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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 %
IIM
701
Intact Investment Management
Quebec, Canada
$495K +$495K +2,200 New
DGAM
702
Desjardins Global Asset Management
Quebec, Canada
$486K -$312K -1,386 -39%
OC
703
Oakworth Capital
Alabama
$486K +$36K +160 +8%
ST
704
Somerset Trust
Pennsylvania
$486K -$143K -636 -23%
KWM
705
Kolinsky Wealth Management
New Jersey
$484K +$42.1K +187 +10%
CCG
706
Catalina Capital Group
California
$477K +$477K +2,120 New
CTA
707
Colonial Trust Advisors
South Carolina
$476K – – –
AT
708
Arlington Trust
Alabama
$473K +$67.5K +300 +17%
ST
709
Smithfield Trust
Pennsylvania
$473K – – –
PFA
710
Pathway Financial Advisors
Vermont
$472K – – –
DWT
711
Dorsey & Whitney Trust
South Dakota
$471K +$1.57K +7 +0.3%
P
712
Pitcairn
Pennsylvania
$469K +$26.8K +119 +6%
EI
713
Ellevest Inc
New York
$468K -$1.35K -6 -0.3%
BCA
714
Bay Colony Advisors
Massachusetts
$463K -$117K -520 -20%
CI
715
CX Institutional
Indiana
$463K -$3.6K -16 -0.8%
SAM
716
Shell Asset Management
Netherlands
$461K – – –
BWP
717
Balboa Wealth Partners
Arizona
$456K -$60.9K -271 -12%
Acadian Asset Management
718
Acadian Asset Management
Massachusetts
$451K -$369K -1,646 -45%
BFO
719
Biltmore Family Office
North Carolina
$450K – – –
HKAM
720
Horizon Kinetics Asset Management
New York
$449K -$31K -138 -6%
FIM
721
Freedom Investment Management
Connecticut
$449K -$186K -828 -29%
IAS
722
Insigneo Advisory Services
Florida
$447K +$447K +1,986 New
SOS
723
Silver Oak Securities
Tennessee
$446K +$446K +1,984 New
PCM
724
Penserra Capital Management
California
$437K -$923K -4,116 -68%
MFS
725
Mirabella Financial Services
United Kingdom
$428K +$428K +1,901 New
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29
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