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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
CHC
751
City Holding Co
West Virginia
$258K -$17.3K -91 -6%
EB
752
Eastern Bank
Massachusetts
$256K -$88.4K -466 -26%
GL
753
Graypoint LLC
New York
$255K +$253K +1,332 New
MA
754
Mutual Advisors
Nebraska
$253K +$27.7K +146 +12%
DAS
755
Dynamic Advisor Solutions
Arizona
$251K +$249K +1,312 New
WAL
756
W Advisors LLC
Tennessee
$246K -$8.73K -46 -3%
SWM
757
Spire Wealth Management
Virginia
$246K +$109K +573 +80%
FBFS
758
First Business Financial Services
Wisconsin
$244K
WWM
759
Western Wealth Management
Colorado
$244K
PP
760
Patron Partners
Texas
$242K +$8.92K +47 +4%
OHWA
761
Oak Hill Wealth Advisors
Virginia
$241K
ICG
762
InterOcean Capital Group
Tennessee
$241K
KIA
763
KCM Investment Advisors
California
$241K +$5.88K +31 +3%
SCM
764
Shelton Capital Management
Colorado
$240K
TH
765
TCTC Holdings
Texas
$240K +$77.8K +410 +49%
BAM
766
Berkshire Asset Management
Pennsylvania
$238K +$236K +1,243 New
FB
767
Fulton Bank
Pennsylvania
$236K +$234K +1,235 New
BFEC
768
Benjamin F. Edwards & Company
Missouri
$236K -$4.93K -26 -2%
RB
769
Renasant Bank
Mississippi
$232K +$230K +1,214 New
CIA
770
Choate Investment Advisors
Massachusetts
$231K
MLA
771
My Legacy Advisors
Oregon
$229K -$15.4K -81 -6%
HSA
772
HBK Sorce Advisory
Pennsylvania
$224K -$924K -4,870 -81%
CIC
773
Carnegie Investment Counsel
Ohio
$222K -$759 -4 -0.3%
RBC
774
Roble Belko & Company
Pennsylvania
$222K -$25.6K -135 -10%
CI
775
Conning Inc
Connecticut
$222K -$3.04K -16 -1%

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.