BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

113 hedge funds and large institutions have $1.11B invested in Baldwin Insurance Group in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 24 closing their positions.

Holders
113
Holders Change
-19
Holders Change %
-14.39%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
6
Increased
53
Reduced
40
Closed
24
Calls
$621K
Puts
$629K
Net Calls
-$8K
Net Calls Change
-$8K

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$27.8M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$83.6M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$13.7M
4
VM
4
Venator Management
Pennsylvania
$31M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$20.4M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$13.9M
2
Millennium Management
2
Millennium Management
New York
$7.27M
3
BPIM
3
Brant Point Investment Management
New York
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
BC
5
Brookfield Corp
Ontario, Canada
$515K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$112M 4,121,805 +166,624 +4%
BAMCO Inc
2
BAMCO Inc
New York
$103M 3,768,007 +177,728 +5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$83.6M 3,068,785 +658,208 +27%
BlackRock
4
BlackRock
New York
$81.8M 3,002,473 +125,756 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$61.2M 2,244,928 +56,525 +3%
Nuveen Asset Management
6
Nuveen Asset Management
Illinois
$45.9M 1,682,739 +21,258 +1%
EMFAT
7
Emerald Mutual Fund Advisers Trust
Pennsylvania
$36M 1,321,296 +6,000 +0.5%
GPC
8
Guardian Point Capital
Virginia
$34.1M 1,250,000 +20,000 +2%
EA
9
Emerald Advisers
Pennsylvania
$33.9M 1,243,751 -155,982 -11%
Goldman Sachs
10
Goldman Sachs
New York
$33.2M 1,219,358 -28,246 -2%
VM
11
Venator Management
Pennsylvania
$31M 1,135,905 +359,990 +46%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$30.7M 1,128,249 -38,136 -3%
CIP
13
Champlain Investment Partners
Vermont
$27.8M 1,020,460 +1,020,460 New
ACB
14
Aristotle Capital Boston
Massachusetts
$26.5M 974,130 -28,084 -3%
American Century Companies
15
American Century Companies
Missouri
$25.1M 920,958 +252,646 +38%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$23.7M 868,436 +181,343 +26%
CIM
17
Confluence Investment Management
Missouri
$22M 805,939 -7,832 -1%
CI Investments Inc
18
CI Investments Inc
Ontario, Canada
$20.4M 749,874 +298,853 +66%
State Street
19
State Street
Massachusetts
$20.3M 746,066 +27,197 +4%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$20.2M 742,626 +114,496 +18%
PCM
21
Peregrine Capital Management
Minnesota
$16M 588,793 +62,228 +12%
ClearBridge Investments
22
ClearBridge Investments
New York
$16M 587,497 -26,653 -4%
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$14.9M 545,600 +9,700 +2%
DCM
24
Driehaus Capital Management
Illinois
$13.9M 509,814 -546,905 -52%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$13.7M 503,169 +483,137 +2,412%
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