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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

991 hedge funds and large institutions have $42.2B invested in Arthur J. Gallagher & Co in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 372 increasing their positions, 346 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+23
Holders Change %
+2.38%
% of All Funds
15.8%
Holding in Top 10
53
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.26%
% of All Funds
0.85%
New
95
Increased
372
Reduced
346
Closed
58
Calls
$80.9M
Puts
$64.1M
Net Calls
+$16.8M
Net Calls Change
+$22.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$322M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M
3
BlackRock
BlackRock
New York
+$126M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$81.4M
5
Barclays
Barclays
United Kingdom
+$69.8M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$130M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$110M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$73.3M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$63.9M
5
State Street
State Street
Massachusetts
-$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
376
Whittier Trust
California
$2.87M -$339K -1,487 -11%
PFS
377
Prospera Financial Services
Texas
$2.84M +$243K +1,068 +9%
BRWA
378
B. Riley Wealth Advisors
Florida
$2.83M +$552K +2,421 +24%
EAM
379
EULAV Asset Management
Florida
$2.83M – – –
KWM
380
Keebeck Wealth Management
Illinois
$2.81M +$120K +525 +4%
WMSA
381
Weiss Multi-Strategy Advisers
New York
$2.79M -$1.4M -6,126 -33%
SBIA
382
Sheaff Brock Investment Advisors
Indiana
$2.76M – – –
SCM
383
Stonebridge Capital Management
California
$2.73M -$175K -769 -6%
KAS
384
Kestra Advisory Services
Texas
$2.63M +$109K +479 +4%
PFO
385
Pathstone Family Office
New Jersey
$2.59M +$1.29M +5,670 +100%
CIBC Private Wealth Group
386
CIBC Private Wealth Group
Georgia
$2.55M +$2.04M +8,931 +394%
NMERB
387
New Mexico Educational Retirement Board
New Mexico
$2.54M +$182K +800 +8%
AWS
388
Atria Wealth Solutions
New York
$2.54M +$455K +1,998 +22%
PAM
389
Panagora Asset Management
Massachusetts
$2.53M +$53.1K +233 +2%
SCM
390
Sitrin Capital Management
California
$2.48M -$151K -664 -6%
AA
391
Ancora Advisors
Ohio
$2.42M -$40.6K -178 -2%
OIA
392
OneDigital Investment Advisors
Kansas
$2.41M +$109K +480 +5%
PWPS
393
Pinnacle Wealth Planning Services
Ohio
$2.41M -$28K -123 -1%
ONST
394
Old North State Trust
North Carolina
$2.4M – – –
OCA
395
Otter Creek Advisors
Florida
$2.39M -$912K -4,000 -28%
API
396
Advisor Partners II
California
$2.39M +$103K +453 +5%
CPIG
397
Chicago Partners Investment Group
Illinois
$2.39M +$911 +4 +0%
JCM
398
Jag Capital Management
Missouri
$2.39M -$13.4K -59 -0.6%
UB
399
UMB Bank
Missouri
$2.37M -$809K -3,549 -25%
TRCT
400
Tower Research Capital (TRC)
New York
$2.37M +$508K +2,229 +27%
14 15
16
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