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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,073 hedge funds and large institutions have $43.3B invested in Arthur J. Gallagher & Co in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 409 increasing their positions, 355 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+82
Holders Change %
+8.27%
% of All Funds
15.73%
Holding in Top 10
37
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-30.19%
% of All Funds
0.54%
New
161
Increased
409
Reduced
355
Closed
63
Calls
$86.6M
Puts
$81M
Net Calls
+$5.66M
Net Calls Change
-$11.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.4B
2
Brown Advisory
Brown Advisory
Maryland
+$287M
3
Capital World Investors
Capital World Investors
California
+$199M
4
Capital International Investors
Capital International Investors
California
+$151M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$139M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$279M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$218M
3
Norges Bank
Norges Bank
Norway
-$215M
4
Fidelity International
Fidelity International
Bermuda
-$116M
5
BAM
Burgundy Asset Management
Ontario, Canada
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
826
Conning Inc
Connecticut
$271K +$271K +1,206 New
NCFG
827
New Century Financial Group
New Jersey
$270K +$270K +1,201 New
ST
828
Spinnaker Trust
Maine
$269K – – –
OCBCO
829
Oversea-Chinese Banking Corp (OCBC)
Singapore
$268K +$268K +1,193 New
VFA
830
Valeo Financial Advisors
Indiana
$267K +$57.3K +255 +27%
GM
831
GeoWealth Management
Illinois
$267K +$267K +1,189 New
RBC
832
Roble Belko & Company
Pennsylvania
$266K +$5.16K +23 +2%
APW
833
Austin Private Wealth
Texas
$264K -$3.37K -15 -1%
DTL
834
Dynamic Technology Lab
Singapore
$264K +$264K +1,176 New
IP
835
Ignite Planners
California
$264K -$70.4K -313 -21%
SWS
836
SYSTM Wealth Solutions
Illinois
$263K +$45K +200 +21%
ONB
837
Old National Bancorp
Indiana
$262K -$49.7K -221 -16%
SW
838
SteelPeak Wealth
California
$261K -$9.22K -41 -3%
CIC
839
Carnegie Investment Counsel
Ohio
$261K +$225 +1 +0.1%
OHWA
840
Oak Hill Wealth Advisors
Virginia
$261K – – –
CHC
841
City Holding Co
West Virginia
$260K -$31.9K -142 -11%
TI
842
Truepoint Inc
Ohio
$260K – – –
FIA
843
Foundations Investment Advisors
Arizona
$258K -$18.1K -78 -7%
JIC
844
Johnson Investment Counsel
Ohio
$255K +$255K +1,136 New
MWM
845
Modera Wealth Management
New Jersey
$253K +$6.3K +28 +3%
SIM
846
Sentry Investment Management
Wisconsin
$253K -$27.2K -121 -10%
HSA
847
HBK Sorce Advisory
Pennsylvania
$252K -$24.3K -108 -9%
SWM
848
SeaCrest Wealth Management
New York
$250K +$2.25K +10 +0.9%
EM
849
Excalibur Management
Massachusetts
$249K – – –
Los Angeles Capital Management
850
Los Angeles Capital Management
California
$249K +$4.95K +22 +2%
32 33
34
35 36