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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 %
JWCA
501
J.W. Coons Advisors
Ohio
$1.07M +$17.1K +75 +2%
AWA
502
Arete Wealth Advisors
Illinois
$1.06M +$1.06M +4,662 New
KTA
503
Keeley-Teton Advisors
Illinois
$1.05M – – –
AMCA
504
Arthur M. Cohen & Associates
Illinois
$1.05M +$1.05M +4,622 New
Simplex Trading
505
Simplex Trading
Illinois
$1.05M +$1.05M +4,594 New
VCM
506
Virtue Capital Management
Tennessee
$1.04M – – –
IIC
507
Ironwood Investment Counsel
Arizona
$1.03M – – –
MIM
508
Merrion Investment Management
New Jersey
$1.03M – – –
PIM
509
Penobscot Investment Management
Massachusetts
$1.02M +$218K +955 +27%
TW
510
TrinityPoint Wealth
Connecticut
$1.02M +$64.7K +284 +7%
VI
511
Vestcor Inc
New Brunswick, Canada
$1.02M -$115K -506 -10%
SWA
512
Stratos Wealth Advisors
Ohio
$1.01M +$152K +666 +18%
BL
513
Balentine LLC
Georgia
$1.01M +$1.14K +5 +0.1%
SS
514
Sunbelt Securities
Texas
$1M +$9.8K +43 +1%
PGCM
515
Prescott Group Capital Management
Oklahoma
$991K +$991K +4,347 New
RA
516
RFG Advisory
Alabama
$988K -$47K -206 -5%
EIP
517
Ellis Investment Partners
Pennsylvania
$988K – – –
PCIA
518
Prime Capital Investment Advisors
Kansas
$984K +$684 +3 +0.1%
AIA
519
Alera Investment Advisors
Illinois
$984K -$2.96K -13 -0.3%
DIA
520
Dana Investment Advisors
Wisconsin
$974K – – –
DJSG
521
D.J. St. Germain
Massachusetts
$962K – – –
PTC
522
Private Trust Company
Ohio
$961K +$161K +705 +20%
AssetMark Inc
523
AssetMark Inc
California
$959K -$3.19K -14 -0.3%
TI
524
Tidal Investments
Wisconsin
$958K -$531K -2,331 -36%
Cerity Partners
525
Cerity Partners
New York
$956K -$563K -2,469 -37%
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