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Arthur J. Gallagher & Co

941 hedge funds and large institutions have $34.9B invested in Arthur J. Gallagher & Co in 2023 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 376 increasing their positions, 302 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+26
Holders Change %
+2.84%
% of All Funds
15.06%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.61%
New
116
Increased
376
Reduced
302
Closed
72
Calls
$60.1M
Puts
$61M
Net Calls
-$875K
Net Calls Change
-$26.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
776
Mission Wealth Management
California
$215K +$3.63K +19 +2%
CAG
777
Csenge Advisory Group
Florida
$214K +$214K +1,120 New
EM
778
Excalibur Management
Massachusetts
$212K +$212K +1,109 New
TW
779
Transform Wealth
Colorado
$211K -$10.7K -56 -5%
CG
780
Colony Group
Massachusetts
$211K -$764 -4 -0.4%
IIC
781
Ironwood Investment Counsel
Arizona
$210K
PCM
782
Penserra Capital Management
California
$207K -$2.8M -14,693 -93%
SWM
783
SeaCrest Wealth Management
New York
$206K +$1.53K +8 +0.7%
WF
784
Wayfinding Financial
Washington
$206K +$206K +1,079 New
OCBCO
785
Oversea-Chinese Banking Corp (OCBC)
Singapore
$206K
CS
786
Comerica Securities
Michigan
$205K +$35K +183 +21%
PWMAG
787
Pinnacle Wealth Management Advisory Group
New Jersey
$205K +$205K +1,072 New
EF
788
Empowered Funds
Pennsylvania
$204K +$204K +1,068 New
OWA
789
Opal Wealth Advisors
New York
$203K +$203K +1,062 New
SFS
790
Sowell Financial Services
Arkansas
$202K +$202K +1,054 New
GBT
791
Grove Bank & Trust
Florida
$201K -$142K -740 -41%
SXL
792
Summit X LLC
Missouri
$201K +$201K +1,049 New
CAM
793
Claret Asset Management
Quebec, Canada
$200K +$200K +1,046 New
GC
794
Garde Capital
Washington
$191K
OCM
795
Osterweis Capital Management
California
$185K
WOC
796
West Oak Capital
California
$184K +$19.1K +100 +12%
IA
797
IFP Advisors
Florida
$159K +$48K +1,346 +43%
EWA
798
EverSource Wealth Advisors
Alabama
$158K +$13.6K +71 +9%
BTI
799
Blue Trust Inc
Georgia
$156K +$15.3K +81 +11%
PK
800
Pflug Koory
Nebraska
$148K