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BWIN

Baldwin Insurance Group

149 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.

New
Increased
Maintained
Reduced
Closed

64,950% more call options, than puts

Call options by funds: $5.2M | Put options by funds: $8K

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

1.88% less ownership

Funds ownership: 92.37%90.5% (-1.9%)

2% less funds holding

Funds holding: 152149 (-3)

25% less capital invested

Capital invested by funds: $1.89B → $1.42B (-$466M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
149
Holders Change
-3
Holders Change %
-1.97%
% of All Funds
2.35%
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
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$146M +$18.1M +629,228 +13%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$142M +$4.5M +156,269 +3%
BAMCO Inc
3
BAMCO Inc
New York
$101M -$1.54M -53,355 -1%
CIP
4
Champlain Investment Partners
Vermont
$85.6M +$14.6M +505,635 +19%
BlackRock
5
BlackRock
New York
$85M -$1.99M -69,214 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$70M -$67.6M -2,346,165 -47%
Invesco
7
Invesco
Georgia
$53M -$351K -12,199 -0.6%
ACB
8
Aristotle Capital Boston
Massachusetts
$34.8M +$7.99M +277,233 +27%
VM
9
Venator Management
Pennsylvania
$33.9M +$148K +5,130 +0.4%
GPC
10
Guardian Point Capital
Virginia
$33.8M +$288K +10,000 +0.8%
EA
11
Emerald Advisers
Pennsylvania
$31.8M +$3.29M +114,030 +11%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$29.4M -$603K -20,932 -2%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$29.2M -$3.18M -110,557 -9%
Westfield Capital Management
14
Westfield Capital Management
Massachusetts
$26.7M -$641K -22,244 -2%
DCM
15
Driehaus Capital Management
Illinois
$25.7M -$3.63M -126,067 -12%
State Street
16
State Street
Massachusetts
$25.6M +$1.17M +40,779 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$24.7M -$4.74M -164,498 -15%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$24.6M +$1.03M +35,586 +4%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$23.1M +$4.95M +171,985 +25%
Goldman Sachs
20
Goldman Sachs
New York
$21.6M -$5.46M -189,410 -19%
N
21
Nuveen
North Carolina
$20.1M +$412K +14,310 +2%
PCM
22
Peregrine Capital Management
Minnesota
$18.1M +$2.23M +77,558 +13%
CIM
23
Confluence Investment Management
Missouri
$15.9M -$490K -16,994 -3%
CI Investments Inc
24
CI Investments Inc
Ontario, Canada
$15.5M -$2.88M -100,000 -15%
DC
25
Davenport & Co
Virginia
$15.1M +$714K +24,786 +5%

BWIN Hedge Fund Activity: Q1 2022 in Review

149 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q1 2022, worth a combined $1.42B — down 25% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of BWIN and 21 opened new positions — a net loss of 2 holders — while 45 trimmed existing stakes and 60 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $18.1M. The largest seller was Vanguard Group, cutting an estimated $67.6M.

  • 149 institutional investors held Baldwin Insurance Group (BWIN) as of Q1 2022, down from 152 in Q4 2021.
  • Funds reported $1.42B of Baldwin Insurance Group stock for Q1 2022, down 25% quarter-over-quarter.
  • 21 funds opened new Baldwin Insurance Group positions in Q1 2022 and 23 closed out, a net change of -2 holders.
  • The largest Baldwin Insurance Group buyer in Q1 2022 was T. Rowe Price Associates, an estimated $18.1M added.
  • The largest Baldwin Insurance Group seller in Q1 2022 was Vanguard Group, an estimated $67.6M sold.

Based on aggregated 13F filings for Q1 2022.