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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 %
TSS
676
Two Sigma Securities
New York
$542K +$542K +2,411 New
TAM
677
Trust Asset Management
Texas
$541K – – –
AIP
678
Ameritas Investment Partners
Nebraska
$539K -$19.8K -88 -4%
FC
679
Forte Capital
New York
$539K +$9.9K +44 +2%
RC
680
Roundview Capital
New Jersey
$537K – – –
MAS
681
Meeder Advisory Services
Ohio
$531K -$12.4K -55 -2%
AIM
682
Anchor Investment Management
South Carolina
$531K +$180K +800 +51%
FFM
683
Forum Financial Management
Illinois
$526K – – –
MA
684
Montag & Associates
Georgia
$517K – – –
PFC
685
Phocas Financial Corp
California
$517K – – –
CG
686
Clifford Group
Massachusetts
$517K -$450 -2 -0.1%
ISL
687
Ingalls & Snyder LLC
New York
$516K -$1.58K -7 -0.3%
SPIA
688
Steward Partners Investment Advisory
New York
$515K +$58.7K +261 +13%
MSWM
689
McGlone Suttner Wealth Management
Wisconsin
$514K +$19.8K +88 +4%
OFS
690
OneAscent Financial Services
Alabama
$512K +$217K +965 +74%
SYBT
691
Stock Yards Bank & Trust
Kentucky
$510K +$675 +3 +0.1%
CCB
692
Country Club Bank
Missouri
$509K – – –
CI
693
Cigna Investments
Connecticut
$508K – – –
HWM
694
HB Wealth Management
Georgia
$499K +$20.5K +91 +4%
QI
695
Qtron Investments
Massachusetts
$498K – – –
LOPW
696
Live Oak Private Wealth
North Carolina
$498K +$45K +200 +10%
KeyBank National Association
697
KeyBank National Association
Ohio
$496K +$9.9K +44 +2%
KIA
698
KLR Investment Advisors
Rhode Island
$496K +$21.6K +96 +5%
IA
699
IFP Advisors
Florida
$495K -$75.8K -337 -13%
TTWM
700
TCV Trust & Wealth Management
Virginia
$495K – – –
26 27
28
29 30