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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 %
AG
401
Ascent Group
Virginia
$2.33M +$2.06M +8,352 +765%
IWS
402
Insight Wealth Strategies
California
$2.33M +$129K +566 +6%
AAM
403
Advisors Asset Management
Colorado
$2.32M +$361K +1,583 +18%
GC
404
Guggenheim Capital
Illinois
$2.31M -$1.6M -7,040 -41%
Vontobel Holding
405
Vontobel Holding
Switzerland
$2.31M +$1.6M +7,000 +224%
IG
406
ING Group
Netherlands
$2.29M -$809K -3,549 -26%
MNBTD
407
Moody National Bank Trust Division
Texas
$2.29M +$5.93K +26 +0.3%
IECM
408
Intrinsic Edge Capital Management
Illinois
$2.28M +$2.28M +10,000 New
PP
409
Prudential plc
United Kingdom
$2.27M -$218K -958 -9%
BCM
410
Brasada Capital Management
Texas
$2.21M +$2.21M +9,500 New
WI
411
WBI Investments
New Jersey
$2.2M +$335K +1,468 +18%
JWM
412
Janiczek Wealth Management
Colorado
$2.2M +$1.6K +7 +0.1%
PFM
413
Patton Fund Management
Texas
$2.2M -$1.51M -6,613 -41%
CCM
414
Coldstream Capital Management
Washington
$2.18M -$546K -2,395 -20%
LCM
415
Legato Capital Management
California
$2.14M +$13.2K +58 +0.6%
BCI
416
Brinker Capital Investments
Pennsylvania
$2.11M +$306K +1,342 +17%
OPS
417
Orion Portfolio Solutions
Nebraska
$2.11M +$306K +1,342 +17%
BEI
418
Benjamin Edwards Inc
Missouri
$2.09M -$141K -620 -6%
ACM
419
AlphaStar Capital Management
North Carolina
$2.05M +$205K +900 +11%
CAM
420
Cresset Asset Management
Illinois
$2.05M +$55.6K +244 +3%
MLICM
421
Metropolitan Life Insurance Company (MetLife)
New York
$2.03M -$95.3K -418 -4%
QCM
422
QRG Capital Management
Illinois
$1.99M +$1.99M +8,725 New
LIM
423
Leavell Investment Management
Alabama
$1.99M – – –
RJT
424
Raymond James Trust
Florida
$1.97M +$84.1K +369 +4%
RWM
425
Ritholtz Wealth Management
New York
$1.95M +$11.6K +51 +0.6%
15 16
17
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