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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
HC
851
Hoese & Co
Minnesota
$37.5K
HMS
852
Hanseatic Management Services
New Mexico
$37K +$379 +2 +1%
GWS
853
Glassman Wealth Services
Virginia
$36.3K -$1.52K -8 -4%
TFGT
854
TS Financial Group (TSFG)
Illinois
$35K
BWA
855
BDO Wealth Advisors
Florida
$34.8K
NL
856
NVWM LLC
Pennsylvania
$34.4K +$34.2K +180 New
PWMG
857
Prestige Wealth Management Group
New Jersey
$33.7K +$3.04K +16 +10%
DAM
858
Delta Asset Management
Tennessee
$32.5K +$26.4K +139 +448%
DIP
859
DT Investment Partners
Pennsylvania
$32K
SCA
860
Stuart Chaussee & Associates
California
$31K
VCM
861
Versant Capital Management
Arizona
$29.8K
CLOS
862
Compagnie Lombard Odier SCmA
Switzerland
$29.5K +$29.2K +154 New
CSB
863
City State Bank
Iowa
$29K
EWP
864
Elevation Wealth Partners
California
$28.9K +$28.6K +151 New
WIM
865
WealthPlan Investment Management
Nebraska
$27.5K +$27.3K +144 New
VWM
866
Valley Wealth Managers
New Jersey
$27.4K
AWM
867
Avior Wealth Management
Nebraska
$27.4K +$27.1K +143 New
HCP
868
Hexagon Capital Partners
Arkansas
$27.2K +$5.69K +30 +27%
LCM
869
Logan Capital Management
Pennsylvania
$26.8K
KFP
870
KB Financial Partners
New Jersey
$26K +$26.2K +138 New
HCM
871
Hollencrest Capital Management
California
$25.4K
GEA
872
Glen Eagle Advisors
New Jersey
$24.9K
FFA
873
Farther Finance Advisors
California
$24.9K +$5.31K +28 +27%
FMII
874
Farmers & Merchants Investments Inc
Nebraska
$23.5K -$759 -4 -3%
MCM
875
MV Capital Management
Maryland
$23.1K +$1.9K +10 +9%

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.