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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

860 hedge funds and large institutions have $31.1B invested in Arthur J. Gallagher & Co in 2022 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 299 increasing their positions, 289 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
860
Holders Change
+43
Holders Change %
+5.26%
% of All Funds
14.87%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.67%
New
108
Increased
299
Reduced
289
Closed
52
Calls
$47.8M
Puts
$25.8M
Net Calls
+$22M
Net Calls Change
-$4.55M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.68B
2
WCM Investment Management
WCM Investment Management
California
$436M
3
Capital World Investors
Capital World Investors
California
$107M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$85.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$948M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.17B
2
CIP
Champlain Investment Partners
Vermont
$194M
3
JCM
Junto Capital Management
New York
$0
4
BBHC
Brown Brothers Harriman & Co
New York
$368M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$527M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
801
Washington Trust Advisors
Massachusetts
$12K – – –
LFG
802
Larson Financial Group
Missouri
$12K – – –
BHWM
803
Beaird Harris Wealth Management
Texas
$12K – – –
SBL
804
Sargent Bickham Lagudis
Colorado
$11K – – –
MWM
805
Mascoma Wealth Management
New Hampshire
$11K – – –
CAC
806
Core Alternative Capital
Georgia
$11K – – –
Jones Financial Companies
807
Jones Financial Companies
Missouri
$10K – – –
UCB
808
United Community Bank
South Carolina
$9.42K – – –
BIA
809
Bell Investment Advisors
California
$9K +$1.06K +6 +13%
PG
810
Proffitt & Goodson
Tennessee
$8K -$12.7K -76 -61%
WWM
811
Wolff Wiese Magana
California
$8K -$1.63K -10 -17%
OLVIG
812
Oliver Lagore Vanvalin Investment Group
Michigan
$8K +$8K +44 New
GFPC
813
Global Financial Private Client
Florida
$7.59K – – –
MFT
814
Moisand Fitzgerald Tamayo
Florida
$7K – – –
DWP
815
Destiny Wealth Partners
Florida
$7K – – –
HR
816
Howe & Rusling
New York
$7K +$7K +40 New
CCM
817
Covington Capital Management
California
$7K +$7K +42 New
CAL
818
Capital Analysts LLC
Pennsylvania
$6K +$6K +36 New
DBG
819
De Burlo Group
Massachusetts
$5.65K +$5.65K +33 New
TSWM
820
Tyler-Stone Wealth Management
Ohio
$5K – – –
EBA
821
Eagle Bay Advisors
New York
$5K – – –
AAP
822
Arax Advisory Partners
Colorado
$5K +$833 +5 +20%
Parallax Volatility Advisers
823
Parallax Volatility Advisers
California
$5K +$938 +6 +23%
MDCM
824
Morgan Dempsey Capital Management
Wisconsin
$5K +$5K +28 New
PWS
825
Paragon Wealth Strategies
Florida
$5K +$5K +30 New
31 32
33
34 35