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BWIN

Baldwin Insurance Group

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.

New
Increased
Maintained
Reduced
Closed

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: 33 (0)

5% less funds holding

Funds holding: 151144 (-7)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
144
Holders Change
-7
Holders Change %
-4.64%
% 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
45
Closed
22
Calls
$229K
Puts
$76K
Net Calls
+$153K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$149M +$2.03M +73,146 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$133M +$3.47M +124,832 +2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$102M -$20.2M -726,739 -15%
BlackRock
4
BlackRock
New York
$101M +$808K +29,081 +0.7%
BAMCO Inc
5
BAMCO Inc
New York
$93.2M -$3.22M -116,001 -3%
CIP
6
Champlain Investment Partners
Vermont
$88.3M +$4.58M +164,760 +5%
Invesco
7
Invesco
Georgia
$52.9M +$592K +21,307 +1%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$41.9M +$4.8M +172,987 +12%
WHG
9
Westwood Holdings Group
Texas
$37.8M +$29.3M +1,054,147 +244%
ACB
10
Aristotle Capital Boston
Massachusetts
$36.1M +$1.86M +66,886 +5%
State Street
11
State Street
Massachusetts
$31.3M +$2.02M +72,708 +6%
VM
12
Venator Management
Pennsylvania
$30.9M -$145K -5,225 -0.4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$30.6M +$1.54M +55,488 +5%
EA
14
Emerald Advisers
Pennsylvania
$26.1M -$2.51M -90,519 -8%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$24.8M +$18.8M +676,337 +226%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$24M +$1.12M +40,227 +4%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$21.8M +$26.6K +957 +0.1%
Northern Trust
18
Northern Trust
Illinois
$21.3M +$7.91M +284,897 +52%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.9M -$1.43M -51,338 -6%
HRCM
20
Hood River Capital Management
Florida
$19.8M +$6.63M +238,882 +44%
CI Investments Inc
21
CI Investments Inc
Ontario, Canada
$18.6M -$753K -27,100 -4%
N
22
Nuveen
North Carolina
$17.1M -$4.16M -149,798 -18%
GIP
23
Granite Investment Partners
California
$16.9M +$18.5M +665,632 New
PCM
24
Peregrine Capital Management
Minnesota
$16M +$185K +6,677 +1%
Bank of America
25
Bank of America
North Carolina
$15M -$491K -17,662 -3%

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.