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Arthur J. Gallagher & Co

946 hedge funds and large institutions have $34.9B invested in Arthur J. Gallagher & Co in 2023 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 379 increasing their positions, 303 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 72

25% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 303

23.41% more ownership

Funds ownership: 85.98%109.39% (+23%)

3% more funds holding

Funds holding: 919946 (+27)

3% more capital invested

Capital invested by funds: $33.9B → $34.9B (+$975M)

1% less call options, than puts

Call options by funds: $60.1M | Put options by funds: $61M

3% less funds holding in top 10

Funds holding in top 10: 3938 (-1)

Holders
946
Holders Change
+27
Holders Change %
+2.94%
% of All Funds
15.08%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.61%
New
117
Increased
379
Reduced
303
Closed
72
Calls
$60.1M
Puts
$61M
Net Calls
-$875K
Net Calls Change
-$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
226
Schonfeld Strategic Advisors
New York
$8.69M -$8.45M -44,536 -50%
SFI
227
Susquehanna Fundamental Investments
Pennsylvania
$8.63M -$10.9M -57,290 -56%
RWM
228
Rench Wealth Management
Texas
$8.58M -$484K -2,553 -5%
VV
229
Verity & Verity
South Carolina
$8.55M -$1.05M -5,542 -11%
VIA
230
Vident Investment Advisory
Georgia
$8.53M +$633K +3,338 +8%
TPSF
231
Texas Permanent School Fund
Texas
$8.37M +$2.62M +13,819 +46%
AP
232
Appleton Partners
Massachusetts
$8.28M +$859K +4,529 +12%
Mirae Asset Global Investments
233
Mirae Asset Global Investments
South Korea
$8.1M +$423K +2,231 +6%
OCM
234
Oribel Capital Management
New York
$7.93M +$16.4M +86,400 New
DILIC
235
Dai-ichi Life Insurance Company
Japan
$7.89M +$956K +5,037 +14%
Federated Hermes
236
Federated Hermes
Pennsylvania
$7.79M +$3.22M +16,989 +72%
OPERF
237
Oregon Public Employees Retirement Fund
Oregon
$7.77M +$126K +663 +2%
TF
238
Talbot Financial
Washington
$7.74M +$105K +551 +1%
AIMC
239
Alley Investment Management Company
Illinois
$7.47M +$209K +1,100 +3%
SWM
240
Segment Wealth Management
Texas
$7.33M +$1.42M +7,463 +24%
SIA
241
Sit Investment Associates
Minnesota
$7.25M -$79.5K -419 -1%
GC
242
Guggenheim Capital
Illinois
$7.22M -$6.42M -33,857 -47%
HIP
243
Harrell Investment Partners
Texas
$7.17M
CIS
244
Capital International Sarl
California
$7.13M +$4.2M +22,128 +146%
First Manhattan
245
First Manhattan
New York
$7.09M -$198K -1,043 -3%
BC
246
Brookfield Corp
Ontario, Canada
$7.09M -$10.6M -55,645 -60%
URS
247
Utah Retirement Systems
Utah
$7.08M +$19K +100 +0.3%
Mariner
248
Mariner
Kansas
$7.05M +$73.4K +387 +1%
BG
249
Bahl & Gaynor
Ohio
$7.04M -$605K -3,190 -8%
Walleye Capital
250
Walleye Capital
New York
$6.97M -$3.1M -16,340 -31%

AJG Hedge Fund Activity: Q1 2023 in Review

946 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q1 2023, worth a combined $34.9B — up 2.9% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new AJG positions and 72 closed out — a net gain of 45 holders — while 379 added to existing stakes and 303 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $414M. The largest seller was Baillie Gifford & Co, cutting an estimated $193M.

  • 946 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q1 2023, up from 919 in Q4 2022.
  • Funds reported $34.9B of Arthur J. Gallagher & Co stock for Q1 2023, up 2.9% quarter-over-quarter.
  • 117 funds opened new Arthur J. Gallagher & Co positions in Q1 2023 and 72 closed out, a net change of +45 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q1 2023 was Boston Partners, an estimated $414M added.
  • The largest Arthur J. Gallagher & Co seller in Q1 2023 was Baillie Gifford & Co, an estimated $193M sold.

Based on aggregated 13F filings for Q1 2023.