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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

941 hedge funds and large institutions have $34.9B invested in Arthur J. Gallagher & Co in 2023 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 376 increasing their positions, 302 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+26
Holders Change %
+2.84%
% of All Funds
15.06%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.61%
New
116
Increased
376
Reduced
302
Closed
72
Calls
$60.1M
Puts
$61M
Net Calls
-$875K
Net Calls Change
-$26.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$419M
2
Morgan Stanley
Morgan Stanley
New York
$564M
3
Norges Bank
Norges Bank
Norway
$1.6B
4
Artisan Partners
Artisan Partners
Wisconsin
$126M
5
PFM
Premier Fund Managers
United Kingdom
$47.4M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$870M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$904M
3
Vanguard Group
Vanguard Group
Pennsylvania
$4.86B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.8B
5
State Street
State Street
Massachusetts
$1.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
901
Moisand Fitzgerald Tamayo
Florida
$8.04K – – –
CFO
902
CVA Family Office
Colorado
$7.65K +$957 +5 +14%
WIM
903
Westside Investment Management
California
$7.46K – – –
BAAM
904
Baker Avenue Asset Management
California
$7.08K +$765 +4 +12%
AWM
905
Abound Wealth Management
Tennessee
$5.55K +$2.3K +12 +71%
GI
906
Gradient Investments
Minnesota
$5.41K -$2.32K -12 -30%
Jones Financial Companies
907
Jones Financial Companies
Missouri
$4.78K +$4.59K +24 +2,400%
Commonwealth Equity Services
908
Commonwealth Equity Services
Massachusetts
$4.34K +$731 +3,820 +20%
SWA
909
Sutton Wealth Advisors
Florida
$4.21K -$957 -5 -19%
EBA
910
Eagle Bay Advisors
New York
$4.19K -$952 -5 -19%
CP
911
Castleview Partners
Texas
$4.02K – – –
MA
912
MCF Advisors
Kentucky
$4.02K – – –
HS
913
Horan Securities
United States
$4.02K – – –
SC
914
Solstein Capital
California
$3.83K – – –
WPWM
915
Western Pacific Wealth Management
Illinois
$3.83K – – –
SIC
916
SJS Investment Consulting
Ohio
$3.64K -$191 -1 -5%
POIA
917
Pin Oak Investment Advisors
Texas
$3K – – –
ETC
918
Exchange Traded Concepts
Oklahoma
$2.87K +$1.53K +8 +114%
IGWM
919
ICA Group Wealth Management
Colorado
$2.87K +$1.72K +9 +150%
ATC
920
Adirondack Trust Company
New York
$2.87K – – –
PG
921
Proffitt & Goodson
Tennessee
$2.68K – – –
CMBA
922
C.M. Bidwell & Associates
Hawaii
$2.3K – – –
Lazard Asset Management
923
Lazard Asset Management
New York
$2K -$267 -2 -12%
CAL
924
Capital Advisors Ltd
Ohio
$2K -$500 -2 -20%
AFG
925
Albion Financial Group
Utah
$1.91K – – –
35 36
37
38 39