We are live on ! Find out more
AJG icon

Arthur J. Gallagher & Co

946 hedge funds and large institutions have $34.9B invested in Arthur J. Gallagher & Co in 2023 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 379 increasing their positions, 303 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 72

25% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 303

23.41% more ownership

Funds ownership: 85.98%109.39% (+23%)

3% more funds holding

Funds holding: 919946 (+27)

3% more capital invested

Capital invested by funds: $33.9B → $34.9B (+$975M)

1% less call options, than puts

Call options by funds: $60.1M | Put options by funds: $61M

3% less funds holding in top 10

Funds holding in top 10: 3938 (-1)

Holders
946
Holders Change
+27
Holders Change %
+2.94%
% of All Funds
15.08%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.61%
New
117
Increased
379
Reduced
303
Closed
72
Calls
$60.1M
Puts
$61M
Net Calls
-$875K
Net Calls Change
-$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
976
Kingsview Wealth Management
Oregon
-$291K -1,541 Closed
RFG
977
RFP Financial Group
Georgia
-$264K -1,400 Closed
FRM
978
Fox Run Management
Connecticut
-$253K -1,343 Closed
MFS
979
Mirabella Financial Services
United Kingdom
-$223K -1,182 Closed
NAM
980
NorthCrest Asset Manangement
Minnesota
-$217K -1,149 Closed
GSAM
981
Grant Street Asset Management
Pennsylvania
-$216K -1,146 Closed
DCM
982
Driehaus Capital Management
Illinois
-$214K -1,133 Closed
Wolverine Trading
983
Wolverine Trading
Illinois
-$215K -1,133 Closed
FCBT
984
First Citizens Bank & Trust
North Carolina
-$202K -1,069 Closed
NC
985
Nicholas Company
Wisconsin
-$189K -1,000 Closed
MCC
986
Money Concepts Capital
Florida
-$140K -744 Closed
SOW
987
State of Wyoming
Wyoming
-$137K -728 Closed
Balyasny Asset Management
988
Balyasny Asset Management
Illinois
-$116K -616 Closed
DCM
989
Dupont Capital Management
Delaware
-$98.8K -524 Closed
JFGIW
990
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$81.4K -432 Closed
Canada Pension Plan Investment Board
991
Canada Pension Plan Investment Board
Ontario, Canada
-$75.4K -400 Closed
ZIG
992
Zullo Investment Group
Pennsylvania
-$61.9K -328 Closed
MS
993
Madden Securities
Texas
-$56.6K -300 Closed
OCM
994
Orion Capital Management
California
-$53.4K -283 Closed
ACM
995
AUA Capital Management
Pennsylvania
-$45.4K -241 Closed
CTB
996
Country Trust Bank
Illinois
-$42.4K -225 Closed
VF
997
VitalStone Financial
Texas
-$42K -224 Closed
AF
998
Affiance Financial
Minnesota
-$32.1K -170 Closed
MSCM
999
McElhenny Sheffield Capital Management
Texas
-$26.8K -142 Closed
SSB
1000
Sandy Spring Bank
Maryland
-$22.4K -119 Closed

AJG Hedge Fund Activity: Q1 2023 in Review

946 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q1 2023, worth a combined $34.9B — up 2.9% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new AJG positions and 72 closed out — a net gain of 45 holders — while 379 added to existing stakes and 303 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $414M. The largest seller was Baillie Gifford & Co, cutting an estimated $193M.

  • 946 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q1 2023, up from 919 in Q4 2022.
  • Funds reported $34.9B of Arthur J. Gallagher & Co stock for Q1 2023, up 2.9% quarter-over-quarter.
  • 117 funds opened new Arthur J. Gallagher & Co positions in Q1 2023 and 72 closed out, a net change of +45 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q1 2023 was Boston Partners, an estimated $414M added.
  • The largest Arthur J. Gallagher & Co seller in Q1 2023 was Baillie Gifford & Co, an estimated $193M sold.

Based on aggregated 13F filings for Q1 2023.