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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
GFWA
826
Grey Fox Wealth Advisors
Delaware
$80K +$190 +1 +0.2%
BSB
827
Bangor Savings Bank
Maine
$79.2K -$16.7K -88 -18%
SSG
828
Summit Securities Group
New York
$79K +$38.5K +203 +96%
CA
829
Clearstead Advisors
Ohio
$76.5K +$28.6K +151 +61%
FWM
830
Focused Wealth Management
New York
$72.7K
CAC
831
Certified Advisory Corp
Florida
$71.5K +$71K +374 New
DFCM
832
Dark Forest Capital Management
Puerto Rico
$66.6K +$61.7K +325 +1,413%
MHR
833
Matthew Hamilton Rosenberg
$62K
WP
834
WealthPLAN Partners
Nebraska
$57.2K +$56.7K +299 New
FSWA
835
Financial Synergies Wealth Advisors
Texas
$53.1K +$45K +237 +578%
LSA
836
Leonteq Securities AG
Switzerland
$50.7K +$50.3K +265 New
BCMLT
837
Beacon Capital Management LLC (Tennessee)
Tennessee
$50.3K
PSB
838
Piscataqua Savings Bank
New Hampshire
$48.8K
PFBT
839
Parkside Financial Bank & Trust
Missouri
$46.9K +$3.42K +18 +8%
CCA
840
Column Capital Advisors
Indiana
$44.6K -$8.92K -47 -17%
Loomis, Sayles & Company
841
Loomis, Sayles & Company
Massachusetts
$44K +$43.8K +231 New
HIIFS
842
Harel Insurance Investments & Financial Services
Israel
$42K
CA
843
Crewe Advisors
Utah
$41.5K -$5.88K -31 -13%
TIM
844
Tortoise Investment Management
New York
$38.5K
ZB
845
Zions Bancorporation
Utah
$38.3K -$2.85K -15 -7%
CCM
846
Carderock Capital Management
Maryland
$38.3K +$37.9K +200 New
PAG
847
Paladin Advisory Group
Iowa
$38.3K +$37.9K +200 New
LS
848
Livforsakringsbolaget Skandia
Sweden
$38.2K
MIA
849
Milestone Investment Advisors
Wisconsin
$37.7K +$37.4K +197 New
RTC
850
Riverview Trust Company
Washington
$37.7K

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.