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BWIN

Baldwin Insurance Group

150 hedge funds and large institutions have $1.48B 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.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more capital invested

Capital invested by funds: $1.36B → $1.48B (+$122M)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 152150 (-2)

1.95% less ownership

Funds ownership: 95.38%93.42% (-2%)

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

Holders
150
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
16
Increased
48
Reduced
57
Closed
16
Calls
$787K
Puts
$2.69M
Net Calls
-$1.9M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$142M +$2.6M +91,360 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$141M +$5.26M +184,814 +4%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$139M +$150M +5,279,685 New
BAMCO Inc
4
BAMCO Inc
New York
$102M +$14.2K +500 +0%
BlackRock
5
BlackRock
New York
$98.2M +$1.92M +67,285 +2%
CIP
6
Champlain Investment Partners
Vermont
$90.4M -$540K -18,955 -0.5%
Invesco
7
Invesco
Georgia
$55.5M +$2.29M +80,508 +4%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$36.8M +$20M +700,912 +101%
ACB
9
Aristotle Capital Boston
Massachusetts
$36.6M -$3.62M -127,032 -8%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$36M +$7.8M +273,703 +25%
VM
11
Venator Management
Pennsylvania
$32.5M -$404K -14,200 -1%
EA
12
Emerald Advisers
Pennsylvania
$29.9M +$25.5K +894 +0.1%
State Street
13
State Street
Massachusetts
$29.1M +$1.59M +55,698 +5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$28.6M +$2.27M +79,614 +8%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$26.4M -$2.38M -83,561 -8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$23.9M +$142K +4,994 +0.6%
GPC
17
Guardian Point Capital
Virginia
$23.7M -$9.97M -350,000 -28%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$20.7M -$182K -6,392 -0.8%
N
19
Nuveen
North Carolina
$20.7M -$62.3K -2,188 -0.3%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$19.1M -$7.44M -261,054 -26%
CI Investments Inc
21
CI Investments Inc
Ontario, Canada
$18.3M +$4.83M +169,600 +32%
PCM
22
Peregrine Capital Management
Minnesota
$16.7M -$933K -32,767 -5%
DCM
23
Driehaus Capital Management
Illinois
$16.5M -$393K -13,795 -2%
DC
24
Davenport & Co
Virginia
$16.1M -$728K -25,550 -4%
Northern Trust
25
Northern Trust
Illinois
$14.2M +$258K +9,064 +2%

BWIN Hedge Fund Activity: Q3 2022 in Review

150 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q3 2022, worth a combined $1.48B — up 9% 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 Janus Henderson Group, adding an estimated $20M. 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 $1.48B of Baldwin Insurance Group stock for Q3 2022, up 9% 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 Janus Henderson Group, an estimated $20M 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.