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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

968 hedge funds and large institutions have $39.9B invested in Arthur J. Gallagher & Co in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 339 increasing their positions, 367 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
+27
Holders Change %
+2.87%
% of All Funds
15.27%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.68%
New
95
Increased
339
Reduced
367
Closed
63
Calls
$67.5M
Puts
$73.3M
Net Calls
-$5.8M
Net Calls Change
-$4.92M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.36B
2
Mitsubishi UFJ Asset Management
2
Mitsubishi UFJ Asset Management
Japan
$286M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$181M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$146M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.26B

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$56.3M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$646M
3
Norges Bank
3
Norges Bank
Norway
$1.61B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.96B
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRG
851
Nemes Rush Group
Michigan
$60.8K +$60.8K +277 New
FSWA
852
Financial Synergies Wealth Advisors
Texas
$59.5K -$1.54K -7 -3%
BCMLT
853
Beacon Capital Management LLC (Tennessee)
Tennessee
$57.7K – – –
GA
854
GoalVest Advisory
New York
$56.6K +$56.6K +258 New
PFBT
855
Parkside Financial Bank & Trust
Missouri
$55.3K +$1.54K +7 +3%
CCA
856
Column Capital Advisors
Indiana
$51.2K – – –
POIA
857
Pin Oak Investment Advisors
Texas
$49K +$45.5K +209 +1,306%
Loomis, Sayles & Company
858
Loomis, Sayles & Company
Massachusetts
$47K -$4.21K -19 -8%
JFGIW
859
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46.1K +$46.1K +210 New
TIM
860
Tortoise Investment Management
New York
$44.2K – – –
PSB
861
Piscataqua Savings Bank
New Hampshire
$43.9K -$12.1K -55 -22%
PAG
862
Paladin Advisory Group
Iowa
$43.9K – – –
LS
863
Livforsakringsbolaget Skandia
Sweden
$43.9K – – –
HC
864
Hoese & Co
Minnesota
$43.9K – – –
RTC
865
Riverview Trust Company
Washington
$43.3K – – –
VF
866
VitalStone Financial
Texas
$43K +$43K +224 New
BWA
867
BDO Wealth Advisors
Florida
$42.2K +$2.2K +10 +5%
GWS
868
Glassman Wealth Services
Virginia
$42.2K +$439 +2 +1%
ZB
869
Zions Bancorporation
Utah
$41.7K -$2.2K -10 -5%
NL
870
NVWM LLC
Pennsylvania
$39.5K – – –
PWMG
871
Prestige Wealth Management Group
New Jersey
$38.4K -$220 -1 -0.6%
DAM
872
Delta Asset Management
Tennessee
$37.3K – – –
TFGT
873
TS Financial Group (TSFG)
Illinois
$37K -$3.55K -16 -9%
SCA
874
Stuart Chaussee & Associates
California
$35.6K – – –
KFS
875
Kelly Financial Services
Massachusetts
$35.4K +$24.9K +113 +235%
33 34
35
36 37