AJG icon

Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,073 hedge funds and large institutions have $43.3B invested in Arthur J. Gallagher & Co in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 409 increasing their positions, 355 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+82
Holders Change %
+8.27%
% of All Funds
15.73%
Holding in Top 10
37
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-30.19%
% of All Funds
0.54%
New
161
Increased
409
Reduced
355
Closed
63
Calls
$86.6M
Puts
$81M
Net Calls
+$5.66M
Net Calls Change
-$11.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.4B
2
Brown Advisory
Brown Advisory
Maryland
+$287M
3
Capital World Investors
Capital World Investors
California
+$199M
4
Capital International Investors
Capital International Investors
California
+$151M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$139M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$279M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$218M
3
Norges Bank
Norges Bank
Norway
-$215M
4
Fidelity International
Fidelity International
Bermuda
-$116M
5
BAM
Burgundy Asset Management
Ontario, Canada
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
551
Ossiam
France
$1.04M +$119K +530 +13%
AWA
552
Arete Wealth Advisors
Illinois
$1.04M -$11.2K -50 -1%
IWM
553
Iams Wealth Management
Nebraska
$1.03M -$140K -622 -12%
BL
554
Balentine LLC
Georgia
$1.03M +$30.8K +137 +3%
SS
555
Sunbelt Securities
Texas
$1.03M +$36.4K +162 +4%
SWA
556
Stratos Wealth Advisors
Ohio
$1.03M +$26.5K +118 +3%
QWP
557
Quotient Wealth Partners
Texas
$1.02M +$1.02M +4,547 New
ECM
558
Everence Capital Management
Indiana
$1.02M – – –
MMA
559
Miracle Mile Advisors
California
$1.02M +$1.02M +4,516 New
KTA
560
Keeley-Teton Advisors
Illinois
$1.01M -$32.4K -144 -3%
SC
561
Syon Capital
California
$995K +$569K +2,528 +133%
VI
562
Vestcor Inc
New Brunswick, Canada
$988K -$13K -58 -1%
DIA
563
Dana Investment Advisors
Wisconsin
$986K +$24.7K +110 +3%
HTC
564
Haverford Trust Company
Pennsylvania
$982K -$2.07M -9,218 -68%
DC
565
Davenport & Co
Virginia
$980K +$273K +1,212 +39%
Nomura Holdings
566
Nomura Holdings
Japan
$979K +$979K +4,352 New
EIP
567
Ellis Investment Partners
Pennsylvania
$974K – – –
AG
568
AIA Group
Hong Kong
$972K -$480K -2,133 -33%
FTDI
569
First Trust Direct Indexing
Massachusetts
$967K +$64.8K +288 +7%
TW
570
TritonPoint Wealth
Maryland
$965K +$965K +4,293 New
EWM
571
EPG Wealth Management
Georgia
$952K +$52.7K +223 +6%
AIA
572
Alera Investment Advisors
Illinois
$952K -$18.4K -82 -2%
CWM
573
Connecticut Wealth Management
Connecticut
$951K +$667K +2,968 +236%
DJSG
574
D.J. St. Germain
Massachusetts
$949K – – –
NCM
575
Nelson Capital Management
California
$927K +$927K +4,123 New
21 22
23
24 25