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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
1
Morgan Stanley
New York
$1.36B
2
Mitsubishi UFJ Asset Management
2
Mitsubishi UFJ Asset Management
Japan
$286M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$181M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$146M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.26B

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$56.3M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$646M
3
Norges Bank
3
Norges Bank
Norway
$1.61B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.96B
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFO
701
RiverGlades Family Offices
Florida
$361K – – –
DWM
702
Drive Wealth Management
Utah
$361K +$27K +123 +8%
MYIA
703
Mount Yale Investment Advisors
Colorado
$360K -$3.07K -14 -0.8%
NICM
704
Neo Ivy Capital Management
New York
$358K +$358K +1,632 New
LFG
705
Lockerman Financial Group
California
$358K – – –
PCS
706
Personal CFO Solutions
New Jersey
$357K -$15.8K -72 -4%
CB
707
Cadence Bank
Mississippi
$355K – – –
AF
708
Advisornet Financial
Minnesota
$354K +$5.49K +25 +2%
LIA
709
LS Investment Advisors
Michigan
$351K – – –
CWAG
710
Compton Wealth Advisory Group
Virginia
$349K – – –
SWP
711
Strategic Wealth Partners
Ohio
$348K -$12.3K -56 -3%
FMLI
712
Fukoku Mutual Life Insurance
Japan
$344K -$126K -575 -27%
BTWM
713
Baker Tilly Wealth Management
Wisconsin
$344K -$1.76K -8 -0.5%
WI
714
Wintrust Investments
Illinois
$344K +$15.6K +71 +5%
PA
715
Pinnacle Associates
New York
$338K +$4.61K +21 +1%
AIM
716
Anchor Investment Management
South Carolina
$337K -$171K -780 -34%
PFP
717
Pinnacle Financial Partners
Tennessee
$334K +$15.6K +71 +5%
SCM
718
Shelton Capital Management
Colorado
$331K +$54.9K +250 +20%
QCG
719
Quadrant Capital Group
Ohio
$330K +$659 +3 +0.2%
SB
720
Strategic Blueprint
Georgia
$330K +$9.44K +43 +3%
UM
721
UniSuper Management
Australia
$329K +$329K +1,500 New
HWA
722
Heritage Wealth Advisors
Virginia
$329K – – –
ONB
723
Old National Bancorp
Indiana
$328K -$275K -1,253 -46%
SIM
724
Sentry Investment Management
Wisconsin
$326K – – –
EH
725
Equitable Holdings
New York
$320K -$3.51K -16 -1%
27 28
29
30 31