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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

968 hedge funds and large institutions have $39.9B invested in Arthur J. Gallagher & Co in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 339 increasing their positions, 367 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
+27
Holders Change %
+2.87%
% of All Funds
15.27%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.68%
New
95
Increased
339
Reduced
367
Closed
63
Calls
$67.5M
Puts
$73.3M
Net Calls
-$5.8M
Net Calls Change
-$4.92M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.36B
2
Mitsubishi UFJ Asset Management
2
Mitsubishi UFJ Asset Management
Japan
$286M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$181M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$146M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.26B

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$56.3M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$646M
3
Norges Bank
3
Norges Bank
Norway
$1.61B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.96B
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBFS
751
First Business Financial Services
Wisconsin
$280K – – –
WWM
752
Western Wealth Management
Colorado
$280K – – –
4WM
753
44 Wealth Management
Oregon
$276K -$111K -506 -29%
TH
754
TCTC Holdings
Texas
$275K – – –
LJAC
755
L.J. Altfest & Co
New York
$272K -$34.5K -157 -11%
GWANC
756
Guardian Wealth Advisors (North Carolina)
North Carolina
$269K -$29K -132 -10%
QCM
757
Quantinno Capital Management
New York
$269K +$269K +1,226 New
WF
758
Wayfinding Financial
Washington
$268K +$35.2K +163 +15%
CIA
759
Choate Investment Advisors
Massachusetts
$267K +$2.2K +10 +0.8%
OWA
760
Opal Wealth Advisors
New York
$264K +$31K +141 +13%
BFEC
761
Benjamin F. Edwards & Company
Missouri
$261K -$10.3K -47 -4%
HSA
762
HBK Sorce Advisory
Pennsylvania
$260K +$3.07K +14 +1%
SWM
763
Spire Wealth Management
Virginia
$258K -$23.9K -109 -8%
GVAG
764
Great Valley Advisor Group
Delaware
$257K +$4.38K +20 +2%
SG
765
StoneX Group
New York
$257K -$117K -531 -31%
FIA
766
Foundations Investment Advisors
Arizona
$257K -$43.7K -199 -15%
SW
767
SteelPeak Wealth
California
$255K +$255K +1,162 New
CIC
768
Carnegie Investment Counsel
Ohio
$255K -$220 -1 -0.1%
RBC
769
Roble Belko & Company
Pennsylvania
$255K – – –
OHWA
770
Oak Hill Wealth Advisors
Virginia
$255K -$22K -100 -8%
MWM
771
Mission Wealth Management
California
$253K +$6.15K +28 +2%
SWS
772
SYSTM Wealth Solutions
Illinois
$252K +$252K +1,150 New
GA
773
Geller Advisors
New York
$248K -$3.51K -16 -1%
KIA
774
KCM Investment Advisors
California
$245K -$31.6K -144 -11%
CG
775
Colony Group
Massachusetts
$244K +$1.1K +5 +0.5%
29 30
31
32 33