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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 %
KIG
851
Kowal Investment Group
Wisconsin
$249K +$44.3K +197 +22%
Focus Partners Wealth
852
Focus Partners Wealth
Massachusetts
$248K +$248K +1,105 New
PWM
853
Perigon Wealth Management
California
$246K +$1.35K +6 +0.6%
GI
854
GAMMA Investing
California
$245K +$245K +1,056 New
KIA
855
KCM Investment Advisors
California
$244K -$5.4K -24 -2%
Verition Fund Management
856
Verition Fund Management
Connecticut
$244K -$248K -1,105 -50%
WFI
857
West Family Investments
California
$243K +$15.7K +70 +7%
FAM
858
Formidable Asset Management
Ohio
$240K -$67.5K -300 -22%
LGF
859
LGT Group Foundation
Liechtenstein
$238K – – –
KA
860
KLCM Advisors
Wisconsin
$237K -$1.35K -6 -0.6%
DLA
861
Douglas Lane & Associates
New York
$234K -$52.8K -235 -18%
CCIA
862
Cherry Creek Investment Advisors
Colorado
$234K +$450 +2 +0.2%
PWMAG
863
Pinnacle Wealth Management Advisory Group
New Jersey
$231K -$12.1K -54 -5%
LWM
864
LongView Wealth Management
Georgia
$230K +$230K +1,018 New
T
865
TOBAM
France
$229K – – –
GBT
866
Grove Bank & Trust
Florida
$228K – – –
AAIS
867
ABN AMRO Investment Solutions
$228K -$40.9K -182 -15%
GC
868
Garde Capital
Washington
$225K – – –
TFA
869
Trinity Financial Advisors
Ohio
$225K – – –
CCP
870
Clarkston Capital Partners
Michigan
$225K – – –
RC
871
RBF Capital
California
$225K – – –
KFS
872
Kaizen Financial Strategies
California
$225K +$225K +1,000 New
CAM
873
Claret Asset Management
Quebec, Canada
$222K +$1.8K +8 +0.8%
RFG
874
REAP Financial Group
Texas
$220K +$220K +976 New
CAM
875
Carret Asset Management
New York
$219K – – –
33 34
35
36 37