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BWIN

Baldwin Insurance Group

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.

New
Increased
Maintained
Reduced
Closed

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: 162171 (+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: 32 (-1)

Holders
171
Holders Change
+9
Holders Change %
+5.56%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
51
Reduced
63
Closed
22
Calls
$541K
Puts
$90K
Net Calls
+$451K
Net Calls Change
-$338K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$281M +$2.68M +102,109 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$178M +$1.59M +60,539 +1%
BlackRock
3
BlackRock
New York
$128M -$5.3M -201,933 -4%
CIP
4
Champlain Investment Partners
Vermont
$116M +$12.1M +462,485 +13%
Macquarie Group
5
Macquarie Group
Australia
$99.7M -$2.53M -96,176 -3%
BAMCO Inc
6
BAMCO Inc
New York
$94.3M -$1.73K -66 -0%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$84.7M +$71.4M +2,718,869 +1,315%
WHG
8
Westwood Holdings Group
Texas
$79.2M -$7.35M -279,820 -9%
ACB
9
Aristotle Capital Boston
Massachusetts
$44.7M +$687K +26,166 +2%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$43M -$1.24M -47,199 -3%
Boston Partners
11
Boston Partners
Massachusetts
$42.6M +$5.65M +215,079 +17%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$40.9M +$1.14M +43,329 +3%
State Street
13
State Street
Massachusetts
$38.3M +$197K +7,515 +0.6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$35.7M -$1.94M -73,993 -6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$29.2M +$548K +20,850 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$27.3M -$718K -27,330 -3%
EA
17
Emerald Advisers
Pennsylvania
$25.9M +$141K +5,375 +0.6%
PCM
18
Peregrine Capital Management
Minnesota
$25.2M -$1.22M -46,255 -5%
VM
19
Venator Management
Pennsylvania
$22.6M -$63K -2,400 -0.3%
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.2M +$42.8K +1,629 +0.2%
Northern Trust
21
Northern Trust
Illinois
$20.2M -$281K -10,683 -2%
Bank of America
22
Bank of America
North Carolina
$18.4M +$4.24M +161,215 +34%
N
23
Nuveen
North Carolina
$17.9M +$1.63M +61,975 +11%
DCM
24
Driehaus Capital Management
Illinois
$17.5M +$15.9M +606,208 New
SEI Investments
25
SEI Investments
Pennsylvania
$16.4M +$951K +36,182 +7%

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.