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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
MGM
276
Miura Global Management
New York
$5.74M +$5.69M +30,000 New
DACG
277
Donor Advised Charitable Giving
California
$5.69M +$3.11M +16,390 +123%
CG
278
Caprock Group
Idaho
$5.59M -$22.2K -117 -0.4%
BG
279
Bollard Group
Massachusetts
$5.54M +$15.9K +84 +0.3%
FAT
280
First American Trust
California
$5.48M +$5.43M +28,629 New
ACM
281
Ayrshire Capital Management
Connecticut
$5.37M +$2.33M +12,287 +78%
JF
282
Jump Financial
Illinois
$5.34M +$5.29M +27,900 New
CWM
283
CIBC World Markets
New York
$5.33M -$7.94M -41,822 -60%
X
284
Xponance
Pennsylvania
$5.3M +$186K +982 +4%
GIBU
285
Gulf International Bank (UK)
United Kingdom
$5.3M -$980K -5,165 -16%
BFS
286
Bradley Foster & Sargent
Connecticut
$5.11M -$11.6K -61 -0.2%
OSAM
287
O'Shaughnessy Asset Management
Connecticut
$5.04M +$1.99M +10,499 +66%
FLI
288
Family Legacy Inc
South Carolina
$5.01M +$170K +896 +4%
PAS
289
Park Avenue Securities
New York
$5M +$48K +253 +1%
CA
290
Cornerstone Advisors
North Carolina
$4.97M +$4.93M +26,000 New
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$4.96M +$4.17K +22 +0.1%
PI
292
PineBridge Investments
New York
$4.82M +$4.76M +25,104 +27,287%
KA
293
Kerrisdale Advisers
Florida
$4.8M
CNB
294
Czech National Bank
Czech Republic
$4.78M +$58.1K +306 +1%
MCWS
295
McKinley Carter Wealth Services
West Virginia
$4.76M +$94.7K +499 +2%
BRC
296
Bishop Rock Capital
New York
$4.75M -$655K -3,451 -12%
KLCM
297
KG&L Capital Management
Louisiana
$4.7M
BA
298
Ballew Advisors
Mississippi
$4.69M -$265K -1,399 -6%
NVIM
299
New Vernon Investment Management
Illinois
$4.65M
Cetera Investment Advisers
300
Cetera Investment Advisers
Illinois
$4.62M +$416K +2,195 +10%

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.