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BWIN

Baldwin Insurance Group

152 hedge funds and large institutions have $1.89B 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.

New
Increased
Maintained
Reduced
Closed

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: 137152 (+15)

9% more capital invested

Capital invested by funds: $1.74B → $1.89B (+$150M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.17% less ownership

Funds ownership: 94.54%92.37% (-2.2%)

Holders
152
Holders Change
+15
Holders Change %
+10.95%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
33
Increased
52
Reduced
46
Closed
16
Calls
$873K
Puts
Net Calls
+$873K
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$185M +$3.09M +83,587 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$179M +$49.7M +1,345,414 +37%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$174M -$1.87M -50,564 -1%
BAMCO Inc
4
BAMCO Inc
New York
$138M -$2M -54,036 -1%
BlackRock
5
BlackRock
New York
$117M +$9.52M +257,680 +9%
CIP
6
Champlain Investment Partners
Vermont
$97M +$10.1M +273,630 +11%
Invesco
7
Invesco
Georgia
$71.8M +$1.3M +35,081 +2%
VM
8
Venator Management
Pennsylvania
$45.4M -$627K -16,975 -1%
GPC
9
Guardian Point Capital
Virginia
$45.1M
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$43.2M -$1.99M -53,910 -4%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$40.4M -$680K -18,390 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$39.2M -$2.19M -59,173 -5%
DCM
13
Driehaus Capital Management
Illinois
$39.1M +$3.61M +97,603 +10%
EA
14
Emerald Advisers
Pennsylvania
$38.7M -$1.38M -37,303 -3%
ACB
15
Aristotle Capital Boston
Massachusetts
$36.8M -$915K -24,763 -2%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$36.7M +$3.93M +106,345 +12%
Goldman Sachs
17
Goldman Sachs
New York
$35.9M -$16.1M -435,709 -30%
State Street
18
State Street
Massachusetts
$33M +$1.86M +50,229 +6%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$31.8M +$1.57M +42,511 +5%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$24.9M +$5.37M +145,346 +27%
N
21
Nuveen
North Carolina
$24.6M -$9.89M -267,748 -27%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$24.4M -$1.62M -43,900 -6%
CIM
23
Confluence Investment Management
Missouri
$22.1M -$5.05M -136,645 -18%
PCM
24
Peregrine Capital Management
Minnesota
$21.5M +$575K +15,565 +3%
DC
25
Davenport & Co
Virginia
$19.4M -$168K -4,558 -0.8%

BWIN Hedge Fund Activity: Q4 2021 in Review

152 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q4 2021, worth a combined $1.89B — up 8.6% 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 $1.89B of Baldwin Insurance Group stock for Q4 2021, up 8.6% 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.