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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 %
GWSG
576
GPS Wealth Strategies Group
Colorado
$645K +$6.15K +28 +1%
CW
577
CreativeOne Wealth
Kansas
$645K -$119K -542 -16%
IWC
578
Integrated Wealth Concepts
Massachusetts
$644K +$644K +2,935 New
GT
579
Greenleaf Trust
Michigan
$642K -$26.1K -119 -4%
AWM
580
Accurate Wealth Management
Florida
$635K +$23.1K +108 +4%
CRC
581
Curi RMB Capital
Illinois
$634K +$3.51K +16 +0.6%
CG
582
Clifford Group
Massachusetts
$627K +$69.6K +317 +12%
WB
583
Webster Bank
Connecticut
$626K – – –
IA
584
IFP Advisors
Florida
$624K -$357K -1,627 -36%
BPA
585
Beacon Pointe Advisors
California
$624K -$30.1K -137 -5%
HBT
586
Heartland Bank & Trust
Illinois
$623K -$66.7K -304 -10%
O
587
Ossiam
France
$621K -$37.8K -172 -6%
CA
588
Cetera Advisors
Colorado
$620K +$23.9K +109 +4%
PI
589
PineBridge Investments
New York
$617K -$4.92M -22,387 -89%
ST
590
Somerset Trust
Pennsylvania
$615K -$9K -41 -1%
GIA
591
Guyasuta Investment Advisors
Pennsylvania
$615K – – –
FMAEN1
592
Fund Management at Engine No 1
California
$612K +$47.4K +216 +8%
AWP
593
Ascent Wealth Partners
New York
$608K – – –
KA
594
Kozak & Associates
Colorado
$607K +$649 +3 +0.1%
HWAM
595
Hennion & Walsh Asset Management
New Jersey
$606K +$113K +516 +23%
MSA
596
Marino Stram & Associates
Massachusetts
$601K -$13.6K -62 -2%
DC
597
Davenport & Co
Virginia
$600K +$75.3K +343 +14%
ACM
598
Advisors Capital Management
New Jersey
$599K +$2.64K +12 +0.4%
BCAM
599
Boston Common Asset Management
Massachusetts
$596K +$5.49K +25 +0.9%
LC
600
Lavaca Capital
Texas
$592K – – –
22 23
24
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