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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 %
AWCI
726
Alpine Woods Capital Investors
New York
$426K -$42.7K -190 -9%
NCM
727
Northside Capital Management
Oregon
$425K – – –
SWM
728
Spire Wealth Management
Virginia
$425K +$145K +608 +52%
ACS
729
Archford Capital Strategies
Illinois
$422K -$155K -691 -27%
UM
730
UniSuper Management
Australia
$422K +$62.1K +276 +17%
BMCM
731
Bryn Mawr Capital Management
Pennsylvania
$421K +$421K +1,874 New
CW
732
CreativeOne Wealth
Kansas
$420K +$8.31K +37 +2%
ILI
733
Invesco LLC (Illinois)
Illinois
$418K -$5.62K -25 -1%
PL
734
Perpetual Ltd
Australia
$416K -$167K -742 -29%
SB
735
Simmons Bank
Arkansas
$415K -$675 -3 -0.2%
LSPW
736
Lake Street Private Wealth
Illinois
$414K -$3.82K -17 -0.9%
DWM
737
Drive Wealth Management
Utah
$411K +$16.6K +74 +4%
MSWM
738
Mowery & Schoenfeld Wealth Management
Illinois
$406K +$406K +1,806 New
QCG
739
Quadrant Capital Group
Ohio
$405K +$17.3K +77 +4%
AP
740
Arlington Partners
Alabama
$405K -$1.12K -5 -0.3%
BCWM
741
Bartlett & Co Wealth Management
Ohio
$403K – – –
BCAM
742
Boston Common Asset Management
Massachusetts
$403K -$173K -770 -30%
BC
743
Bartlett & Co
Ohio
$403K – – –
CPC
744
Cookson Peirce & Co
Pennsylvania
$399K +$18.9K +84 +5%
CAG
745
Csenge Advisory Group
Florida
$398K +$11.7K +52 +3%
WI
746
Wintrust Investments
Illinois
$398K -$33.1K -147 -8%
PFP
747
Pinnacle Financial Partners
Tennessee
$395K +$53.3K +237 +16%
SHFA
748
SC&H Financial Advisors
Maryland
$394K -$56.2K -250 -13%
OWP
749
Obermeyer Wealth Partners
Colorado
$389K – – –
PCS
750
Personal CFO Solutions
New Jersey
$389K +$27K +120 +7%
28 29
30
31 32