BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

143 hedge funds and large institutions have $1.43B invested in Baldwin Insurance Group in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 22 closing their positions.

Holders
143
Holders Change
-7
Holders Change %
-4.67%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
54
Reduced
44
Closed
22
Calls
$229K
Puts
$76K
Net Calls
+$153K
Net Calls Change
-$15K

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$37.8M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$24.8M
3
GIP
3
Granite Investment Partners
California
$16.9M
4
Northern Trust
4
Northern Trust
Illinois
$21.3M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$12.9M

Top Sellers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$102M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$0
4
GPC
4
Guardian Point Capital
Virginia
$5.09M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$616K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$149M 5,857,894 +73,146 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$133M 5,221,940 +124,832 +2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$102M 4,024,218 -726,739 -15%
BlackRock
4
BlackRock
New York
$101M 3,958,962 +29,081 +0.7%
BAMCO Inc
5
BAMCO Inc
New York
$93.2M 3,661,625 -116,001 -3%
CIP
6
Champlain Investment Partners
Vermont
$88.3M 3,469,060 +164,760 +5%
Invesco
7
Invesco
Georgia
$52.9M 2,077,900 +21,307 +1%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$41.9M 1,645,039 +172,987 +12%
WHG
9
Westwood Holdings Group
Texas
$37.8M 1,486,029 +1,054,147 +244%
ACB
10
Aristotle Capital Boston
Massachusetts
$36.1M 1,418,669 +66,886 +5%
State Street
11
State Street
Massachusetts
$31.3M 1,228,866 +72,708 +6%
VM
12
Venator Management
Pennsylvania
$30.9M 1,214,326 -5,225 -0.4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$30.6M 1,203,009 +55,488 +5%
EA
14
Emerald Advisers
Pennsylvania
$26.1M 1,026,490 -90,519 -8%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$24.8M 975,466 +676,337 +226%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$24M 942,948 +40,227 +4%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$21.8M 857,085 +957 +0.1%
Northern Trust
18
Northern Trust
Illinois
$21.3M 837,896 +284,897 +52%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.9M 821,090 -51,338 -6%
HRCM
20
Hood River Capital Management
Florida
$19.8M 777,189 +238,882 +44%
CI Investments Inc
21
CI Investments Inc
Ontario, Canada
$18.6M 730,930 -27,100 -4%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$17.1M 671,801 -149,798 -18%
GIP
23
Granite Investment Partners
California
$16.9M 665,632 +665,632 New
PCM
24
Peregrine Capital Management
Minnesota
$16M 627,557 +6,677 +1%
Bank of America
25
Bank of America
North Carolina
$15M 591,000 -17,662 -3%
1
2 3 4 5