Baldwin Insurance Group
BWIN
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, 32 reducing their positions, and 10 closing their positions.
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
78% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 32
55% more capital invested
Capital invested by funds: $1.12B → $1.74B (+$616M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16% more funds holding
Funds holding: 118 → 137 (+19)
4.32% more ownership
Funds ownership: 90.22% → 94.54% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$60.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$42.2M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$35.6M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$35.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$6.63M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$5.99M |
| 3 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$4.61M |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
-$3.78M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$2.97M |
BWIN Hedge Fund Activity: Q3 2021 in Review
137 of the 5,728 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 32 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.