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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

991 hedge funds and large institutions have $42.2B invested in Arthur J. Gallagher & Co in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 372 increasing their positions, 346 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+23
Holders Change %
+2.38%
% of All Funds
15.8%
Holding in Top 10
53
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.26%
% of All Funds
0.85%
New
95
Increased
372
Reduced
346
Closed
58
Calls
$80.9M
Puts
$64.1M
Net Calls
+$16.8M
Net Calls Change
+$22.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$322M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M
3
BlackRock
BlackRock
New York
+$126M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$81.4M
5
Barclays
Barclays
United Kingdom
+$69.8M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$130M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$110M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$73.3M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$63.9M
5
State Street
State Street
Massachusetts
-$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
651
Syntal Capital Partners
Texas
$486K +$486K +2,132 New
HWM
652
HB Wealth Management
Georgia
$485K +$105K +459 +27%
MG
653
Mather Group
Illinois
$483K +$26.7K +117 +6%
CTA
654
Colonial Trust Advisors
South Carolina
$482K -$11.4K -50 -2%
ST
655
Smithfield Trust
Pennsylvania
$481K – – –
PFA
656
Pathway Financial Advisors
Vermont
$479K – – –
EI
657
Ellevest Inc
New York
$475K -$21.9K -96 -4%
DWT
658
Dorsey & Whitney Trust
South Dakota
$475K +$14.8K +65 +3%
AWCI
659
Alpine Woods Capital Investors
New York
$475K – – –
CI
660
CX Institutional
Indiana
$473K -$5.7K -25 -1%
GVAG
661
Great Valley Advisor Group
Delaware
$471K +$203K +891 +76%
AWM
662
Apollon Wealth Management
South Carolina
$471K -$1.37K -6 -0.3%
SAM
663
Shell Asset Management
Netherlands
$467K +$20.3K +89 +5%
SPIA
664
Steward Partners Investment Advisory
New York
$462K +$39.2K +172 +9%
Credit Agricole
665
Credit Agricole
France
$462K +$462K +2,027 New
PI
666
PGGM Investments
Netherlands
$460K – – –
LOPW
667
Live Oak Private Wealth
North Carolina
$459K – – –
OC
668
Oakworth Capital
Alabama
$456K – – –
BFO
669
Biltmore Family Office
North Carolina
$456K – – –
SHFA
670
SC&H Financial Advisors
Maryland
$456K – – –
P
671
Pitcairn
Pennsylvania
$448K +$33.5K +147 +8%
QCM
672
Quantinno Capital Management
New York
$448K +$168K +737 +60%
KWM
673
Kolinsky Wealth Management
New Jersey
$448K +$4.79K +21 +1%
BFM
674
Boothbay Fund Management
New York
$447K +$447K +1,963 New
WI
675
Wintrust Investments
Illinois
$437K +$79.4K +348 +22%
25 26
27
28 29