Arthur J. Gallagher & Co
1,080 hedge funds and large institutions have $43.3B invested in Arthur J. Gallagher & Co in 2023 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 412 increasing their positions, 357 reducing their positions, and 63 closing their positions.
157% more first-time investments, than exits
New positions opened: 162 | Existing positions closed: 63
15% more repeat investments, than reductions
Existing positions increased: 412 | Existing positions reduced: 357
8% more funds holding
Funds holding: 997 → 1,080 (+83)
3.25% more ownership
Funds ownership: 85.98% → 89.22% (+3.2%)
7% more call options, than puts
Call options by funds: $86.6M | Put options by funds: $81M
2% more capital invested
Capital invested by funds: $42.3B → $43.3B (+$1.05B)
30% less funds holding in top 10
Funds holding in top 10: 53 → 37 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.48B |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$303M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$209M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$159M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$147M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$293M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$226M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$218M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$123M |
| 5 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$113M |
AJG Hedge Fund Activity: Q4 2023 in Review
1,080 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2023, worth a combined $43.3B — up 2.5% from $42.3B a quarter earlier.
Buyers outnumbered sellers: 162 funds opened new AJG positions and 63 closed out — a net gain of 99 holders — while 412 added to existing stakes and 357 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.48B. The largest seller was Wellington Management Group, cutting an estimated $293M.
- 1,080 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2023, up from 997 in Q3 2023.
- Funds reported $43.3B of Arthur J. Gallagher & Co stock for Q4 2023, up 2.5% quarter-over-quarter.
- 162 funds opened new Arthur J. Gallagher & Co positions in Q4 2023 and 63 closed out, a net change of +99 holders.
- The largest Arthur J. Gallagher & Co buyer in Q4 2023 was Morgan Stanley, an estimated $1.48B added.
- The largest Arthur J. Gallagher & Co seller in Q4 2023 was Wellington Management Group, an estimated $293M sold.
Based on aggregated 13F filings for Q4 2023.