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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 %
WSTAM
701
Wilbanks Smith & Thomas Asset Management
Virginia
$389K -$165K -724 -30%
ANTB
702
AMG National Trust Bank
Colorado
$387K – – –
PWLP
703
Prio Wealth Limited Partnership
Massachusetts
$387K – – –
CPC
704
Cookson Peirce & Co
Pennsylvania
$386K -$22.6K -99 -6%
CB
705
Cadence Bank
Mississippi
$385K +$16.9K +74 +5%
MIM
706
Miller Investment Management
Pennsylvania
$381K – – –
FHA
707
First Horizon Advisors
Tennessee
$381K -$4.33K -19 -1%
Qube Research & Technologies (QRT)
708
Qube Research & Technologies (QRT)
United Kingdom
$378K -$24.5M -107,657 -98%
RMCM
709
Reynders McVeigh Capital Management
Massachusetts
$376K -$34.2K -150 -8%
RFO
710
RiverGlades Family Offices
Florida
$375K – – –
LFG
711
Lockerman Financial Group
California
$372K – – –
RWA
712
River Wealth Advisors
Pennsylvania
$370K -$53.6K -235 -13%
SWP
713
Strategic Wealth Partners
Ohio
$370K +$8.21K +36 +2%
PCS
714
Personal CFO Solutions
New Jersey
$367K -$3.42K -15 -0.9%
LIA
715
LS Investment Advisors
Michigan
$365K – – –
UM
716
UniSuper Management
Australia
$365K +$22.8K +100 +7%
CWAG
717
Compton Wealth Advisory Group
Virginia
$363K – – –
LCWP
718
Legacy Capital Wealth Partners
Arkansas
$362K +$362K +1,588 New
FMLI
719
Fukoku Mutual Life Insurance
Japan
$357K – – –
FB
720
Fulton Bank
Pennsylvania
$356K +$31.5K +138 +10%
AIM
721
Anchor Investment Management
South Carolina
$356K +$5.92K +26 +2%
PA
722
Pinnacle Associates
New York
$354K +$3.19K +14 +0.9%
EB
723
Eastern Bank
Massachusetts
$350K +$44.4K +195 +15%
PFP
724
Pinnacle Financial Partners
Tennessee
$346K – – –
VFA
725
Values First Advisors
Tennessee
$346K -$55.4K -243 -14%
27 28
29
30 31