Baldwin Insurance Group
BWIN
171 hedge funds and large institutions have $1.83B invested in Baldwin Insurance Group in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 22 closing their positions.
501% more call options, than puts
Call options by funds: $541K | Put options by funds: $90K
41% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 22
25% more capital invested
Capital invested by funds: $1.46B → $1.83B (+$366M)
6% more funds holding
Funds holding: 162 → 171 (+9)
2.96% more ownership
Funds ownership: 94.59% → 97.56% (+3%)
19% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 63
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$71.4M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$15.9M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$12.1M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$7.54M |
| 5 |
Millennium Management
New York
|
+$5.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$13.8M |
| 2 |
Morgan Stanley
New York
|
-$10.1M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$9.56M |
| 4 |
UE
Unisphere Establishment
Vaduz,
Liechtenstein
|
-$7.71M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$7.35M |
BWIN Hedge Fund Activity: Q1 2024 in Review
171 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q1 2024, worth a combined $1.83B — up 25% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new BWIN positions and 22 closed out — a net gain of 9 holders — while 51 added to existing stakes and 63 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $71.4M. The largest seller was Rockefeller Capital Management, cutting an estimated $13.8M.
- 171 institutional investors held Baldwin Insurance Group (BWIN) as of Q1 2024, up from 162 in Q4 2023.
- Funds reported $1.83B of Baldwin Insurance Group stock for Q1 2024, up 25% quarter-over-quarter.
- 31 funds opened new Baldwin Insurance Group positions in Q1 2024 and 22 closed out, a net change of +9 holders.
- The largest Baldwin Insurance Group buyer in Q1 2024 was William Blair Investment Management, an estimated $71.4M added.
- The largest Baldwin Insurance Group seller in Q1 2024 was Rockefeller Capital Management, an estimated $13.8M sold.
Based on aggregated 13F filings for Q1 2024.