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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 %
FA
951
Fiduciary Alliance
South Carolina
$2.2K +$2.2K +10 New
CAL
952
Capital Advisors Ltd
Ohio
$2K – – –
AW
953
Avion Wealth
Texas
$2K +$1.23K +8 +160%
CWP
954
Concord Wealth Partners
Virginia
$1.98K +$1.98K +9 New
IGWM
955
ICA Group Wealth Management
Colorado
$1.32K -$1.98K -9 -60%
LIM
956
Longfellow Investment Management
Massachusetts
$1.32K – – –
IBOK
957
Independence Bank of Kentucky
Kentucky
$1.32K +$1.32K +6 New
TFM
958
TFC Financial Management
Massachusetts
$1.1K +$439 +2 +67%
CA
959
Centerpoint Advisors
Massachusetts
$1K – – –
DWA
960
Delos Wealth Advisors
Texas
$659 – – –
UFF
961
USA Financial Formulas
Michigan
$659 – – –
TWP
962
TFO Wealth Partners
Ohio
$659 – – –
M
963
MOTCO
Texas
$659 +$659 +3 New
PI
964
PEAK6 Investments
Illinois
$525 -$2.23M -8,495 -100%
GJIA
965
Glass Jacobson Investment Advisors
Maryland
$440 +$440 +2 New
CWC
966
Carolinas Wealth Consulting
North Carolina
$439 – – –
OLVIG
967
Oliver Lagore Vanvalin Investment Group
Michigan
$220 -$9.46K -43 -98%
Comerica Bank
968
Comerica Bank
Texas
$6 +$6 +233,144 New
OCM
969
Oribel Capital Management
New York
– -$7.93M -86,400 Closed
HF
970
HRT Financial
New York
– -$15.9M -83,217 Closed
LKIM
971
Lawson Kroeker Investment Management
Nebraska
– -$15.3M -79,984 Closed
SSA
972
Schonfeld Strategic Advisors
New York
– -$8.69M -45,400 Closed
HIP
973
Harrell Investment Partners
Texas
– -$7.17M -37,467 Closed
BC
974
Brookfield Corp
Ontario, Canada
– -$7.09M -37,054 Closed
FAT
975
First American Trust
California
– -$5.48M -28,629 Closed
37 38
39
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