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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
$2.8B
2
Brown Advisory
Brown Advisory
Maryland
$311M
3
Capital World Investors
Capital World Investors
California
$997M
4
Capital International Investors
Capital International Investors
California
$2.32B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.31B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$299M
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
Norges Bank
Norges Bank
Norway
$1.31B
4
Fidelity International
Fidelity International
Bermuda
$302M
5
BAM
Burgundy Asset Management
Ontario, Canada
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
951
Paladin Advisory Group
Iowa
$45K – – –
TWD
952
True Wealth Design
Ohio
$45K +$45K +200 New
KFS
953
Kelly Financial Services
Massachusetts
$43.1K +$11.4K +51 +36%
ZB
954
Zions Bancorporation
Utah
$42.7K – – –
GWS
955
Glassman Wealth Services
Virginia
$42.3K -$1.12K -5 -3%
GA
956
GoalVest Advisory
New York
$40.9K -$58K -258 -59%
HIA
957
Harbor Investment Advisory
Maryland
$39.8K – – –
PWMG
958
Prestige Wealth Management Group
New Jersey
$39.6K – – –
DAM
959
Delta Asset Management
Tennessee
$38.9K +$675 +3 +2%
BGAI
960
Bruce G. Allen Investments
Colorado
$38.9K +$38.9K +173 New
DCP
961
DSM Capital Partners
Florida
$37.1K +$37.1K +165 New
SCA
962
Stuart Chaussee & Associates
California
$36.4K – – –
DIP
963
DT Investment Partners
Pennsylvania
$35K – – –
HGA
964
Hobbs Group Advisors
South Carolina
$34.9K +$34.9K +155 New
CLOS
965
Compagnie Lombard Odier SCmA
Switzerland
$34.6K – – –
EWP
966
Elevation Wealth Partners
California
$34.4K – – –
CSB
967
City State Bank
Iowa
$34K – – –
VCM
968
Versant Capital Management
Arizona
$33.1K -$1.12K -5 -3%
DCM
969
Disciplina Capital Management
Tennessee
$33.1K – – –
SNB
970
Security National Bank
Nebraska
$32.6K +$32.6K +145 New
RWM
971
Ruedi Wealth Management
Illinois
$32.6K +$32.6K +145 New
VWM
972
Valley Wealth Managers
New Jersey
$32.2K – – –
LCM
973
Logan Capital Management
Pennsylvania
$31.5K – – –
TCG
974
Transcendent Capital Group
Oklahoma
$31.5K +$31.5K +140 New
MCM
975
Manchester Capital Management
Vermont
$30.8K +$4.27K +19 +16%
37 38
39
40 41