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BWIN

Baldwin Insurance Group

137 hedge funds and large institutions have $1.74B invested in Baldwin Insurance Group in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

126% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $809K

84% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 31

55% more capital invested

Capital invested by funds: $1.12B → $1.74B (+$617M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more funds holding

Funds holding: 118137 (+19)

4.35% more ownership

Funds ownership: 90.19%94.54% (+4.3%)

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
29
Increased
57
Reduced
31
Closed
10
Calls
$1.83M
Puts
$809K
Net Calls
+$1.02M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$168M +$31.7M +1,011,966 +25%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$162M +$35.5M +1,132,217 +30%
BAMCO Inc
3
BAMCO Inc
New York
$129M +$3.76M +120,106 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$120M +$42.2M +1,348,284 +60%
BlackRock
5
BlackRock
New York
$99.2M -$964K -30,782 -1%
CIP
6
Champlain Investment Partners
Vermont
$80.3M +$13.8M +441,995 +22%
Invesco
7
Invesco
Georgia
$65M +$60.6M +1,934,628 +10,768%
Goldman Sachs
8
Goldman Sachs
New York
$47.6M +$12.6M +402,878 +39%
VM
9
Venator Management
Pennsylvania
$42.4M +$364K +11,625 +0.9%
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$41.7M -$568K -18,136 -1%
GPC
11
Guardian Point Capital
Virginia
$41.6M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$38.1M +$1.19M +37,869 +3%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$37.8M +$35.6M +1,136,635 New
EA
14
Emerald Advisers
Pennsylvania
$36.9M +$47K +1,501 +0.1%
ACB
15
Aristotle Capital Boston
Massachusetts
$34.7M +$1.77M +56,454 +6%
N
16
Nuveen
North Carolina
$33.1M -$6.63M -211,672 -18%
DCM
17
Driehaus Capital Management
Illinois
$32.8M +$15.1M +483,751 +96%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$30.3M -$2.97M -94,740 -9%
State Street
19
State Street
Massachusetts
$28.7M +$794K +25,369 +3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$27.9M +$1.07M +34,234 +4%
CIM
21
Confluence Investment Management
Missouri
$24.9M -$1.41M -45,041 -6%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$24M -$31.3K -1,000 -0.1%
PCM
23
Peregrine Capital Management
Minnesota
$19.3M -$2.45M -78,261 -12%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$18.1M -$413K -13,205 -2%
DC
25
Davenport & Co
Virginia
$18M -$3.78M -120,704 -18%

BWIN Hedge Fund Activity: Q3 2021 in Review

137 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q3 2021, worth a combined $1.74B — up 55% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BWIN positions and 10 closed out — a net gain of 19 holders — while 57 added to existing stakes and 31 trimmed.

The largest buyer was Invesco, adding an estimated $60.6M. The largest seller was Nuveen, cutting an estimated $6.63M.

  • 137 institutional investors held Baldwin Insurance Group (BWIN) as of Q3 2021, up from 118 in Q2 2021.
  • Funds reported $1.74B of Baldwin Insurance Group stock for Q3 2021, up 55% quarter-over-quarter.
  • 29 funds opened new Baldwin Insurance Group positions in Q3 2021 and 10 closed out, a net change of +19 holders.
  • The largest Baldwin Insurance Group buyer in Q3 2021 was Invesco, an estimated $60.6M added.
  • The largest Baldwin Insurance Group seller in Q3 2021 was Nuveen, an estimated $6.63M sold.

Based on aggregated 13F filings for Q3 2021.