BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

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.

Holders
118
Holders Change
+5
Holders Change %
+4.42%
% of All Funds
2.06%
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

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$52.5M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$99.6M
3
DC
3
Davenport & Co
Virginia
$17.6M
4
KCM
4
Kornitzer Capital Management
Kansas
$11.6M
5
OCA
5
Otter Creek Advisors
Florida
$4.52M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$9.59M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$32.1M
3
EAM
3
Eagle Asset Management
Florida
$0
4
CM
4
Castleark Management
Illinois
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$107M 4,022,656 -99,149 -2%
BAMCO Inc
2
BAMCO Inc
New York
$100M 3,768,007 – –
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$99.6M 3,738,782 +669,997 +22%
BlackRock
4
BlackRock
New York
$80.3M 3,011,449 +8,976 +0.3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$60.3M 2,261,321 +16,393 +0.7%
CIP
6
Champlain Investment Partners
Vermont
$52.5M 1,969,905 +949,445 +93%
EMFAT
7
Emerald Mutual Fund Advisers Trust
Pennsylvania
$33.8M 1,269,292 -52,004 -4%
VM
8
Venator Management
Pennsylvania
$33.6M 1,262,345 +126,440 +11%
GPC
9
Guardian Point Capital
Virginia
$33.3M 1,250,000 – –
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$32.1M 1,204,632 -478,107 -28%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$29.5M 1,108,092 -20,157 -2%
EA
12
Emerald Advisers
Pennsylvania
$29.5M 1,106,468 -137,283 -11%
Goldman Sachs
13
Goldman Sachs
New York
$27.4M 1,026,635 -192,723 -16%
Westfield Capital Management
14
Westfield Capital Management
Massachusetts
$26.8M 1,005,283 +136,847 +16%
ACB
15
Aristotle Capital Boston
Massachusetts
$26.3M 986,797 +12,667 +1%
State Street
16
State Street
Massachusetts
$22.3M 837,140 +91,074 +12%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$21.4M 803,775 +61,149 +8%
CIM
18
Confluence Investment Management
Missouri
$21.1M 792,531 -13,408 -2%
CI Investments Inc
19
CI Investments Inc
Ontario, Canada
$19.2M 721,030 -28,844 -4%
DC
20
Davenport & Co
Virginia
$17.6M 661,800 +661,800 New
PCM
21
Peregrine Capital Management
Minnesota
$17.5M 658,404 +69,611 +12%
ClearBridge Investments
22
ClearBridge Investments
New York
$15.5M 581,460 -6,037 -1%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$14.9M 557,455 +54,286 +11%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$14.5M 545,600 – –
DCM
25
Driehaus Capital Management
Illinois
$13.4M 501,663 -8,151 -2%
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