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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
JIR
251
James Investment Research
Ohio
$6.95M +$44.8K +236 +0.7%
II
252
IFM Investors
Australia
$6.93M +$228K +1,200 +3%
COPPSERS
253
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.88M +$60K +316 +0.9%
MGWM
254
Marks Group Wealth Management
Minnesota
$6.86M -$220K -1,161 -3%
FAF
255
Första AP-fonden
Sweden
$6.81M -$1.2M -6,300 -15%
AUB
256
Atlantic Union Bankshares
Virginia
$6.75M -$578K -3,046 -8%
ROC
257
Running Oak Capital
Minnesota
$6.72M -$356K -1,875 -5%
SAM
258
Strategy Asset Managers
California
$6.65M +$304K +1,603 +5%
DnB Asset Management
259
DnB Asset Management
Norway
$6.58M +$346K +1,821 +6%
YCM
260
Yousif Capital Management
Michigan
$6.54M -$292K -1,541 -4%
DWM
261
Dakota Wealth Management
Florida
$6.48M +$5.8M +30,549 +913%
Janus Henderson Group
262
Janus Henderson Group
United Kingdom
$6.48M -$503K -2,653 -7%
NSIM
263
North Star Investment Management
Illinois
$6.45M
Zurich Cantonal Bank
264
Zurich Cantonal Bank
Switzerland
$6.42M +$135K +712 +2%
Public Employees Retirement Association of Colorado
265
Public Employees Retirement Association of Colorado
Colorado
$6.42M -$16.1K -85 -0.3%
NYLIM
266
New York Life Investment Management
New York
$6.34M +$34.3K +181 +0.5%
PAG
267
Private Advisor Group
New Jersey
$6.28M -$266K -1,403 -4%
SIC
268
Sigma Investment Counselors
Michigan
$6.22M -$27.1K -143 -0.4%
DWA
269
Douglass Winthrop Advisors
New York
$6.19M -$221K -1,165 -3%
TPCW
270
TD Private Client Wealth
New York
$6.12M +$547K +2,881 +10%
SCM
271
Silvant Capital Management
Georgia
$6.04M
BNP Paribas Asset Management
272
BNP Paribas Asset Management
France
$6.03M +$2.66K +14 +0%
UIM
273
USS Investment Management
United Kingdom
$5.99M +$121K +636 +2%
Wealthfront Advisers
274
Wealthfront Advisers
California
$5.89M +$1.19M +6,268 +26%
MOACM
275
Mutual of America Capital Management
New York
$5.81M +$43.4K +229 +0.8%

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.