Baldwin Insurance Group
BWIN
144 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, 45 reducing their positions, and 22 closing their positions.
201% more call options, than puts
Call options by funds: $229K | Put options by funds: $76K
20% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 45
3% more capital invested
Capital invested by funds: $1.39B → $1.43B (+$47M)
0.4% more ownership
Funds ownership: 90.43% → 90.83% (+0.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less funds holding
Funds holding: 151 → 144 (-7)
27% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$29.3M |
| 2 |
Rockefeller Capital Management
New York
|
+$18.8M |
| 3 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$18.5M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$7.91M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$7.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
-$21.9M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$20.2M |
| 3 |
ClearBridge Investments
New York
|
-$12M |
| 4 |
GPC
Guardian Point Capital
Charlottesville,
Virginia
|
-$10.4M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$5.76M |
BWIN Hedge Fund Activity: Q1 2023 in Review
144 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q1 2023, worth a combined $1.43B — up 3.4% from $1.39B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of BWIN and 16 opened new positions — a net loss of 6 holders — while 45 trimmed existing stakes and 54 added.
The largest buyer was Westwood Holdings Group, adding an estimated $29.3M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $21.9M sold.
- 144 institutional investors held Baldwin Insurance Group (BWIN) as of Q1 2023, down from 151 in Q4 2022.
- Funds reported $1.43B of Baldwin Insurance Group stock for Q1 2023, up 3.4% quarter-over-quarter.
- 16 funds opened new Baldwin Insurance Group positions in Q1 2023 and 22 closed out, a net change of -6 holders.
- The largest Baldwin Insurance Group buyer in Q1 2023 was Westwood Holdings Group, an estimated $29.3M added.
- The largest Baldwin Insurance Group seller in Q1 2023 was Westfield Capital Management, an estimated $21.9M sold.
Based on aggregated 13F filings for Q1 2023.