Baldwin Insurance Group
BWIN
208 hedge funds and large institutions have $2.63B invested in Baldwin Insurance Group in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 37 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 64
2.68% more ownership
Funds ownership: 97.74% → 100.42% (+2.7%)
5% less funds holding
Funds holding: 219 → 208 (-11)
19% less capital invested
Capital invested by funds: $3.25B → $2.63B (-$618M)
24% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 37
40% less call options, than puts
Call options by funds: $3.36M | Put options by funds: $5.57M
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$105M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$102M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$51.8M |
| 4 |
JP Morgan Chase
New York
|
+$20.4M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$70.8M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$56.5M |
| 3 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
-$34.9M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$29.4M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$25.9M |
BWIN Hedge Fund Activity: Q4 2024 in Review
208 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q4 2024, worth a combined $2.63B — down 19% from $3.25B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of BWIN and 28 opened new positions — a net loss of 9 holders — while 64 trimmed existing stakes and 83 added.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $105M. The largest seller was Fidelity Investments, cutting an estimated $70.8M.
- 208 institutional investors held Baldwin Insurance Group (BWIN) as of Q4 2024, down from 219 in Q3 2024.
- Funds reported $2.63B of Baldwin Insurance Group stock for Q4 2024, down 19% quarter-over-quarter.
- 28 funds opened new Baldwin Insurance Group positions in Q4 2024 and 37 closed out, a net change of -9 holders.
- The largest Baldwin Insurance Group buyer in Q4 2024 was Capital Research Global Investors, an estimated $105M added.
- The largest Baldwin Insurance Group seller in Q4 2024 was Fidelity Investments, an estimated $70.8M sold.
Based on aggregated 13F filings for Q4 2024.