AJG icon

Arthur J. Gallagher & Co
AJG

Overview Fund Activity

991 hedge funds and large institutions have $42.2B invested in Arthur J. Gallagher & Co in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 372 increasing their positions, 346 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+23
Holders Change %
+2.38%
% of All Funds
15.8%
Holding in Top 10
53
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.26%
% of All Funds
0.85%
New
95
Increased
372
Reduced
346
Closed
58
Calls
$80.9M
Puts
$64.1M
Net Calls
+$16.8M
Net Calls Change
+$22.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$322M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M
3
BlackRock
BlackRock
New York
+$126M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$81.4M
5
Barclays
Barclays
United Kingdom
+$69.8M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$130M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$110M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$73.3M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$63.9M
5
State Street
State Street
Massachusetts
-$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
851
Gables Capital Management
Florida
$132K -$23.9K -105 -15%
Capstone Investment Advisors
852
Capstone Investment Advisors
New York
$132K -$262K -1,151 -67%
KFI
853
Key Financial Inc
Pennsylvania
$128K – – –
FAM
854
Fred Alger Management
New York
$128K – – –
AP
855
Atwood & Palmer
Missouri
$126K – – –
CFFP
856
Center for Financial Planning
Michigan
$122K – – –
NS
857
NBC Securities
Alabama
$120K +$120K +530 New
HI
858
Harbour Investments
Wisconsin
$116K -$6.38K -28 -5%
FFA
859
Fairfield Financial Advisors
Massachusetts
$116K +$95.9K +421 +473%
CWM
860
CarsonAllaria Wealth Management
Illinois
$113K +$113K +495 New
KI
861
Kapitalo Investimentos
Brazil
$111K -$463K -2,030 -81%
VF
862
VitalStone Financial
Texas
$110K +$54.4K +219 +98%
BTI
863
Blue Trust Inc
Georgia
$109K +$86K +389 +374%
CCC
864
Chelsea Counsel Company
California
$108K – – –
CYG
865
Clean Yield Group
Vermont
$106K – – –
GA
866
GoalVest Advisory
New York
$100K +$41.5K +182 +71%
DMBA
867
Deseret Mutual Benefit Administrators
Utah
$100K -$18K -79 -15%
BSB
868
Bangor Savings Bank
Maine
$94.4K – – –
AF
869
Advisornet Financial
Minnesota
$87.8K -$279K -1,226 -76%
FWM
870
Focused Wealth Management
New York
$86.6K – – –
CAC
871
Certified Advisory Corp
Florida
$85.2K – – –
HWP
872
Hibernia Wealth Partners
Louisiana
$83.2K +$83.2K +365 New
CPG
873
Cornerstone Planning Group
New Jersey
$78.8K -$7.52K -33 -9%
PFBT
874
Parkside Financial Bank & Trust
Missouri
$75.9K +$18.5K +81 +32%
MHR
875
Matthew Hamilton Rosenberg
$73.8K – – –
33 34
35
36 37