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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
GVAG
776
Great Valley Advisor Group
Delaware
$221K +$219K +1,155 New
GA
777
Geller Advisors
New York
$219K +$217K +1,146 New
CC
778
Centiva Capital
New York
$218K -$918K -4,837 -81%
MWM
779
Mission Wealth Management
California
$215K +$3.6K +19 +2%
CAG
780
Csenge Advisory Group
Florida
$214K +$213K +1,120 New
EM
781
Excalibur Management
Massachusetts
$212K +$210K +1,109 New
TW
782
Transform Wealth
Colorado
$211K -$10.6K -56 -5%
CG
783
Colony Group
Massachusetts
$211K -$759 -4 -0.4%
IIC
784
Ironwood Investment Counsel
Arizona
$210K
PCM
785
Penserra Capital Management
California
$207K -$2.79M -14,693 -93%
SWM
786
SeaCrest Wealth Management
New York
$206K +$1.52K +8 +0.7%
WF
787
Wayfinding Financial
Washington
$206K +$205K +1,079 New
OCBCO
788
Oversea-Chinese Banking Corp (OCBC)
Singapore
$206K
CS
789
Comerica Securities
Michigan
$205K +$34.7K +183 +21%
PWMAG
790
Pinnacle Wealth Management Advisory Group
New Jersey
$205K +$203K +1,072 New
EF
791
Empowered Funds
Pennsylvania
$204K +$203K +1,068 New
OWA
792
Opal Wealth Advisors
New York
$203K +$201K +1,062 New
SFS
793
Sowell Financial Services
Arkansas
$202K +$200K +1,054 New
GBT
794
Grove Bank & Trust
Florida
$201K -$140K -740 -41%
SXL
795
Summit X LLC
Missouri
$201K +$199K +1,049 New
CAM
796
Claret Asset Management
Quebec, Canada
$200K +$198K +1,046 New
GC
797
Garde Capital
Washington
$191K
OCM
798
Osterweis Capital Management
California
$185K
WOC
799
West Oak Capital
California
$184K +$19K +100 +12%
IA
800
IFP Advisors
Florida
$159K +$255K +1,346 +43%

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.