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Arthur J. Gallagher & Co

946 hedge funds and large institutions have $34.9B invested in Arthur J. Gallagher & Co in 2023 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 379 increasing their positions, 303 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 72

25% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 303

23.41% more ownership

Funds ownership: 85.98%109.39% (+23%)

3% more funds holding

Funds holding: 919946 (+27)

3% more capital invested

Capital invested by funds: $33.9B → $34.9B (+$975M)

1% less call options, than puts

Call options by funds: $60.1M | Put options by funds: $61M

3% less funds holding in top 10

Funds holding in top 10: 3938 (-1)

Holders
946
Holders Change
+27
Holders Change %
+2.94%
% of All Funds
15.08%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.61%
New
117
Increased
379
Reduced
303
Closed
72
Calls
$60.1M
Puts
$61M
Net Calls
-$875K
Net Calls Change
-$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
801
EverSource Wealth Advisors
Alabama
$158K +$13.5K +71 +9%
BTI
802
Blue Trust Inc
Georgia
$156K +$15.4K +81 +11%
PK
803
Pflug Koory
Nebraska
$148K
TAM
804
Tucker Asset Management
Colorado
$143K +$3.6K +19 +3%
TC
805
Trust Company
Kansas
$141K
HIA
806
Harbor Investment Advisory
Maryland
$136K
GCM
807
Gables Capital Management
Florida
$131K
AAS
808
Ameritas Advisory Services
Nebraska
$129K +$119K +629 New
PPWM
809
PFG Private Wealth Management
Florida
$126K +$125K +657 New
PMEF
810
Point72 Middle East FZE
United Arab Emirates
$123K -$376K -1,980 -75%
Acadian Asset Management
811
Acadian Asset Management
Massachusetts
$121K -$649K -3,423 -84%
LWP
812
Lumature Wealth Partners
Georgia
$120K -$1.71K -9 -1%
HPC
813
HM Payson & Co
Maine
$119K
BWM
814
BerganKDV Wealth Management
Minnesota
$118K
MPWT
815
MassMutual Private Wealth & Trust
Connecticut
$115K +$18K +95 +19%
AA
816
Alta Advisers
United Kingdom
$115K
LC
817
Lindbrook Capital
California
$114K +$16.3K +86 +17%
FAM
818
Fred Alger Management
New York
$107K +$64.7K +341 +155%
AP
819
Atwood & Palmer
Missouri
$105K
HI
820
Harbour Investments
Wisconsin
$103K +$5.69K +30 +6%
CFFP
821
Center for Financial Planning
Michigan
$102K
KFI
822
Key Financial Inc
Pennsylvania
$102K
DMBA
823
Deseret Mutual Benefit Administrators
Utah
$100K
CT
824
Caldwell Trust
Florida
$99.5K +$13.3K +70 +16%
CYG
825
Clean Yield Group
Vermont
$86.3K

AJG Hedge Fund Activity: Q1 2023 in Review

946 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q1 2023, worth a combined $34.9B — up 2.9% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new AJG positions and 72 closed out — a net gain of 45 holders — while 379 added to existing stakes and 303 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $414M. The largest seller was Baillie Gifford & Co, cutting an estimated $193M.

  • 946 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q1 2023, up from 919 in Q4 2022.
  • Funds reported $34.9B of Arthur J. Gallagher & Co stock for Q1 2023, up 2.9% quarter-over-quarter.
  • 117 funds opened new Arthur J. Gallagher & Co positions in Q1 2023 and 72 closed out, a net change of +45 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q1 2023 was Boston Partners, an estimated $414M added.
  • The largest Arthur J. Gallagher & Co seller in Q1 2023 was Baillie Gifford & Co, an estimated $193M sold.

Based on aggregated 13F filings for Q1 2023.