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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

991 hedge funds and large institutions have $42.2B invested in Arthur J. Gallagher & Co in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 372 increasing their positions, 346 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+23
Holders Change %
+2.38%
% of All Funds
15.8%
Holding in Top 10
53
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.26%
% of All Funds
0.85%
New
95
Increased
372
Reduced
346
Closed
58
Calls
$80.9M
Puts
$64.1M
Net Calls
+$16.8M
Net Calls Change
+$22.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$322M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M
3
BlackRock
BlackRock
New York
+$126M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$81.4M
5
Barclays
Barclays
United Kingdom
+$69.8M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$130M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$110M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$73.3M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$63.9M
5
State Street
State Street
Massachusetts
-$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAL
751
W Advisors LLC
Tennessee
$300K +$6.84K +30 +2%
OFS
752
OneAscent Financial Services
Alabama
$299K +$299K +1,311 New
FBFS
753
First Business Financial Services
Wisconsin
$297K +$6.61K +29 +2%
FFA
754
Farther Finance Advisors
California
$297K +$264K +1,157 +792%
CWM
755
Cahaba Wealth Management
Georgia
$297K -$98.7K -433 -25%
CHC
756
City Holding Co
West Virginia
$296K -$11.4K -50 -4%
WWM
757
Western Wealth Management
Colorado
$296K +$5.01K +22 +2%
ICG
758
InterOcean Capital Group
Tennessee
$294K -$3.42K -15 -1%
WF
759
Wayfinding Financial
Washington
$294K +$14.8K +66 +5%
TCOV
760
Trust Company of Vermont
Vermont
$294K -$21.7K -95 -7%
DLA
761
Douglas Lane & Associates
New York
$291K +$49K +215 +20%
CWM
762
Connecticut Wealth Management
Connecticut
$287K +$287K +1,260 New
TH
763
TCTC Holdings
Texas
$286K – – –
SIM
764
Sentry Investment Management
Wisconsin
$284K -$53.9K -237 -16%
JCM
765
Jacobi Capital Management
Pennsylvania
$281K +$281K +1,234 New
HSA
766
HBK Sorce Advisory
Pennsylvania
$280K +$10.5K +46 +4%
PRS
767
Pinkerton Retirement Specialists
Idaho
$278K -$318K -1,394 -53%
MOS
768
MGO One Seven
Ohio
$276K -$53.8K -236 -16%
TPM
769
Triasima Portfolio Management
Quebec, Canada
$276K +$98K +430 +55%
SW
770
SteelPeak Wealth
California
$274K +$9.35K +41 +4%
NICM
771
Neo Ivy Capital Management
New York
$274K -$97.4K -428 -26%
ST
772
Spinnaker Trust
Maine
$272K +$44.4K +195 +20%
AAIS
773
ABN AMRO Investment Solutions
$272K +$272K +1,195 New
FIA
774
Foundations Investment Advisors
Arizona
$271K +$4.79K +21 +2%
APW
775
Austin Private Wealth
Texas
$271K +$45.4K +199 +20%
29 30
31
32 33