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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
$1.36B
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$286M
3
Viking Global Investors
Viking Global Investors
Connecticut
$181M
4
Allianz Asset Management
Allianz Asset Management
Germany
$146M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.26B

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$56.3M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$646M
3
Norges Bank
Norges Bank
Norway
$1.61B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.96B
5
Citadel Advisors
Citadel Advisors
Florida
$8.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
651
CX Institutional
Indiana
$461K +$3.29K +15 +0.7%
AP
652
Arlington Partners
Alabama
$459K – – –
AWCI
653
Alpine Woods Capital Investors
New York
$458K – – –
MSWM
654
McGlone Suttner Wealth Management
Wisconsin
$456K +$42.2K +192 +10%
AWM
655
Apollon Wealth Management
South Carolina
$455K -$126K -573 -22%
DWT
656
Dorsey & Whitney Trust
South Dakota
$444K +$6.59K +30 +2%
PI
657
PGGM Investments
Netherlands
$443K +$443K +2,017 New
LOPW
658
Live Oak Private Wealth
North Carolina
$442K – – –
MG
659
Mather Group
Illinois
$440K +$114K +520 +35%
BFO
660
Biltmore Family Office
North Carolina
$439K -$1.54K -7 -0.3%
SHFA
661
SC&H Financial Advisors
Maryland
$439K -$659 -3 -0.1%
CCP
662
Clarkston Capital Partners
Michigan
$439K – – –
OC
663
Oakworth Capital
Alabama
$439K +$28.3K +129 +7%
SAM
664
Shell Asset Management
Netherlands
$431K -$40K -182 -8%
TNBTD
665
Trustmark National Bank Trust Department
Mississippi
$423K -$86.3K -393 -17%
KWM
666
Kolinsky Wealth Management
New Jersey
$417K +$18.7K +87 +5%
VC
667
Vestor Capital
Illinois
$417K -$32.3K -147 -7%
NCM
668
Northside Capital Management
Oregon
$415K – – –
HPM
669
Hoxton Planning & Management
West Virginia
$408K -$94.9K -432 -19%
LSPW
670
Lake Street Private Wealth
Illinois
$408K -$6.81K -31 -2%
RWA
671
River Wealth Advisors
Pennsylvania
$408K -$659 -3 -0.2%
SPIA
672
Steward Partners Investment Advisory
New York
$408K +$220 +1 +0.1%
ILI
673
Invesco LLC (Illinois)
Illinois
$407K +$407K +1,855 New
PI
674
PFG Investments
New York
$402K +$878 +4 +0.2%
MFG
675
Menard Financial Group
Texas
$402K – – –
25 26
27
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