Baldwin Insurance Group
BWIN
150 hedge funds and large institutions have $1.46B invested in Baldwin Insurance Group in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 16 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
8% more capital invested
Capital invested by funds: $1.36B → $1.46B (+$104M)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
1% less funds holding
Funds holding: 152 → 150 (-2)
3.11% less ownership
Funds ownership: 95.38% → 92.27% (-3.1%)
16% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 57
71% less call options, than puts
Call options by funds: $787K | Put options by funds: $2.69M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$13.4M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$7.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.26M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$4.83M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$138M |
| 2 |
Goldman Sachs
New York
|
-$10.9M |
| 3 |
GPC
Guardian Point Capital
Charlottesville,
Virginia
|
-$9.97M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$9.86M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$7.44M |
BWIN Hedge Fund Activity: Q3 2022 in Review
150 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q3 2022, worth a combined $1.46B — up 7.6% from $1.36B a quarter earlier.
Fund positioning in BWIN was balanced in Q3 2022: 16 funds opened new positions, 16 closed out, 48 added to existing stakes and 57 trimmed.
The largest buyer was American Century Companies, opening a new position worth an estimated $13.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $138M.
- 150 institutional investors held Baldwin Insurance Group (BWIN) as of Q3 2022, down from 152 in Q2 2022.
- Funds reported $1.46B of Baldwin Insurance Group stock for Q3 2022, up 7.6% quarter-over-quarter.
- 16 funds opened new Baldwin Insurance Group positions in Q3 2022 and 16 closed out, a net change of 0 holders.
- The largest Baldwin Insurance Group buyer in Q3 2022 was American Century Companies, an estimated $13.4M added.
- The largest Baldwin Insurance Group seller in Q3 2022 was T. Rowe Price Associates, an estimated $138M sold.
Based on aggregated 13F filings for Q3 2022.