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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 %
VCM
901
Versant Capital Management
Arizona
$34.6K – – –
EWP
902
Elevation Wealth Partners
California
$34.4K – – –
CSB
903
City State Bank
Iowa
$34K – – –
DCM
904
Disciplina Capital Management
Tennessee
$33.5K – – –
VWM
905
Valley Wealth Managers
New Jersey
$32.6K – – –
HCP
906
Hexagon Capital Partners
Arkansas
$32.4K – – –
KFS
907
Kelly Financial Services
Massachusetts
$32.2K -$4.57K -20 -12%
TFA
908
Transamerica Financial Advisors
Florida
$32K +$32K +139 New
LCM
909
Logan Capital Management
Pennsylvania
$31.9K – – –
KFP
910
KB Financial Partners
New Jersey
$31K -$230 -1 -0.7%
HCM
911
Hollencrest Capital Management
California
$30.3K – – –
GEA
912
Glen Eagle Advisors
New Jersey
$29.6K – – –
MCM
913
MV Capital Management
Maryland
$28.7K +$912 +4 +3%
FMII
914
Farmers & Merchants Investments Inc
Nebraska
$28K – – –
AGWCA
915
Annis Gardner Whiting Capital Advisors
Florida
$27.6K +$27.6K +121 New
Twin Tree Management
916
Twin Tree Management
Texas
$27.1K -$1.34M -5,885 -98%
MCM
917
Manchester Capital Management
Vermont
$26.9K +$228 +1 +0.9%
BWM
918
Baystate Wealth Management
Massachusetts
$26.7K +$228 +1 +0.9%
JWA
919
JFS Wealth Advisors
Pennsylvania
$26.4K +$456 +2 +2%
CT
920
Colonial Trust
South Carolina
$26.2K +$7.52K +33 +40%
AWM
921
Avior Wealth Management
Nebraska
$26K – – –
BHWM
922
Beaird Harris Wealth Management
Texas
$25.8K +$16.4K +72 +176%
CSPIA
923
Cary Street Partners Investment Advisory
Virginia
$24.2K +$5.93K +26 +33%
OAJ
924
Ogorek Anthony Joseph
New York
$24K – – –
FCA
925
FinTrust Capital Advisors
South Carolina
$23.5K -$4.1K -18 -15%
35 36
37
38 39