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BWIN

Baldwin Insurance Group

153 hedge funds and large institutions have $1.38B invested in Baldwin Insurance Group in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $350K

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

4% more funds holding

Funds holding: 147153 (+6)

3.21% more ownership

Funds ownership: 89.75%92.95% (+3.2%)

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

3% less capital invested

Capital invested by funds: $1.42B → $1.38B (-$40.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
58
Reduced
53
Closed
9
Calls
$1.66M
Puts
$350K
Net Calls
+$1.31M
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$202M +$73.5M +2,938,558 +51%
Vanguard Group
2
Vanguard Group
Pennsylvania
$139M +$1.85M +73,762 +1%
BlackRock
3
BlackRock
New York
$98.2M +$291K +11,652 +0.3%
CIP
4
Champlain Investment Partners
Vermont
$86.9M +$10.6M +422,340 +13%
BAMCO Inc
5
BAMCO Inc
New York
$72.2M -$50K -2,000 -0.1%
Macquarie Group
6
Macquarie Group
Australia
$57.6M +$15.4M +614,659 +33%
Invesco
7
Invesco
Georgia
$49.1M +$1.35M +53,895 +3%
WHG
8
Westwood Holdings Group
Texas
$40.5M -$6.48M -258,877 -13%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$36.7M -$1.23M -49,333 -3%
ACB
10
Aristotle Capital Boston
Massachusetts
$35.1M +$1.42M +56,926 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$30.2M +$1.27M +50,808 +4%
State Street
12
State Street
Massachusetts
$28.9M +$71K +2,840 +0.2%
VM
13
Venator Management
Pennsylvania
$28.2M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$26.3M +$6.03M +241,051 +27%
HRCM
15
Hood River Capital Management
Florida
$24.3M +$4.84M +193,310 +23%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$23.5M -$68.2K -2,725 -0.3%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$22.3M -$2.09M -83,414 -8%
EA
18
Emerald Advisers
Pennsylvania
$21.7M -$5.53K -221 -0%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$20.3M -$5.14M -205,553 -19%
Northern Trust
20
Northern Trust
Illinois
$19.6M +$304K +12,145 +1%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$19.2M +$4.08M +163,030 +25%
N
22
Nuveen
North Carolina
$19.1M -$48.6K -1,941 -0.2%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.6M -$175K -7,000 -0.9%
GIP
24
Granite Investment Partners
California
$15.6M +$174K +6,966 +1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$15.3M -$38.6K -1,542 -0.2%

BWIN Hedge Fund Activity: Q3 2023 in Review

153 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q3 2023, worth a combined $1.38B — down 2.9% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BWIN positions and 9 closed out — a net gain of 6 holders — while 58 added to existing stakes and 53 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $73.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $26.6M.

  • 153 institutional investors held Baldwin Insurance Group (BWIN) as of Q3 2023, up from 147 in Q2 2023.
  • Funds reported $1.38B of Baldwin Insurance Group stock for Q3 2023, down 2.9% quarter-over-quarter.
  • 15 funds opened new Baldwin Insurance Group positions in Q3 2023 and 9 closed out, a net change of +6 holders.
  • The largest Baldwin Insurance Group buyer in Q3 2023 was Fidelity Investments, an estimated $73.5M added.
  • The largest Baldwin Insurance Group seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $26.6M sold.

Based on aggregated 13F filings for Q3 2023.