AJG icon

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 %
LFA
751
Longview Financial Advisors
Alabama
$389K +$389K +1,728 New
WSTAM
752
Wilbanks Smith & Thomas Asset Management
Virginia
$388K +$4.27K +19 +1%
RFO
753
RiverGlades Family Offices
Florida
$388K – – –
SP
754
Successful Portfolios
Florida
$387K -$675 -3 -0.2%
DAS
755
Dynamic Advisor Solutions
Arizona
$386K +$66.7K +296 +21%
ANTB
756
AMG National Trust Bank
Colorado
$382K – – –
PWLP
757
Prio Wealth Limited Partnership
Massachusetts
$381K – – –
VC
758
Vestor Capital
Illinois
$381K -$29.3K -130 -7%
IFU
759
iSAM Funds (UK)
United Kingdom
$381K +$381K +1,693 New
CB
760
Cadence Bank
Mississippi
$380K – – –
IFS
761
Ifrah Financial Services
Arkansas
$379K -$7.2K -32 -2%
MIM
762
Miller Investment Management
Pennsylvania
$376K – – –
SWP
763
Strategic Wealth Partners
Ohio
$373K +$7.87K +35 +2%
MYIA
764
Mount Yale Investment Advisors
Colorado
$371K -$56K -249 -13%
RMCM
765
Reynders McVeigh Capital Management
Massachusetts
$371K – – –
LFG
766
Lockerman Financial Group
California
$367K – – –
PMSA
767
Patrick M. Sweeney & Associates
Illinois
$365K +$365K +1,623 New
LIA
768
LS Investment Advisors
Michigan
$360K – – –
ACA
769
Aptus Capital Advisors
Alabama
$360K -$63.4K -282 -15%
CWAG
770
Compton Wealth Advisory Group
Virginia
$358K – – –
PP
771
Patron Partners
Texas
$356K +$17.8K +79 +5%
WBC
772
West Branch Capital
Massachusetts
$355K -$45K -200 -11%
RWA
773
River Wealth Advisors
Pennsylvania
$355K -$10.6K -47 -3%
GL
774
Graypoint LLC
New York
$353K +$27.7K +123 +8%
LCWP
775
Legacy Capital Wealth Partners
Arkansas
$353K -$4.5K -20 -1%
29 30
31
32 33