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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

915 hedge funds and large institutions have $33.9B invested in Arthur J. Gallagher & Co in 2022 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 316 increasing their positions, 313 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+55
Holders Change %
+6.4%
% of All Funds
14.76%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.63%
New
124
Increased
316
Reduced
313
Closed
48
Calls
$51.2M
Puts
$25.7M
Net Calls
+$25.5M
Net Calls Change
+$3.51M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$400M
2
Morgan Stanley
Morgan Stanley
New York
$404M
3
AI
Axiom Investors
Connecticut
$116M
4
BlackRock
BlackRock
New York
$3.15B
5
American Century Companies
American Century Companies
Missouri
$86.1M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.05B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.06B
3
CIP
Champlain Investment Partners
Vermont
$124M
4
APG Asset Management
APG Asset Management
Netherlands
$58.4M
5
FPP
Findlay Park Partners
United Kingdom
$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
851
Core Alternative Capital
Georgia
$12.1K – – –
UCB
852
United Community Bank
South Carolina
$10.4K – – –
BIA
853
Bell Investment Advisors
California
$9.62K – – –
TC
854
Truvestments Capital
Florida
$9.24K +$9.24K +49 New
AAP
855
Arax Advisory Partners
Colorado
$8.3K +$2.64K +14 +47%
OLVIG
856
Oliver Lagore Vanvalin Investment Group
Michigan
$8.3K – – –
GFPC
857
Global Financial Private Client
Florida
$8.11K – – –
MFT
858
Moisand Fitzgerald Tamayo
Florida
$7.92K – – –
FSWA
859
Financial Synergies Wealth Advisors
Texas
$7.73K +$6.41K +34 +486%
DWP
860
Destiny Wealth Partners
Florida
$7.73K – – –
GI
861
Gradient Investments
Minnesota
$7.59K -$8.16K -43 -52%
HWMA
862
Heritage Wealth Management (Arizona)
Arizona
$7.54K +$7.54K +40 New
CA
863
CoreCap Advisors
Michigan
$6.79K +$6.79K +36 New
CFO
864
CVA Family Office
Colorado
$6.6K +$2.83K +15 +75%
BAAM
865
Baker Avenue Asset Management
California
$6.22K +$6.22K +33 New
TSWM
866
Tyler-Stone Wealth Management
Ohio
$6K – – –
DAM
867
Delta Asset Management
Tennessee
$5.85K +$5.85K +31 New
PWS
868
Paragon Wealth Strategies
Florida
$5.72K – – –
SWA
869
Sutton Wealth Advisors
Florida
$5.09K – – –
EBA
870
Eagle Bay Advisors
New York
$5.07K -$376 -2 -7%
HDIM
871
Hanson & Doremus Investment Management
Vermont
$5K -$143K -800 -97%
FMP
872
Financial Management Professionals
Texas
$5K – – –
DFCM
873
Dark Forest Capital Management
Puerto Rico
$4.34K +$3.58K +19 +475%
FGAM
874
Financial Gravity Asset Management
Texas
$4.34K -$23.1K -1,008 -84%
VCM
875
Vigilant Capital Management
Maine
$4K – – –
33 34
35
36 37