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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 %
VAS
676
Vestmark Advisory Solutions
Massachusetts
$401K -$38.9K -177 -9%
P
677
Pitcairn
Pennsylvania
$399K -$27.9K -127 -7%
SFO
678
Stokes Family Office
Louisiana
$399K +$95.5K +435 +31%
BCWM
679
Bartlett & Co Wealth Management
Ohio
$396K – – –
BC
680
Bartlett & Co
Ohio
$396K – – –
RMCM
681
Reynders McVeigh Capital Management
Massachusetts
$395K -$43.9K -200 -10%
ECG
682
Edge Capital Group
Georgia
$394K +$394K +1,794 New
CPC
683
Cookson Peirce & Co
Pennsylvania
$393K +$1.76K +8 +0.4%
WBC
684
West Branch Capital
Massachusetts
$391K – – –
CAG
685
Csenge Advisory Group
Florida
$388K +$142K +647 +58%
IFS
686
Ifrah Financial Services
Arkansas
$387K -$8.12K -37 -2%
VFA
687
Values First Advisors
Tennessee
$386K +$6.37K +29 +2%
EF
688
Empowered Funds
Pennsylvania
$381K +$147K +669 +63%
EST
689
EA Series Trust
Pennsylvania
$381K +$381K +1,737 New
CWM
690
Cahaba Wealth Management
Georgia
$381K -$14.7K -67 -4%
OWP
691
Obermeyer Wealth Partners
Colorado
$380K – – –
Capstone Investment Advisors
692
Capstone Investment Advisors
New York
$380K +$380K +1,729 New
SP
693
Successful Portfolios
Florida
$379K -$20.6K -94 -5%
SB
694
Simmons Bank
Arkansas
$376K +$22.4K +102 +6%
ANTB
695
AMG National Trust Bank
Colorado
$373K – – –
CGL
696
Clarius Group LLC
Washington
$373K +$9.88K +45 +3%
PWLP
697
Prio Wealth Limited Partnership
Massachusetts
$372K – – –
FHA
698
First Horizon Advisors
Tennessee
$371K -$10.5K -48 -3%
MIM
699
Miller Investment Management
Pennsylvania
$367K – – –
HWM
700
HB Wealth Management
Georgia
$367K +$38K +173 +12%
26 27
28
29 30