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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 %
CAC
901
Core Alternative Capital
Georgia
$20.5K +$3.3K +15 +19%
SIS
902
Strategic Investment Solutions
Illinois
$20.4K – – –
FCAG
903
First Capital Advisors Group
New Jersey
$20.2K +$20.2K +92 New
BTI
904
Blue Trust Inc
Georgia
$20K -$139K -722 -87%
FFA
905
Fairfield Financial Advisors
Massachusetts
$19.5K +$219 +1 +1%
CT
906
Colonial Trust
South Carolina
$18K – – –
CSPIA
907
Cary Street Partners Investment Advisory
Virginia
$17.6K – – –
YAL
908
Your Advocates Ltd
Texas
$16.5K – – –
OIS
909
Okabena Investment Services
Minnesota
$16.5K +$16.5K +75 New
BWL
910
Bogart Wealth LLC
Virginia
$16.3K – – –
EARNEST Partners
911
EARNEST Partners
Georgia
$16.2K – – –
MWM
912
Mascoma Wealth Management
New Hampshire
$14.8K – – –
GKIM
913
GW&K Investment Management
Massachusetts
$14K +$13.8K +64 +6,400%
AAP
914
Arax Advisory Partners
Colorado
$13.4K – – –
WWP
915
WR Wealth Planners
Missouri
$13.4K -$878 -4 -6%
VWM
916
Venturi Wealth Management
Texas
$13.2K – – –
UCB
917
United Community Bank
South Carolina
$12.1K – – –
FMP
918
Financial Management Professionals
Texas
$12K – – –
FRA
919
Front Row Advisors
California
$12K – – –
SFG
920
Steward Financial Group
Texas
$12K +$12K +58 New
WTG
921
West Tower Group
Virginia
$11.9K +$11.9K +54 New
BIA
922
Bell Investment Advisors
California
$11.2K +$659 +3 +6%
QL
923
Quarry LP
New York
$9.44K +$9.44K +43 New
GFPC
924
Global Financial Private Client
Florida
$9.3K -$8K -37 -46%
MFT
925
Moisand Fitzgerald Tamayo
Florida
$9.22K – – –
35 36
37
38 39