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BWIN

Baldwin Insurance Group

151 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, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $223K | Put options by funds: $55K

22% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 50

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more funds holding

Funds holding: 150151 (+1)

2.99% less ownership

Funds ownership: 93.42%90.43% (-3%)

6% less capital invested

Capital invested by funds: $1.48B → $1.39B (-$95.2M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
151
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
14
Increased
61
Reduced
50
Closed
13
Calls
$223K
Puts
$55K
Net Calls
+$168K
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$145M +$11.9M +432,440 +8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$128M -$8.2M -297,564 -6%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$119M -$14.6M -528,728 -10%
BlackRock
4
BlackRock
New York
$98.8M +$5.63M +204,364 +5%
BAMCO Inc
5
BAMCO Inc
New York
$95M -$2.85M -103,596 -3%
CIP
6
Champlain Investment Partners
Vermont
$83.1M -$3.52M -127,725 -4%
Invesco
7
Invesco
Georgia
$51.7M -$1.32M -47,976 -2%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$37M +$2.94M +106,582 +8%
ACB
9
Aristotle Capital Boston
Massachusetts
$34M -$1M -36,473 -3%
VM
10
Venator Management
Pennsylvania
$30.7M -$377K -13,690 -1%
State Street
11
State Street
Massachusetts
$29.1M +$1.44M +52,178 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$28.8M +$1.72M +62,351 +6%
EA
13
Emerald Advisers
Pennsylvania
$28.1M -$538K -19,545 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$22.7M -$128K -4,648 -0.5%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.9M -$3.6M -130,700 -13%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$21.9M +$4.02M +145,772 +20%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$21.5M -$14.8M -538,772 -39%
N
18
Nuveen
North Carolina
$20.7M +$1.04M +37,750 +5%
CI Investments Inc
19
CI Investments Inc
Ontario, Canada
$19.1M +$1.74M +63,300 +9%
PCM
20
Peregrine Capital Management
Minnesota
$15.6M -$348K -12,645 -2%
Bank of America
21
Bank of America
North Carolina
$15.3M +$8.27M +300,277 +97%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$15.3M +$16.6M +601,010 +9,222%
GPC
23
Guardian Point Capital
Virginia
$14.5M -$8.95M -325,000 -36%
Northern Trust
24
Northern Trust
Illinois
$13.9M +$404K +14,654 +3%
HRCM
25
Hood River Capital Management
Florida
$13.5M +$14.8M +538,307 New

BWIN Hedge Fund Activity: Q4 2022 in Review

151 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q4 2022, worth a combined $1.39B — down 6.4% from $1.48B 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 50 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.

  • 151 institutional investors held Baldwin Insurance Group (BWIN) as of Q4 2022, up from 150 in Q3 2022.
  • Funds reported $1.39B of Baldwin Insurance Group stock for Q4 2022, down 6.4% 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.