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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

915 hedge funds and large institutions have $33.9B invested in Arthur J. Gallagher & Co in 2022 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 316 increasing their positions, 313 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+55
Holders Change %
+6.4%
% of All Funds
14.76%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.63%
New
124
Increased
316
Reduced
313
Closed
48
Calls
$51.2M
Puts
$25.7M
Net Calls
+$25.5M
Net Calls Change
+$3.51M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$283M
2
Morgan Stanley
Morgan Stanley
New York
+$117M
3
AI
Axiom Investors
Connecticut
+$116M
4
BlackRock
BlackRock
New York
+$75.8M
5
American Century Companies
American Century Companies
Missouri
+$73.5M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$296M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$221M
3
CIP
Champlain Investment Partners
Vermont
-$88.7M
4
APG Asset Management
APG Asset Management
Netherlands
-$78.5M
5
FPP
Findlay Park Partners
United Kingdom
-$75.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
451
Simplicity Solutions
Minnesota
$954K +$202K +1,073 +27%
EWM
452
Evercore Wealth Management
New York
$946K -$47.1K -250 -5%
SC
453
Savant Capital
Illinois
$928K -$82K -435 -8%
KTA
454
Keeley-Teton Advisors
Illinois
$908K -$32.1K -170 -3%
TI
455
Tidal Investments
Wisconsin
$904K +$397K +2,104 +78%
BL
456
Balentine LLC
Georgia
$887K +$70.1K +372 +9%
QT
457
Quantamental Technologies
New York
$887K +$887K +4,704 New
MGP
458
Metis Global Partners
California
$880K +$247K +1,308 +39%
JWCA
459
J.W. Coons Advisors
Ohio
$873K -$27.7K -147 -3%
BBVA
460
Banco Bilbao Vizcaya Argentaria
Spain
$872K +$2.64K +14 +0.3%
SG
461
Stonnington Group
California
$869K +$222K +1,150 +34%
RA
462
RFG Advisory
Alabama
$866K -$19.3K -100 -2%
V
463
Veritable
Delaware
$864K +$754 +4 +0.1%
Northwestern Mutual Wealth Management
464
Northwestern Mutual Wealth Management
Wisconsin
$860K +$257K +1,362 +43%
VCM
465
Virtue Capital Management
Tennessee
$860K +$860K +4,563 New
Baird Financial Group
466
Baird Financial Group
Wisconsin
$858K -$10.6K -56 -1%
AF
467
Allworth Financial
California
$854K +$643K +3,409 +305%
PTC
468
Private Trust Company
Ohio
$850K +$6.79K +36 +0.8%
AWS
469
Atria Wealth Solutions
New York
$842K +$375K +1,987 +80%
SAM
470
Sawgrass Asset Management
Florida
$834K – – –
IWA
471
IBEX Wealth Advisors
New Jersey
$829K -$18.1K -96 -2%
DA
472
Dover Advisors
Virginia
$825K +$825K +4,377 New
TRCT
473
Tower Research Capital (TRC)
New York
$824K -$1.28M -6,801 -61%
GC
474
Gilbert & Cook
Iowa
$820K +$13.8K +73 +2%
EIP
475
Ellis Investment Partners
Pennsylvania
$817K – – –
17 18
19
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