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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 %
BHWM
926
Beaird Harris Wealth Management
Texas
$9K -$6.15K -28 -41%
CFO
927
CVA Family Office
Colorado
$8.78K – – –
WIM
928
Westside Investment Management
California
$8.56K – – –
AWM
929
Abound Wealth Management
Tennessee
$8.35K +$1.98K +9 +31%
GI
930
Gradient Investments
Minnesota
$7.74K +$1.55K +7 +25%
BAAM
931
Baker Avenue Asset Management
California
$7.25K -$878 -4 -11%
EBA
932
Eagle Bay Advisors
New York
$5.91K +$1.09K +5 +23%
SWA
933
Sutton Wealth Advisors
Florida
$4.83K – – –
SIC
934
SJS Investment Consulting
Ohio
$4.61K +$439 +2 +11%
MA
935
MCF Advisors
Kentucky
$4.61K – – –
HS
936
Horan Securities
United States
$4.61K – – –
CP
937
Castleview Partners
Texas
$4.61K – – –
SC
938
Solstein Capital
California
$4.39K – – –
WPWM
939
Western Pacific Wealth Management
Illinois
$4.39K – – –
IPW
940
Impact Partnership Wealth
Georgia
$4.17K +$4.17K +19 New
FGAM
941
Financial Gravity Asset Management
Texas
$4.13K +$544 +29 +15%
VCM
942
Vigilant Capital Management
Maine
$4K +$4K +16 New
Kayne Anderson Rudnick Investment Management
943
Kayne Anderson Rudnick Investment Management
California
$3.95K +$3.95K +18 New
CCM
944
Chilton Capital Management
Texas
$3.51K +$3.51K +16 New
ICM
945
Intrepid Capital Management
Florida
$3.36K +$3.36K +15 New
FCFS
946
First Command Financial Services
Texas
$3.07K +$3.07K +14 New
FCB
947
First Command Bank
Texas
$3.07K +$3.07K +14 New
CMBA
948
C.M. Bidwell & Associates
Hawaii
$2.64K – – –
ETC
949
Exchange Traded Concepts
Oklahoma
$2.2K -$1.1K -5 -33%
AFG
950
Albion Financial Group
Utah
$2.2K – – –
36 37
38
39 40