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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
BCPE
301
Bain Capital Public Equity
Massachusetts
$4.6M +$2.86M +15,061 +168%
SCA
302
Snowden Capital Advisors
New York
$4.58M +$1.52M +8,001 +50%
CB
303
Commerce Bank
Missouri
$4.52M +$345K +1,818 +8%
CS
304
Candriam SCA
Luxembourg
$4.42M -$8.87M -46,741 -65%
BCM
305
Brookmont Capital Management
Texas
$4.34M -$34.7K -183 -0.8%
CIBC World Market
306
CIBC World Market
Ontario, Canada
$4.26M -$217K -1,142 -5%
NAM
307
Nissay Asset Management
Japan
$4.25M -$142K -746 -3%
LWMG
308
Levy Wealth Management Group
Pennsylvania
$4.22M +$12.3K +65 +0.3%
AI
309
Atria Investments
North Carolina
$4.13M +$1.27M +6,712 +45%
Capital Fund Management (CFM)
310
Capital Fund Management (CFM)
France
$4.11M -$2.84M -14,949 -41%
FAB
311
First American Bank
Illinois
$4.03M +$27.7K +146 +0.7%
TIP
312
Torray Investment Partners
Maryland
$3.96M +$3.93M +20,719 New
EI
313
Ethic Inc
New York
$3.96M +$700K +3,691 +22%
FLPIM
314
F.L. Putnam Investment Management
Massachusetts
$3.92M -$589K -3,105 -13%
CI
315
Capital International
California
$3.87M +$133K +701 +4%
EDRH
316
Edmond de Rothschild Holding
Switzerland
$3.85M -$517K -2,725 -12%
TRSOTSOK
317
Teachers Retirement System of the State of Kentucky
Kentucky
$3.82M
SWP
318
Stratos Wealth Partners
Ohio
$3.81M +$71.9K +379 +2%
BFM
319
Boothbay Fund Management
New York
$3.81M +$3.37M +17,770 +834%
Nordea Investment Management
320
Nordea Investment Management
Sweden
$3.81M -$608K -3,202 -14%
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$3.77M -$80.8K -426 -2%
CTC
322
Central Trust Company
Missouri
$3.74M -$108K -570 -3%
National Bank of Canada
323
National Bank of Canada
Quebec, Canada
$3.72M -$358K -1,889 -9%
CGH
324
Crossmark Global Holdings
Texas
$3.67M +$38.5K +203 +1%
Twin Tree Management
325
Twin Tree Management
Texas
$3.65M +$2.97M +15,673 +458%

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.