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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 %
WTG
926
West Tower Group
Virginia
$104K +$63.9K +284 +158%
PIM
927
Plato Investment Management
Australia
$102K +$102K +454 New
CYG
928
Clean Yield Group
Vermont
$101K – – –
AF
929
Advisornet Financial
Minnesota
$94.5K +$7.87K +35 +9%
BSB
930
Bangor Savings Bank
Maine
$93.1K – – –
BWM
931
Baystate Wealth Management
Massachusetts
$88.1K +$61.8K +274 +234%
FWM
932
Focused Wealth Management
New York
$85.5K – – –
PFBT
933
Parkside Financial Bank & Trust
Missouri
$81.4K +$6.52K +29 +9%
CPG
934
Cornerstone Planning Group
New Jersey
$77.8K – – –
DMBA
935
Deseret Mutual Benefit Administrators
Utah
$77.4K -$21.4K -95 -22%
PB
936
Pinnacle Bancorp
Nebraska
$77.1K +$9.67K +43 +14%
MHR
937
Matthew Hamilton Rosenberg
$72.9K – – –
GAM
938
Groupama Asset Management
France
$70.9K +$70.9K +315 New
AS
939
Altshuler Shaham
Israel
$67.9K +$67.9K +302 New
NRG
940
Nemes Rush Group
Michigan
$62.3K – – –
Capstone Investment Advisors
941
Capstone Investment Advisors
New York
$61.8K -$68.1K -303 -52%
HCP
942
Hexagon Capital Partners
Arkansas
$60.9K +$29K +129 +91%
BCMLT
943
Beacon Capital Management LLC (Tennessee)
Tennessee
$59.9K – – –
LFG
944
Larson Financial Group
Missouri
$59.6K +$44.1K +196 +284%
QL
945
Quarry LP
New York
$57.1K +$57.1K +254 New
HC
946
Hoese & Co
Minnesota
$49.8K – – –
C
947
Covestor
United Kingdom
$47K +$908 +4 +2%
TIM
948
Tortoise Investment Management
New York
$45.2K – – –
Loomis, Sayles & Company
949
Loomis, Sayles & Company
Massachusetts
$45K -$8.51K -38 -16%
PSB
950
Piscataqua Savings Bank
New Hampshire
$45K – – –
36 37
38
39 40