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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
OQS
326
Occudo Quantitative Strategies
Florida
$3.57M +$2.06M +10,874 +140%
TCOT
327
Trust Company of Toledo
Ohio
$3.56M -$190K -1,002 -5%
Aviva
328
Aviva
United Kingdom
$3.51M -$2.98M -15,716 -46%
PA
329
PFG Advisors
Arizona
$3.5M +$100K +529 +3%
GWM
330
Geneos Wealth Management
Colorado
$3.48M -$1.04M -5,507 -23%
HIMCH
331
Hartford Investment Management Co (HIMCO)
Connecticut
$3.47M -$361K -1,904 -10%
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
$3.43M +$116K +612 +4%
SAM
333
Securian Asset Management
Minnesota
$3.4M +$26.8K +141 +0.8%
Baird Financial Group
334
Baird Financial Group
Wisconsin
$3.38M +$2.49M +13,112 +288%
FHB
335
First Hawaiian Bank
Hawaii
$3.34M +$186K +980 +6%
AF
336
Alerus Financial
North Dakota
$3.28M -$24.7K -130 -0.8%
SMDAM
337
Sumitomo Mitsui DS Asset Management
Japan
$3.27M +$41K +216 +1%
EMPI
338
Elo Mutual Pension Insurance
Finland
$3.22M +$109K +576 +4%
AAS
339
Avantax Advisory Services
Texas
$3.22M +$470K +2,476 +17%
KRS
340
Kentucky Retirement Systems
Kentucky
$3.21M +$44.2K +233 +1%
DWA
341
Dorsey Wright & Associates
California
$3.19M -$35.1K -185 -1%
BOC
342
Barbara Oil Co
Illinois
$3.16M
Janney Montgomery Scott
343
Janney Montgomery Scott
Pennsylvania
$3.14M +$395K +2,082 +15%
MSRPS
344
Maryland State Retirement & Pension System
Maryland
$3.13M
OCA
345
Otter Creek Advisors
Florida
$3.1M +$190K +1,000 +7%
PE
346
Point72 Europe
United Kingdom
$3.08M +$3.05M +16,100 New
LWMM
347
Legacy Wealth Management (Mississippi)
Mississippi
$3.06M
VI
348
Vestcor Inc
New Brunswick, Canada
$3M -$12K -63 -0.4%
RBC
349
Romano Brothers & Co
Illinois
$3M +$9.49K +50 +0.3%
BB
350
Busey Bank
Illinois
$2.97M

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.