Baldwin Insurance Group
BWIN
150 hedge funds and large institutions have $1.39B invested in Baldwin Insurance Group in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 13 closing their positions.
305% more call options, than puts
Call options by funds: $223K | Put options by funds: $55K
24% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 49
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
0% more funds holding
Funds holding: 150 → 150 (0)
2.39% less ownership
Funds ownership: 92.27% → 89.87% (-2.4%)
5% less capital invested
Capital invested by funds: $1.46B → $1.39B (-$76.9M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$16.6M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$14.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.27M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$6.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DC
Davenport & Co
Richmond,
Virginia
|
-$16.1M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$14.6M |
| 3 |
Rockefeller Capital Management
New York
|
-$13.4M |
| 4 |
GPC
Guardian Point Capital
Charlottesville,
Virginia
|
-$8.95M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.2M |
BWIN Hedge Fund Activity: Q4 2022 in Review
150 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q4 2022, worth a combined $1.39B — down 5.2% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BWIN positions and 13 closed out — a net gain of 1 holder — while 61 added to existing stakes and 49 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $16.6M. The largest seller was Davenport & Co, exiting entirely with an estimated $16.1M sold.
- 150 institutional investors held Baldwin Insurance Group (BWIN) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $1.39B of Baldwin Insurance Group stock for Q4 2022, down 5.2% quarter-over-quarter.
- 14 funds opened new Baldwin Insurance Group positions in Q4 2022 and 13 closed out, a net change of +1 holder.
- The largest Baldwin Insurance Group buyer in Q4 2022 was Royal Bank of Canada, an estimated $16.6M added.
- The largest Baldwin Insurance Group seller in Q4 2022 was Davenport & Co, an estimated $16.1M sold.
Based on aggregated 13F filings for Q4 2022.