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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 %
OWM
1001
OneAscent Wealth Management
Alabama
– -$289K -1,513 Closed
EWM
1002
Empirical Wealth Management
Washington
– -$287K -1,499 Closed
JHCP
1003
Jackson Hole Capital Partners
Oklahoma
– -$273K -1,427 Closed
LCWP
1004
Legacy Capital Wealth Partners
Arkansas
– -$272K -1,422 Closed
BHPW
1005
Beverly Hills Private Wealth
California
– -$271K -1,415 Closed
OFS
1006
OneAscent Financial Services
Alabama
– -$264K -1,379 Closed
CI
1007
Conning Inc
Connecticut
– -$222K -1,158 Closed
CC
1008
Centiva Capital
New York
– -$218K -1,137 Closed
SFS
1009
Sowell Financial Services
Arkansas
– -$202K -1,054 Closed
PMEF
1010
Point72 Middle East FZE
United Arab Emirates
– -$123K -645 Closed
AAS
1011
Ameritas Advisory Services
Nebraska
– -$129K -629 Closed
GFWA
1012
Grey Fox Wealth Advisors
Delaware
– -$80K -418 Closed
DFCM
1013
Dark Forest Capital Management
Puerto Rico
– -$66.6K -348 Closed
CA
1014
Crewe Advisors
Utah
– -$41.5K -217 Closed
CCM
1015
Carderock Capital Management
Maryland
– -$38.3K -200 Closed
MIA
1016
Milestone Investment Advisors
Wisconsin
– -$37.7K -197 Closed
HMS
1017
Hanseatic Management Services
New Mexico
– -$37K -192 Closed
WIM
1018
WealthPlan Investment Management
Nebraska
– -$27.5K -144 Closed
FIA
1019
FNY Investment Advisers
New York
– -$21K -111 Closed
TWA
1020
TCI Wealth Advisors
Arizona
– -$19.9K -104 Closed
SC
1021
Schubert & Co
Texas
– -$14.5K -76 Closed
Jones Financial Companies
1022
Jones Financial Companies
Missouri
– -$4.78K -25 Closed
ATC
1023
Adirondack Trust Company
New York
– -$2.87K -15 Closed
Lazard Asset Management
1024
Lazard Asset Management
New York
– -$2K -15 Closed
PG
1025
Proffitt & Goodson
Tennessee
– -$2.68K -14 Closed
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