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BWIN

Baldwin Insurance Group

118 hedge funds and large institutions have $1.12B invested in Baldwin Insurance Group in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

4% more funds holding

Funds holding: 113118 (+5)

1.12% more ownership

Funds ownership: 89.07%90.19% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

1% more capital invested

Capital invested by funds: $1.11B → $1.12B (+$7.15M)

98% less call options, than puts

Call options by funds: $7K | Put options by funds: $372K

Holders
118
Holders Change
+5
Holders Change %
+4.42%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
40
Reduced
38
Closed
17
Calls
$7K
Puts
$372K
Net Calls
-$365K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$107M -$2.69M -99,149 -2%
BAMCO Inc
2
BAMCO Inc
New York
$100M
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$99.6M +$18.2M +669,997 +22%
BlackRock
4
BlackRock
New York
$80.3M +$243K +8,976 +0.3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$60.3M +$445K +16,393 +0.7%
CIP
6
Champlain Investment Partners
Vermont
$52.5M +$25.7M +949,445 +93%
EMFAT
7
Emerald Mutual Fund Advisers Trust
Pennsylvania
$33.8M -$1.41M -52,004 -4%
VM
8
Venator Management
Pennsylvania
$33.6M +$3.43M +126,440 +11%
GPC
9
Guardian Point Capital
Virginia
$33.3M
N
10
Nuveen
North Carolina
$32.1M -$13M -478,107 -28%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$29.5M -$547K -20,157 -2%
EA
12
Emerald Advisers
Pennsylvania
$29.5M -$3.72M -137,283 -11%
Goldman Sachs
13
Goldman Sachs
New York
$27.4M -$5.23M -192,723 -16%
Westfield Capital Management
14
Westfield Capital Management
Massachusetts
$26.8M +$3.71M +136,847 +16%
ACB
15
Aristotle Capital Boston
Massachusetts
$26.3M +$344K +12,667 +1%
State Street
16
State Street
Massachusetts
$22.3M +$2.47M +91,074 +12%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$21.4M +$1.66M +61,149 +8%
CIM
18
Confluence Investment Management
Missouri
$21.1M -$364K -13,408 -2%
CI Investments Inc
19
CI Investments Inc
Ontario, Canada
$19.2M -$782K -28,844 -4%
DC
20
Davenport & Co
Virginia
$17.6M +$17.9M +661,800 New
PCM
21
Peregrine Capital Management
Minnesota
$17.5M +$1.89M +69,611 +12%
ClearBridge Investments
22
ClearBridge Investments
New York
$15.5M -$164K -6,037 -1%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$14.9M +$1.47M +54,286 +11%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$14.5M
DCM
25
Driehaus Capital Management
Illinois
$13.4M -$221K -8,151 -2%

BWIN Hedge Fund Activity: Q2 2021 in Review

118 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q2 2021, worth a combined $1.12B — up 0.64% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BWIN positions and 17 closed out — a net gain of 5 holders — while 40 added to existing stakes and 38 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $25.7M. The largest seller was American Century Companies, cutting an estimated $15.2M.

  • 118 institutional investors held Baldwin Insurance Group (BWIN) as of Q2 2021, up from 113 in Q1 2021.
  • Funds reported $1.12B of Baldwin Insurance Group stock for Q2 2021, up 0.64% quarter-over-quarter.
  • 22 funds opened new Baldwin Insurance Group positions in Q2 2021 and 17 closed out, a net change of +5 holders.
  • The largest Baldwin Insurance Group buyer in Q2 2021 was Champlain Investment Partners, an estimated $25.7M added.
  • The largest Baldwin Insurance Group seller in Q2 2021 was American Century Companies, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2021.