
Missouri
$24.4M +$15.1M +522,704 +180%
VM
15
Venator Management
Pennsylvania
$23.3M +$22.4M +775,915 New
State Street
16
State Street
Massachusetts
$21.5M +$6.17M +213,115 +42%
Westfield Capital Management
17
Westfield Capital Management
Massachusetts
$20.6M +$8.89M +307,281 +81%
Millennium Management
18
Millennium Management
New York
$20M +$18.1M +624,199 +1,395%
American Century Companies
19
American Century Companies
Missouri
$20M +$3.05M +105,531 +19%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$18.8M +$4.33M +149,556 +31%
ClearBridge Investments
21
ClearBridge Investments
New York
$18.4M -$1.57M -54,308 -8%
CIM
22
Chiron Investment Management
New York
$18M +$17.4M +600,000 New
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$16.1M -$1.85M -64,100 -11%
PCM
24
Peregrine Capital Management
Minnesota
$15.8M -$1.39M -47,876 -8%
Northern Trust
25
Northern Trust
Illinois
$14.7M +$2.66M +91,820 +23%

BWIN Hedge Fund Activity: Q4 2020 in Review

132 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q4 2020, worth a combined $1.2B — up 68% from $716M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BWIN positions and 9 closed out — a net gain of 34 holders — while 56 added to existing stakes and 24 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $26.1M. The largest seller was Nuveen, cutting an estimated $5.78M.

  • 132 institutional investors held Baldwin Insurance Group (BWIN) as of Q4 2020, up from 99 in Q3 2020.
  • Funds reported $1.2B of Baldwin Insurance Group stock for Q4 2020, up 68% quarter-over-quarter.
  • 43 funds opened new Baldwin Insurance Group positions in Q4 2020 and 9 closed out, a net change of +34 holders.
  • The largest Baldwin Insurance Group buyer in Q4 2020 was Fidelity Investments, an estimated $26.1M added.
  • The largest Baldwin Insurance Group seller in Q4 2020 was Nuveen, an estimated $5.78M sold.

Based on aggregated 13F filings for Q4 2020.