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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 %
BHCM
776
Brevan Howard Capital Management
Jersey
$351K +$351K +1,562 New
HPM
777
Hoxton Planning & Management
West Virginia
$350K -$65.7K -292 -16%
IWC
778
Integrated Wealth Concepts
Massachusetts
$350K -$310K -1,376 -47%
PA
779
Procyon Advisors
Connecticut
$350K +$18.4K +82 +6%
EH
780
Equitable Holdings
New York
$344K +$12.1K +54 +4%
OWA
781
Opal Wealth Advisors
New York
$341K +$40.5K +180 +13%
SCM
782
Shelton Capital Management
Colorado
$339K – – –
HWA
783
Heritage Wealth Advisors
Virginia
$337K – – –
NP
784
NorthRock Partners
Minnesota
$337K +$337K +1,497 New
BBA
785
Braun-Bostich & Associates
Pennsylvania
$333K +$333K +1,483 New
CWM
786
Centric Wealth Management
Illinois
$332K +$3.54K +15 +1%
NL
787
NVWM LLC
Pennsylvania
$331K +$2.02K +9 +0.6%
PA
788
Pinnacle Associates
New York
$330K -$19.8K -88 -6%
LF
789
Lantz Financial
Illinois
$329K +$329K +1,462 New
MA
790
Mutual Advisors
Nebraska
$323K +$1.35K +6 +0.4%
CIA
791
Choate Investment Advisors
Massachusetts
$323K +$10.1K +45 +3%
FCP
792
Fidelis Capital Partners
Florida
$321K +$22.7K +101 +8%
SRC
793
Shufro Rose & Co
New York
$319K – – –
FHA
794
First Horizon Advisors
Tennessee
$317K -$59K -262 -16%
MWM
795
Mission Wealth Management
California
$316K +$56.4K +251 +22%
RFG
796
RFP Financial Group
Georgia
$315K – – –
FB
797
Fulton Bank
Pennsylvania
$315K -$36.7K -163 -10%
SB
798
Strategic Blueprint
Georgia
$312K -$18.4K -82 -6%
TCOV
799
Trust Company of Vermont
Vermont
$311K +$21.6K +96 +7%
HT
800
Headlands Technologies
Illinois
$311K +$311K +1,381 New
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