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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,121 hedge funds and large institutions have $46.4B invested in Arthur J. Gallagher & Co in 2024 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 429 increasing their positions, 398 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+48
Holders Change %
+4.47%
% of All Funds
16.25%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.58%
New
133
Increased
429
Reduced
398
Closed
74
Calls
$166M
Puts
$116M
Net Calls
+$49.3M
Net Calls Change
+$43.6M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$235M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$198M
3
Capital International Investors
Capital International Investors
California
+$182M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$178M
5
Capital World Investors
Capital World Investors
California
+$99.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.54B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$527M
3
UE
Unisphere Establishment
Liechtenstein
-$158M
4
SFFS
Stonehage Fleming Financial Services
Jersey
-$144M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$70.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
801
Values First Advisors
Tennessee
$371K +$130K +520 +54%
PA
802
Pinnacle Associates
New York
$367K +$500 +2 +0.1%
SWS
803
SYSTM Wealth Solutions
Illinois
$366K +$73.5K +294 +25%
LF
804
Lantz Financial
Illinois
$361K -$4.25K -17 -1%
SM
805
Sciencast Management
New Jersey
$358K +$358K +1,433 New
Citadel Advisors
806
Citadel Advisors
Florida
$355K -$46.3M -185,196 -99%
PI
807
PGGM Investments
Netherlands
$355K -$319K -1,277 -47%
MA
808
Mutual Advisors
Nebraska
$354K -$5K -20 -1%
CIA
809
Choate Investment Advisors
Massachusetts
$353K -$6K -24 -2%
FCP
810
Fidelis Capital Partners
Florida
$352K -$4.5K -18 -1%
SRC
811
Shufro Rose & Co
New York
$350K – – –
I2I
812
Insight 2811 Inc
Illinois
$350K +$350K +1,400 New
SWA
813
Stratos Wealth Advisors
Ohio
$348K -$792K -3,168 -70%
WAL
814
W Advisors LLC
Tennessee
$347K +$3.75K +15 +1%
OWM
815
OneAscent Wealth Management
Alabama
$345K +$29.8K +119 +9%
AC
816
ASB Consultores
Florida
$342K +$342K +1,366 New
CAM
817
Cozad Asset Management
Illinois
$340K – – –
TCOV
818
Trust Company of Vermont
Vermont
$340K -$6.25K -25 -2%
APW
819
Austin Private Wealth
Texas
$336K +$47.1K +192 +16%
CB
820
Cadence Bank
Mississippi
$332K -$91.3K -365 -22%
TPI
821
Trust Point Inc
Wisconsin
$331K -$273K -1,093 -45%
WWM
822
Western Wealth Management
Colorado
$327K – – –
CI
823
Conning Inc
Connecticut
$326K +$24.8K +99 +8%
GWP
824
Gen-Wealth Partners
Michigan
$326K +$326K +1,305 New
SP
825
Symmetry Partners
Connecticut
$326K – – –
31 32
33
34 35