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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 %
SWA
951
Sutton Wealth Advisors
Florida
$7.52K +$2.51K +11 +50%
JFGIW
952
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.07K -$40.8K -179 -85%
EBA
953
Eagle Bay Advisors
New York
$6.34K +$226 +1 +4%
GI
954
Gradient Investments
Minnesota
$6.21K -$1.84K -8 -23%
SIC
955
SJS Investment Consulting
Ohio
$5.24K +$456 +2 +10%
HWM
956
HighMark Wealth Management
Minnesota
$5.01K +$5.01K +22 New
LFA
957
LGT Financial Advisors
Texas
$4.79K -$989K -4,337 -100%
MA
958
MCF Advisors
Kentucky
$4.79K – – –
CP
959
Castleview Partners
Texas
$4.79K – – –
SC
960
Solstein Capital
California
$4.56K – – –
WPWM
961
Western Pacific Wealth Management
Illinois
$4.56K – – –
Kayne Anderson Rudnick Investment Management
962
Kayne Anderson Rudnick Investment Management
California
$4.1K – – –
POIA
963
Pin Oak Investment Advisors
Texas
$4K -$52.3K -209 -93%
ETC
964
Exchange Traded Concepts
Oklahoma
$3.88K +$1.6K +7 +70%
TFG
965
Team Financial Group
California
$3.27K +$3.27K +14 New
IPW
966
Impact Partnership Wealth
Georgia
$2.96K -$1.37K -6 -32%
CMBA
967
C.M. Bidwell & Associates
Hawaii
$2.74K – – –
Jones Financial Companies
968
Jones Financial Companies
Missouri
$2.74K +$2.74K +12 New
CBT
969
CoreFirst Bank & Trust
Kansas
$2.74K +$2.74K +12 New
AFG
970
Albion Financial Group
Utah
$2.28K – – –
GJIA
971
Glass Jacobson Investment Advisors
Maryland
$2.05K +$1.6K +7 +350%
SSB
972
Sandy Spring Bank
Maryland
$2.05K +$2.05K +9 New
CWP
973
Concord Wealth Partners
Virginia
$2.05K – – –
CAL
974
Capital Advisors Ltd
Ohio
$2K – – –
AW
975
Avion Wealth
Texas
$2K – – –
37 38
39
40 41