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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
UBS AM
26
UBS AM
Illinois
$219M -$30.6M -161,354 -12%
BAM
27
Burgundy Asset Management
Ontario, Canada
$214M +$139K +733 +0.1%
Mawer Investment Management
28
Mawer Investment Management
Alberta, Canada
$202M +$15.1M +79,414 +8%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$197M +$13.7M +72,269 +8%
Goldman Sachs
30
Goldman Sachs
New York
$190M +$21.2M +111,966 +13%
Bank of America
31
Bank of America
North Carolina
$182M +$38.9M +205,021 +28%
Bessemer Group
32
Bessemer Group
New Jersey
$174M +$1.1M +5,793 +0.6%
VOYA Investment Management
33
VOYA Investment Management
Georgia
$174M +$4.91M +25,873 +3%
Swiss National Bank
34
Swiss National Bank
Switzerland
$160M -$3.43M -18,100 -2%
Mitsubishi UFJ Trust & Banking
35
Mitsubishi UFJ Trust & Banking
Japan
$135M -$13.3M -70,055 -9%
Adage Capital Partners
36
Adage Capital Partners
Massachusetts
$134M -$61.1M -322,000 -31%
AI
37
Axiom Investors
Connecticut
$134M +$16.3M +85,700 +14%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$134M -$16.5M -86,822 -11%
BMO
39
Beck Mack & Oliver
New York
$133M +$1.16M +6,103 +0.9%
GAM
40
Guinness Asset Management
United Kingdom
$132M +$12.9M +67,756 +11%
DZ Bank
41
DZ Bank
Germany
$131M +$11.1M +58,760 +9%
Artisan Partners
42
Artisan Partners
Wisconsin
$126M +$71.5M +376,613 +134%
CIP
43
Champlain Investment Partners
Vermont
$124M -$2.39M -12,615 -2%
N
44
Nuveen
North Carolina
$117M -$17.1K -90 -0%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$113M -$795K -4,188 -0.7%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$110M -$13.9M -73,446 -11%
GRP
47
Global Retirement Partners
California
$107M +$81.6K +430 +0.1%
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$105M -$13.3M -69,869 -11%
American Century Companies
49
American Century Companies
Missouri
$105M +$17.5M +92,242 +20%
CS
50
Credit Suisse
Switzerland
$105M -$2.95M -15,553 -3%

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.