Baldwin Insurance Group
BWIN
152 hedge funds and large institutions have $1.36B invested in Baldwin Insurance Group in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 25 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 40
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 25
4.88% more ownership
Funds ownership: 90.5% → 95.38% (+4.9%)
2% more funds holding
Funds holding: 149 → 152 (+3)
4% less capital invested
Capital invested by funds: $1.42B → $1.36B (-$58.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$62.2M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$16.6M |
| 3 |
BlackRock
New York
|
+$11.9M |
| 4 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
+$11M |
| 5 |
Morgan Stanley
New York
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HF
HRT Financial
New York
|
-$14.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$9.86M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$7.69M |
| 4 |
N
Natixis
Paris,
France
|
-$7.55M |
| 5 |
Millennium Management
New York
|
-$6.75M |
BWIN Hedge Fund Activity: Q2 2022 in Review
152 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q2 2022, worth a combined $1.36B — down 4.1% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new BWIN positions and 25 closed out — a net gain of 6 holders — while 62 added to existing stakes and 40 trimmed.
The largest buyer was Vanguard Group, adding an estimated $62.2M. The largest seller was HRT Financial, exiting entirely with an estimated $14.5M sold.
- 152 institutional investors held Baldwin Insurance Group (BWIN) as of Q2 2022, up from 149 in Q1 2022.
- Funds reported $1.36B of Baldwin Insurance Group stock for Q2 2022, down 4.1% quarter-over-quarter.
- 31 funds opened new Baldwin Insurance Group positions in Q2 2022 and 25 closed out, a net change of +6 holders.
- The largest Baldwin Insurance Group buyer in Q2 2022 was Vanguard Group, an estimated $62.2M added.
- The largest Baldwin Insurance Group seller in Q2 2022 was HRT Financial, an estimated $14.5M sold.
Based on aggregated 13F filings for Q2 2022.