Baldwin Insurance Group
BWIN
152 hedge funds and large institutions have $1.9B invested in Baldwin Insurance Group in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 16 closing their positions.
106% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 16
13% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 46
11% more funds holding
Funds holding: 137 → 152 (+15)
9% more capital invested
Capital invested by funds: $1.74B → $1.9B (+$161M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.17% less ownership
Funds ownership: 94.54% → 92.37% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.7M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$10.1M |
| 3 |
BlackRock
New York
|
+$9.52M |
| 4 |
Rockefeller Capital Management
New York
|
+$5.37M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$4.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$16.1M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$10.3M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$9.89M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$8.66M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$5.05M |
BWIN Hedge Fund Activity: Q4 2021 in Review
152 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q4 2021, worth a combined $1.9B — up 9.3% from $1.74B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new BWIN positions and 16 closed out — a net gain of 17 holders — while 52 added to existing stakes and 46 trimmed.
The largest buyer was Vanguard Group, adding an estimated $49.7M. The largest seller was Goldman Sachs, cutting an estimated $16.1M.
- 152 institutional investors held Baldwin Insurance Group (BWIN) as of Q4 2021, up from 137 in Q3 2021.
- Funds reported $1.9B of Baldwin Insurance Group stock for Q4 2021, up 9.3% quarter-over-quarter.
- 33 funds opened new Baldwin Insurance Group positions in Q4 2021 and 16 closed out, a net change of +17 holders.
- The largest Baldwin Insurance Group buyer in Q4 2021 was Vanguard Group, an estimated $49.7M added.
- The largest Baldwin Insurance Group seller in Q4 2021 was Goldman Sachs, an estimated $16.1M sold.
Based on aggregated 13F filings for Q4 2021.