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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 %
MYIA
676
Mount Yale Investment Advisors
Colorado
$433K +$59.5K +261 +16%
SC
677
Syon Capital
California
$433K +$433K +1,898 New
NCM
678
Northside Capital Management
Oregon
$431K – – –
ILI
679
Invesco LLC (Illinois)
Illinois
$429K +$6.38K +28 +2%
LSPW
680
Lake Street Private Wealth
Illinois
$429K – – –
ACA
681
Aptus Capital Advisors
Alabama
$429K +$113K +497 +36%
VA
682
Vident Advisory
Georgia
$428K +$428K +1,877 New
SB
683
Simmons Bank
Arkansas
$421K +$30.5K +134 +8%
HPM
684
Hoxton Planning & Management
West Virginia
$421K -$2.73K -12 -0.6%
CW
685
CreativeOne Wealth
Kansas
$418K -$252K -1,106 -38%
VC
686
Vestor Capital
Illinois
$416K -$16.9K -74 -4%
AP
687
Arlington Partners
Alabama
$411K -$64.7K -284 -14%
AT
688
Arlington Trust
Alabama
$411K +$411K +1,805 New
BCWM
689
Bartlett & Co Wealth Management
Ohio
$411K – – –
BC
690
Bartlett & Co
Ohio
$411K – – –
ECG
691
Edge Capital Group
Georgia
$409K – – –
WBC
692
West Branch Capital
Massachusetts
$406K – – –
KIA
693
KLR Investment Advisors
Rhode Island
$404K -$25.8K -135 -6%
MFG
694
Menard Financial Group
Texas
$404K -$13.2K -58 -3%
DWM
695
Drive Wealth Management
Utah
$400K +$24.8K +109 +7%
OWP
696
Obermeyer Wealth Partners
Colorado
$395K – – –
QCG
697
Quadrant Capital Group
Ohio
$393K +$50.8K +223 +15%
SP
698
Successful Portfolios
Florida
$393K -$912 -4 -0.2%
IFS
699
Ifrah Financial Services
Arkansas
$392K -$10.3K -45 -3%
CAG
700
Csenge Advisory Group
Florida
$392K -$11.2K -49 -3%
26 27
28
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