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Arthur J. Gallagher & Co

946 hedge funds and large institutions have $34.9B invested in Arthur J. Gallagher & Co in 2023 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 379 increasing their positions, 303 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 72

25% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 303

23.41% more ownership

Funds ownership: 85.98%109.39% (+23%)

3% more funds holding

Funds holding: 919946 (+27)

3% more capital invested

Capital invested by funds: $33.9B → $34.9B (+$975M)

1% less call options, than puts

Call options by funds: $60.1M | Put options by funds: $61M

3% less funds holding in top 10

Funds holding in top 10: 3938 (-1)

Holders
946
Holders Change
+27
Holders Change %
+2.94%
% of All Funds
15.08%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.61%
New
117
Increased
379
Reduced
303
Closed
72
Calls
$60.1M
Puts
$61M
Net Calls
-$875K
Net Calls Change
-$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Amundi
51
Amundi
France
$104M +$4.52M +23,797 +5%
TD Asset Management
52
TD Asset Management
Ontario, Canada
$103M +$33.9M +178,617 +49%
Deutsche Bank
53
Deutsche Bank
Germany
$98.9M -$24.8M -130,634 -20%
ZIM
54
Zacks Investment Management
Illinois
$98.5M +$2.06M +10,871 +2%
Westfield Capital Management
55
Westfield Capital Management
Massachusetts
$97.5M +$3.39M +17,865 +4%
FPCG
56
Fort Pitt Capital Group
Pennsylvania
$95M -$2.85M -15,013 -3%
WHG
57
Westwood Holdings Group
Texas
$94.3M +$16.3M +86,122 +21%
CI
58
Cooper Investors
Australia
$92M -$2.06M -10,883 -2%
BCPEMI
59
Bain Capital Public Equity Management II
Massachusetts
$91.3M +$45M +237,216 +99%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$88.2M -$62.6M -330,058 -42%
FAM
61
Fenimore Asset Management
New York
$88.1M -$3.12M -16,438 -3%
Citadel Advisors
62
Citadel Advisors
Florida
$87.8M +$29.9M +157,850 +52%
ESCM
63
Echo Street Capital Management
New York
$87.7M +$7.51M +39,607 +9%
RFC
64
Regions Financial Corp
Alabama
$84.9M -$1.97M -10,380 -2%
Millennium Management
65
Millennium Management
New York
$83.4M +$26.1M +137,349 +46%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$82.9M +$3.69M +19,424 +5%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$76.4M +$1.84M +9,724 +2%
Point72 Asset Management
68
Point72 Asset Management
Connecticut
$73.5M -$8.92M -47,028 -11%
CAM
69
Close Asset Management
United Kingdom
$71.4M +$22.8M +120,000 +47%
RJA
70
Raymond James & Associates
Florida
$69.7M +$19.7M +103,581 +40%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$67.6M -$2.81M -14,786 -4%
National Pension Service
72
National Pension Service
South Korea
$67.3M +$4.43M +23,348 +7%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$66.9M -$535K -2,822 -0.8%
IMCOOI
74
Investment Management Corp of Ontario (IMCO)
Canada
$65M
Citigroup
75
Citigroup
New York
$65M +$26.3M +138,562 +69%

AJG Hedge Fund Activity: Q1 2023 in Review

946 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q1 2023, worth a combined $34.9B — up 2.9% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new AJG positions and 72 closed out — a net gain of 45 holders — while 379 added to existing stakes and 303 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $414M. The largest seller was Baillie Gifford & Co, cutting an estimated $193M.

  • 946 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q1 2023, up from 919 in Q4 2022.
  • Funds reported $34.9B of Arthur J. Gallagher & Co stock for Q1 2023, up 2.9% quarter-over-quarter.
  • 117 funds opened new Arthur J. Gallagher & Co positions in Q1 2023 and 72 closed out, a net change of +45 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q1 2023 was Boston Partners, an estimated $414M added.
  • The largest Arthur J. Gallagher & Co seller in Q1 2023 was Baillie Gifford & Co, an estimated $193M sold.

Based on aggregated 13F filings for Q1 2023.