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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
HWM
726
HB Wealth Management
Georgia
$287K -$372K -1,958 -57%
HWA
727
Heritage Wealth Advisors
Virginia
$287K
WI
728
Wintrust Investments
Illinois
$286K +$55K +290 +24%
SIM
729
Sentry Investment Management
Wisconsin
$284K +$16.1K +85 +6%
MG
730
Mather Group
Illinois
$284K -$1.52K -8 -0.5%
EH
731
Equitable Holdings
New York
$282K +$20.5K +108 +8%
BCM
732
Brookstone Capital Management
Illinois
$281K +$263K +1,385 New
SB
733
Strategic Blueprint
Georgia
$279K +$53.3K +281 +24%
MM
734
MQS Management
New York
$278K -$327K -1,726 -54%
TCOV
735
Trust Company of Vermont
Vermont
$277K +$94.5K +498 +52%
PFPT
736
Pinnacle Financial Partners (Tennessee)
Tennessee
$277K -$111K -586 -29%
MOS
737
MGO One Seven
Ohio
$275K +$273K +1,438 New
JHCP
738
Jackson Hole Capital Partners
Oklahoma
$273K +$271K +1,427 New
LCWP
739
Legacy Capital Wealth Partners
Arkansas
$272K +$270K +1,422 New
BHPW
740
Beverly Hills Private Wealth
California
$271K +$13.1K +69 +5%
SRC
741
Shufro Rose & Co
New York
$268K
LJAC
742
L.J. Altfest & Co
New York
$267K -$1.52K -8 -0.6%
FAM
743
Formidable Asset Management
Ohio
$265K
SFO
744
Stokes Family Office
Louisiana
$265K +$262K +1,383 New
OFS
745
OneAscent Financial Services
Alabama
$264K +$262K +1,379 New
FCP
746
Fidelis Capital Partners
Florida
$263K +$233K +1,228 New
FIA
747
Foundations Investment Advisors
Arizona
$262K +$260K +1,369 New
CT
748
Cambridge Trust
Massachusetts
$261K -$17.8K -94 -6%
CAM
749
Cozad Asset Management
Illinois
$260K -$37.9K -200 -13%
GWANC
750
Guardian Wealth Advisors (North Carolina)
North Carolina
$260K -$759 -4 -0.3%

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.