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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 %
PP
601
Paloma Partners
Connecticut
$760K +$760K +3,380 New
MSA
602
Marino Stram & Associates
Massachusetts
$758K – – –
ACM
603
Allred Capital Management
Texas
$752K +$900 +4 +0.1%
HI
604
Horizon Investments
North Carolina
$751K +$78.7K +350 +12%
GWSG
605
GPS Wealth Strategies Group
Colorado
$749K +$20.7K +92 +3%
FFO
606
Fiduciary Family Office
Florida
$748K +$748K +3,324 New
PMA
607
Prudent Man Advisors
Illinois
$747K -$18.7K -83 -2%
V
608
VeraBank
Texas
$742K – – –
RIL
609
Rothschild Investment LLC
Illinois
$741K -$8.55K -38 -1%
LGA
610
Lebenthal Global Advisors
New York
$740K +$740K +3,292 New
EHC
611
Everett Harris & Co
California
$740K +$5.62K +25 +0.8%
GT
612
Greenleaf Trust
Michigan
$738K +$70.8K +315 +11%
AWM
613
Accurate Wealth Management
Florida
$737K -$51.5K -222 -7%
AA
614
AlphaMark Advisors
Kentucky
$734K -$22.3K -99 -3%
PI
615
PFG Investments
New York
$734K +$79.8K +355 +12%
FCI
616
Financial Counselors Inc
Kansas
$732K +$11.2K +50 +2%
D
617
Dentgroup
Louisiana
$724K – – –
AWP
618
Ascent Wealth Partners
New York
$723K +$101K +450 +16%
WDC
619
Woodward Diversified Capital
California
$722K -$25K -111 -3%
CAAS
620
Capital Asset Advisory Services
Michigan
$714K -$99.6K -443 -12%
LNWWM
621
Laird Norton Wetherby Wealth Management
California
$712K -$450 -2 -0.1%
CRC
622
Curi RMB Capital
Illinois
$712K +$69.5K +309 +11%
CCA
623
Checchi Capital Advisers
California
$709K +$4.5K +20 +0.6%
PFG
624
PAX Financial Group
Texas
$706K -$83K -350 -11%
CFG
625
Citizens Financial Group
Rhode Island
$704K +$704K +3,131 New
23 24
25
26 27