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BWIN

Baldwin Insurance Group

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.

New
Increased
Maintained
Reduced
Closed

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: 34 (+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: 149152 (+3)

4% less capital invested

Capital invested by funds: $1.42B → $1.36B (-$58.4M)

Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
62
Reduced
40
Closed
25
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
-$5.17M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$128M -$3.27M -134,335 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$128M +$701K +28,834 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$125M +$62.2M +2,558,640 +98%
BAMCO Inc
4
BAMCO Inc
New York
$93.7M +$2.43M +100,000 +3%
BlackRock
5
BlackRock
New York
$88.3M +$11.9M +489,099 +15%
CIP
6
Champlain Investment Partners
Vermont
$83.3M +$6.32M +259,815 +8%
Invesco
7
Invesco
Georgia
$48.9M +$1.18M +48,584 +2%
ACB
8
Aristotle Capital Boston
Massachusetts
$36.6M +$5.34M +219,567 +17%
GPC
9
Guardian Point Capital
Virginia
$30.2M -$243K -10,000 -0.8%
VM
10
Venator Management
Pennsylvania
$30.1M -$357K -14,684 -1%
EA
11
Emerald Advisers
Pennsylvania
$27.4M -$1.19M -49,036 -4%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$26.4M -$135K -5,546 -0.5%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$26.2M
State Street
14
State Street
Massachusetts
$25.3M +$2.3M +94,765 +10%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$24.3M +$2.17M +89,450 +10%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$23.8M -$217K -8,919 -0.9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$21.8M -$484K -19,915 -2%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$19.1M -$1.67M -68,571 -8%
N
19
Nuveen
North Carolina
$19M +$1.13M +46,515 +6%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$18.5M +$10.3M +423,629 +124%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$16.8M +$16.6M +682,140 +5,757%
PCM
22
Peregrine Capital Management
Minnesota
$16.1M -$170K -6,974 -1%
DCM
23
Driehaus Capital Management
Illinois
$15.5M -$7.69M -316,322 -33%
DC
24
Davenport & Co
Virginia
$15.4M +$1.84M +75,600 +13%
CIM
25
Confluence Investment Management
Missouri
$13.5M -$842K -34,645 -6%

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.