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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 %
AA
901
AlphaCentric Advisors
Puerto Rico
$191K +$191K +849 New
WOC
902
West Oak Capital
California
$178K -$48.7K -207 -21%
ETC
903
Exchange Traded Concepts
Oklahoma
$172K +$168K +747 +4,394%
LC
904
Lindbrook Capital
California
$167K +$20K +89 +14%
TC
905
Trust Company
Kansas
$166K – – –
RMC
906
Resources Management Corp
Connecticut
$164K -$12.8K -57 -7%
PK
907
Pflug Koory
Nebraska
$163K – – –
NICM
908
Neo Ivy Capital Management
New York
$160K -$111K -492 -41%
HPC
909
HM Payson & Co
Maine
$137K -$2.92K -13 -2%
BTI
910
Blue Trust Inc
Georgia
$136K +$24.1K +106 +22%
HI
911
Harbour Investments
Wisconsin
$136K +$20.7K +92 +18%
AA
912
Alta Advisers
United Kingdom
$135K – – –
GCM
913
Gables Capital Management
Florida
$130K – – –
FAM
914
Fred Alger Management
New York
$126K – – –
AP
915
Atwood & Palmer
Missouri
$125K +$1.12K +5 +0.9%
KFI
916
Key Financial Inc
Pennsylvania
$122K -$4.5K -20 -4%
CFFP
917
Center for Financial Planning
Michigan
$120K – – –
RIM
918
Rakuten Investment Management
Japan
$119K +$119K +534 New
NS
919
NBC Securities
Alabama
$119K +$670 +3 +0.6%
VAG
920
VisionPoint Advisory Group
Texas
$118K +$94.9K +422 +414%
CWM
921
CarsonAllaria Wealth Management
Illinois
$112K +$225 +1 +0.2%
NFA
922
Northwest Financial Advisors
Virginia
$110K +$110K +490 New
VF
923
VitalStone Financial
Texas
$107K +$7.21K +32 +7%
CCC
924
Chelsea Counsel Company
California
$107K – – –
LS
925
Livforsakringsbolaget Skandia
Sweden
$105K +$59.6K +265 +133%
35 36
37
38 39