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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

915 hedge funds and large institutions have $33.9B invested in Arthur J. Gallagher & Co in 2022 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 316 increasing their positions, 313 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+55
Holders Change %
+6.4%
% of All Funds
14.76%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.63%
New
124
Increased
316
Reduced
313
Closed
48
Calls
$51.2M
Puts
$25.7M
Net Calls
+$25.5M
Net Calls Change
+$3.51M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$283M
2
Morgan Stanley
Morgan Stanley
New York
+$117M
3
AI
Axiom Investors
Connecticut
+$116M
4
BlackRock
BlackRock
New York
+$75.8M
5
American Century Companies
American Century Companies
Missouri
+$73.5M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$296M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$221M
3
CIP
Champlain Investment Partners
Vermont
-$88.7M
4
APG Asset Management
APG Asset Management
Netherlands
-$78.5M
5
FPP
Findlay Park Partners
United Kingdom
-$75.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LJAC
701
L.J. Altfest & Co
New York
$264K -$6.4K -34 -2%
SIM
702
Sentry Investment Management
Wisconsin
$264K +$11.1K +59 +4%
SRC
703
Shufro Rose & Co
New York
$264K – – –
RFG
704
RFP Financial Group
Georgia
$264K +$264K +1,400 New
FAM
705
Formidable Asset Management
Ohio
$258K – – –
EH
706
Equitable Holdings
New York
$258K +$1.13K +6 +0.4%
GWANC
707
Guardian Wealth Advisors (North Carolina)
North Carolina
$257K – – –
BHPW
708
Beverly Hills Private Wealth
California
$254K +$254K +1,346 New
FRM
709
Fox Run Management
Connecticut
$253K +$253K +1,343 New
EWM
710
Empirical Wealth Management
Washington
$252K +$252K +1,339 New
WAL
711
W Advisors LLC
Tennessee
$252K +$6.41K +34 +3%
DWM
712
Drive Wealth Management
Utah
$246K +$246K +1,307 New
OAM
713
Oppenheimer Asset Management
New York
$245K -$83.3K -442 -25%
RBC
714
Roble Belko & Company
Pennsylvania
$245K -$4.72K -25 -2%
CA
715
Commerzbank Aktiengesellschaft
Germany
$245K – – –
KPWS
716
Kestra Private Wealth Services
Texas
$243K -$109K -580 -31%
MLA
717
My Legacy Advisors
Oregon
$242K -$9.87K -51 -4%
FBFS
718
First Business Financial Services
Wisconsin
$241K – – –
WWM
719
Western Wealth Management
Colorado
$240K -$274K -1,453 -53%
EGM
720
Engineers Gate Manager
New York
$240K -$2.02M -10,698 -89%
BFEC
721
Benjamin F. Edwards & Company
Missouri
$238K +$78.6K +416 +49%
OHWA
722
Oak Hill Wealth Advisors
Virginia
$237K +$237K +1,259 New
ICG
723
InterOcean Capital Group
Tennessee
$237K -$10.2K -54 -4%
SCM
724
Shelton Capital Management
Colorado
$237K -$18.9K -100 -7%
GG
725
Gofen & Glossberg
Illinois
$235K +$6.21K +33 +3%
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