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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 %
BFEC
776
Benjamin F. Edwards & Company
Missouri
$271K – – –
SWM
777
Spire Wealth Management
Virginia
$267K -$911 -4 -0.3%
RBC
778
Roble Belko & Company
Pennsylvania
$265K – – –
CIC
779
Carnegie Investment Counsel
Ohio
$265K – – –
OHWA
780
Oak Hill Wealth Advisors
Virginia
$264K – – –
TI
781
Truepoint Inc
Ohio
$263K +$263K +1,155 New
RB
782
Renasant Bank
Mississippi
$263K +$24.4K +107 +10%
MWM
783
Mission Wealth Management
California
$263K +$228 +1 +0.1%
SG
784
StoneX Group
New York
$263K -$4.1K -18 -2%
OWM
785
OneAscent Wealth Management
Alabama
$262K +$262K +1,151 New
GWANC
786
Guardian Wealth Advisors (North Carolina)
North Carolina
$256K -$23.2K -102 -8%
EM
787
Excalibur Management
Massachusetts
$253K – – –
KIA
788
KCM Investment Advisors
California
$253K -$1.37K -6 -0.5%
CG
789
Colony Group
Massachusetts
$251K -$2.05K -9 -0.8%
SWM
790
SeaCrest Wealth Management
New York
$251K +$912 +4 +0.4%
MWM
791
Modera Wealth Management
New Jersey
$250K +$684 +3 +0.3%
PWM
792
Perigon Wealth Management
California
$248K +$248K +1,088 New
Los Angeles Capital Management
793
Los Angeles Capital Management
California
$248K +$5.7K +25 +2%
PWMAG
794
Pinnacle Wealth Management Advisory Group
New Jersey
$246K – – –
DCM
795
Donaldson Capital Management
Indiana
$246K -$1.37K -6 -0.6%
RIA
796
Regal Investment Advisors
Michigan
$244K +$22.3K +98 +10%
KA
797
KLCM Advisors
Wisconsin
$241K +$1.37K +6 +0.6%
LGF
798
LGT Group Foundation
Liechtenstein
$240K +$240K +1,066 New
CCIA
799
Cherry Creek Investment Advisors
Colorado
$237K +$684 +3 +0.3%
SEC
800
Seven Eight Capital
New York
$236K +$236K +1,037 New
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32
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