BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

148 hedge funds and large institutions have $1.42B invested in Baldwin Insurance Group in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 23 closing their positions.

Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
60
Reduced
45
Closed
23
Calls
$5.2M
Puts
$8K
Net Calls
+$5.2M
Net Calls Change
+$4.32M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$146M
2
HF
2
HRT Financial
New York
$14.5M
3
CIP
3
Champlain Investment Partners
Vermont
$85.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$12.1M
5
N
5
Natixis
France
$7.55M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$70M
2
American Century Companies
2
American Century Companies
Missouri
$0
3
AII
3
AGF Investments Inc
Ontario, Canada
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$21.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$24.7M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$146M 5,449,663 +629,228 +13%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$142M 5,274,478 +156,269 +3%
BAMCO Inc
3
BAMCO Inc
New York
$101M 3,780,722 -53,355 -1%
CIP
4
Champlain Investment Partners
Vermont
$85.6M 3,191,165 +505,635 +19%
BlackRock
5
BlackRock
New York
$85M 3,169,133 -69,214 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$70M 2,608,854 -2,346,165 -47%
Invesco
7
Invesco
Georgia
$53M 1,975,477 -12,199 -0.6%
ACB
8
Aristotle Capital Boston
Massachusetts
$34.8M 1,295,721 +277,233 +27%
VM
9
Venator Management
Pennsylvania
$33.9M 1,262,125 +5,130 +0.4%
GPC
10
Guardian Point Capital
Virginia
$33.8M 1,260,000 +10,000 +0.8%
EA
11
Emerald Advisers
Pennsylvania
$31.8M 1,184,696 +114,030 +11%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$29.4M 1,097,313 -20,932 -2%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$29.2M 1,086,689 -110,557 -9%
Westfield Capital Management
14
Westfield Capital Management
Massachusetts
$26.7M 994,644 -22,244 -2%
DCM
15
Driehaus Capital Management
Illinois
$25.7M 956,950 -126,067 -12%
State Street
16
State Street
Massachusetts
$25.6M 953,517 +40,779 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$24.7M 922,290 -164,498 -15%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$24.6M 916,106 +35,586 +4%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$23.1M 861,581 +171,985 +25%
Goldman Sachs
20
Goldman Sachs
New York
$21.6M 804,394 -189,410 -19%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$20.1M 739,522 +14,310 +2%
PCM
22
Peregrine Capital Management
Minnesota
$18.1M 673,266 +77,558 +13%
CIM
23
Confluence Investment Management
Missouri
$15.9M 593,851 -16,994 -3%
CI Investments Inc
24
CI Investments Inc
Ontario, Canada
$15.5M 576,130 -100,000 -15%
DC
25
Davenport & Co
Virginia
$15.1M 561,324 +24,786 +5%
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