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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 %
AWM
551
Accurate Wealth Management
Florida
$803K +$102K +430 +14%
TIAA Trust, National Association
552
TIAA Trust, National Association
North Carolina
$784K +$784K +3,438 New
NIMI
553
Natixis Investment Managers International
France
$778K -$555K -2,435 -42%
VEA
554
Virtus ETF Advisers
New York
$778K +$778K +3,415 New
S
555
SignatureFD
Georgia
$777K +$43.8K +192 +6%
PMA
556
Prudent Man Advisors
Illinois
$776K -$39.4K -173 -5%
TC
557
Toews Corporation
New Jersey
$775K +$775K +3,400 New
FAIM
558
Financial Advocates Investment Management
Washington
$772K +$14.8K +65 +2%
MSA
559
Marino Stram & Associates
Massachusetts
$768K +$144K +631 +23%
AA
560
AlphaMark Advisors
Kentucky
$766K +$45.6K +200 +6%
FT
561
Fiduciary Trust
Massachusetts
$761K +$147K +646 +24%
ACM
562
Allred Capital Management
Texas
$761K -$27.8K -122 -4%
RIL
563
Rothschild Investment LLC
Illinois
$760K -$1.37K -6 -0.2%
PFG
564
PAX Financial Group
Texas
$759K -$54.9K -241 -7%
DT
565
Diversified Trust
Tennessee
$758K +$12.1K +53 +2%
WDC
566
Woodward Diversified Capital
California
$757K +$81.1K +356 +12%
DEA
567
DoubleLine ETF Adviser
Florida
$757K +$43.3K +190 +6%
V
568
VeraBank
Texas
$752K – – –
CSIC
569
Clifford Swan Investment Counsel
California
$745K +$456 +2 +0.1%
EHC
570
Everett Harris & Co
California
$744K +$220K +965 +42%
GWSG
571
GPS Wealth Strategies Group
Colorado
$738K +$67.9K +298 +10%
PIC
572
PCJ Investment Counsel
Ontario, Canada
$734K +$734K +3,220 New
D
573
Dentgroup
Louisiana
$734K – – –
FCI
574
Financial Counselors Inc
Kansas
$731K +$1.6K +7 +0.2%
Wolverine Trading
575
Wolverine Trading
Illinois
$726K +$208K +914 +40%
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