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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

860 hedge funds and large institutions have $31.1B invested in Arthur J. Gallagher & Co in 2022 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 299 increasing their positions, 289 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
860
Holders Change
+43
Holders Change %
+5.26%
% of All Funds
14.87%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.67%
New
108
Increased
299
Reduced
289
Closed
52
Calls
$47.8M
Puts
$25.8M
Net Calls
+$22M
Net Calls Change
-$4.55M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$515M
2
WCM Investment Management
WCM Investment Management
California
+$436M
3
Capital World Investors
Capital World Investors
California
+$107M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$71.3M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$51.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$242M
2
CIP
Champlain Investment Partners
Vermont
-$115M
3
JCM
Junto Capital Management
New York
-$85.3M
4
BBHC
Brown Brothers Harriman & Co
New York
-$69.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$68M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
601
Smithfield Trust
Pennsylvania
$350K – – –
VC
602
Vestor Capital
Illinois
$349K -$44.5K -260 -11%
RIM
603
Redpoint Investment Management
Australia
$349K – – –
FMAEN1
604
Fund Management at Engine No 1
California
$346K -$16.6K -97 -5%
BFO
605
Biltmore Family Office
North Carolina
$344K +$1.2K +7 +0.4%
CCP
606
Clarkston Capital Partners
Michigan
$342K – – –
WW
607
Westshore Wealth
California
$342K +$342K +2,000 New
LSPW
608
Lake Street Private Wealth
Illinois
$336K -$19.7K -115 -6%
BPA
609
Beacon Pointe Advisors
California
$332K +$8.51K +49 +3%
P
610
Pitcairn
Pennsylvania
$325K -$12K -70 -4%
NCM
611
Northside Capital Management
Oregon
$324K – – –
AWM
612
AE Wealth Management
Kansas
$324K +$68.4K +400 +27%
EB
613
Eastern Bank
Massachusetts
$323K -$12.2K -71 -4%
KeyBank National Association
614
KeyBank National Association
Ohio
$323K +$2.4K +14 +0.7%
OC
615
Oakworth Capital
Alabama
$320K – – –
KPWS
616
Kestra Private Wealth Services
Texas
$320K +$7.01K +41 +2%
CWM
617
Cahaba Wealth Management
Georgia
$319K -$18.5K -108 -5%
IFS
618
Ifrah Financial Services
Arkansas
$319K -$7.71K -45 -2%
SPIA
619
Steward Partners Investment Advisory
New York
$313K -$7.35K -43 -2%
SP
620
Successful Portfolios
Florida
$313K -$3.77K -22 -1%
MFG
621
Menard Financial Group
Texas
$313K – – –
FHA
622
First Horizon Advisors
Tennessee
$311K -$44.4K -260 -12%
KWM
623
Kolinsky Wealth Management
New Jersey
$311K -$7.2K -42 -2%
BC
624
Bartlett & Co
Ohio
$309K – – –
BCWM
625
Bartlett & Co Wealth Management
Ohio
$309K – – –
23 24
25
26 27