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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
FMP
901
Financial Management Professionals
Texas
$10K +$5.31K +28 +112%
FRA
902
Front Row Advisors
California
$10K +$10.1K +53 New
KFS
903
Kelly Financial Services
Massachusetts
$9.21K +$9.11K +48 New
BIA
904
Bell Investment Advisors
California
$9.18K -$569 -3 -6%
OLVIG
905
Oliver Lagore Vanvalin Investment Group
Michigan
$8.42K
MFT
906
Moisand Fitzgerald Tamayo
Florida
$8.04K
CFO
907
CVA Family Office
Colorado
$7.65K +$949 +5 +14%
WIM
908
Westside Investment Management
California
$7.46K
BAAM
909
Baker Avenue Asset Management
California
$7.08K +$759 +4 +12%
AWM
910
Abound Wealth Management
Tennessee
$5.55K +$2.28K +12 +71%
GI
911
Gradient Investments
Minnesota
$5.41K -$2.28K -12 -30%
Jones Financial Companies
912
Jones Financial Companies
Missouri
$4.78K +$4.55K +24 +2,400%
Commonwealth Equity Services
913
Commonwealth Equity Services
Massachusetts
$4.34K +$725K +3,820 +20%
SWA
914
Sutton Wealth Advisors
Florida
$4.21K -$949 -5 -19%
EBA
915
Eagle Bay Advisors
New York
$4.19K -$949 -5 -19%
CP
916
Castleview Partners
Texas
$4.02K
HS
917
Horan Securities
United States
$4.02K
MA
918
MCF Advisors
Kentucky
$4.02K
SC
919
Solstein Capital
California
$3.83K
WPWM
920
Western Pacific Wealth Management
Illinois
$3.83K
SIC
921
SJS Investment Consulting
Ohio
$3.64K -$190 -1 -5%
POIA
922
Pin Oak Investment Advisors
Texas
$3K
ETC
923
Exchange Traded Concepts
Oklahoma
$2.87K +$1.52K +8 +114%
IGWM
924
ICA Group Wealth Management
Colorado
$2.87K +$1.71K +9 +150%
ATC
925
Adirondack Trust Company
New York
$2.87K

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.