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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 %
EM
776
Excalibur Management
Massachusetts
$244K – – –
IIC
777
Ironwood Investment Counsel
Arizona
$242K – – –
SWM
778
SeaCrest Wealth Management
New York
$241K +$4.39K +20 +2%
AG
779
Ascent Group
Virginia
$241K -$138K -627 -36%
MWM
780
Modera Wealth Management
New Jersey
$240K +$240K +1,095 New
TW
781
Transform Wealth
Colorado
$238K -$3.95K -18 -2%
DCM
782
Donaldson Capital Management
Indiana
$238K +$238K +1,085 New
TF
783
Trek Financial
Arizona
$238K +$238K +1,084 New
PWMAG
784
Pinnacle Wealth Management Advisory Group
New Jersey
$237K +$1.76K +8 +0.7%
CT
785
Cambridge Trust
Massachusetts
$234K -$65.7K -299 -22%
Los Angeles Capital Management
786
Los Angeles Capital Management
California
$233K -$404K -1,841 -63%
DLA
787
Douglas Lane & Associates
New York
$233K +$233K +1,062 New
MC
788
Machina Capital
France
$232K +$232K +1,055 New
KA
789
KLCM Advisors
Wisconsin
$231K +$231K +1,052 New
RB
790
Renasant Bank
Mississippi
$230K -$36.7K -167 -14%
CCIA
791
Cherry Creek Investment Advisors
Colorado
$227K +$227K +1,035 New
TPM
792
Triasima Portfolio Management
Quebec, Canada
$227K +$227K +780 New
GBT
793
Grove Bank & Trust
Florida
$226K -$4.61K -21 -2%
VWA
794
V Wealth Advisors
Kansas
$226K +$226K +1,029 New
IWN
795
Independent Wealth Network
Iowa
$225K +$225K +1,027 New
Connor, Clark & Lunn Investment Management (CC&L)
796
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$225K -$161K -731 -42%
JIC
797
Johnson Investment Counsel
Ohio
$225K +$225K +1,026 New
T
798
TOBAM
France
$225K +$225K +1,023 New
WFI
799
West Family Investments
California
$222K +$222K +1,011 New
JWCA
800
J.W. Cole Advisors
Florida
$222K +$222K +1,011 New
30 31
32
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