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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 %
SWA
826
Sutton Wealth Advisors
Florida
$4.62K – – –
FMP
827
Financial Management Professionals
Texas
$4K -$6.4K -40 -62%
AS
828
Altshuler Shaham
Israel
$4K -$1.57K -9 -28%
MA
829
MCF Advisors
Kentucky
$4K +$952 +5 +31%
CP
830
Castleview Partners
Texas
$4K +$3.81K +20 +2,000%
ETC
831
Exchange Traded Concepts
Oklahoma
$3K -$1.42K -9 -32%
CFO
832
CVA Family Office
Colorado
$3K – – –
ATC
833
Adirondack Trust Company
New York
$3K +$3K +15 New
VCM
834
Vigilant Capital Management
Maine
$3K +$3K +20 New
AWM
835
Abound Wealth Management
Tennessee
$2.91K +$2.91K +17 New
SC
836
SouthState Corp
Florida
$2K -$16K -80 -89%
CAL
837
Capital Advisors Ltd
Ohio
$2K -$1.5K -9 -43%
CMBA
838
C.M. Bidwell & Associates
Hawaii
$2K – – –
AFG
839
Albion Financial Group
Utah
$2K – – –
Loomis, Sayles & Company
840
Loomis, Sayles & Company
Massachusetts
$2K +$2K +9 New
SIC
841
SJS Investment Consulting
Ohio
$2K +$2K +9 New
EC
842
EdgeRock Capital
Colorado
$2K +$2K +11 New
FSWA
843
Financial Synergies Wealth Advisors
Texas
$1.2K – – –
BWL
844
Bogart Wealth LLC
Virginia
$1K -$2.2K -11 -69%
LIM
845
Longfellow Investment Management
Massachusetts
$1K – – –
AA
846
Addison Advisors
Vermont
$1K – – –
S
847
Surevest
California
$1K – – –
UFF
848
USA Financial Formulas
Michigan
$1K – – –
SIS
849
Sound Income Strategies
Florida
$1K – – –
NFSG
850
Newbridge Financial Services Group
Florida
$1K – – –
32 33
34
35 36