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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

968 hedge funds and large institutions have $39.9B invested in Arthur J. Gallagher & Co in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 339 increasing their positions, 367 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
+27
Holders Change %
+2.87%
% of All Funds
15.27%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.68%
New
95
Increased
339
Reduced
367
Closed
63
Calls
$67.5M
Puts
$73.3M
Net Calls
-$5.8M
Net Calls Change
-$4.92M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$709M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$249M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$181M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$105M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$58.9M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$11.1B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$353M
3
Norges Bank
Norges Bank
Norway
-$228M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$108M
5
Citadel Advisors
Citadel Advisors
Florida
-$92.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
526
Citizens Financial Group
Rhode Island
$800K -$67.2K -306 -8%
SAS
527
Stelac Advisory Services
New York
$797K -$43.9K -200 -5%
LNC
528
Lincoln National Corp
Pennsylvania
$793K +$45K +205 +6%
FTDI
529
First Trust Direct Indexing
Massachusetts
$788K +$59.3K +270 +8%
PMA
530
Prudent Man Advisors
Illinois
$786K -$13.8K -63 -2%
PPC
531
Park Place Capital
Alabama
$785K +$15.8K +72 +2%
PFG
532
PAX Financial Group
Texas
$784K -$137K -623 -15%
MSS
533
Mitchell Sinkler & Starr
Pennsylvania
$779K -$11K -50 -1%
PIM
534
Penobscot Investment Management
Massachusetts
$773K +$85.6K +390 +12%
PTC
535
Private Trust Company
Ohio
$771K +$220 +1 +0%
TF
536
TIAA FSB
Florida
$770K +$63K +287 +9%
AG
537
AIA Group
Hong Kong
$768K -$366K -1,668 -32%
PCG
538
Prosperity Consulting Group
Maryland
$760K -$48.1K -219 -6%
ACM
539
Allred Capital Management
Texas
$760K +$220 +1 +0%
EWM
540
EPG Wealth Management
Georgia
$752K +$61K +278 +9%
AWM
541
Axxcess Wealth Management
California
$743K -$33.2K -151 -4%
MAM
542
Montchanin Asset Management
Delaware
$740K – – –
WS
543
Wedbush Securities
California
$736K +$179K +815 +32%
RIL
544
Rothschild Investment LLC
Illinois
$734K +$85.2K +388 +13%
FAIM
545
Financial Advocates Investment Management
Washington
$729K +$13.4K +61 +2%
FIM
546
Freedom Investment Management
Connecticut
$727K -$81.2K -370 -10%
V
547
VeraBank
Texas
$725K – – –
DT
548
Diversified Trust
Tennessee
$718K -$17.6K -80 -2%
CCA
549
Checchi Capital Advisers
California
$718K -$878 -4 -0.1%
CSIC
550
Clifford Swan Investment Counsel
California
$717K – – –
20 21
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