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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 %
VWM
1001
Venturi Wealth Management
Texas
$13.9K +$225 +1 +2%
LWCFA
1002
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.9K – – –
DPW
1003
DiNuzzo Private Wealth
Pennsylvania
$13.3K +$13.3K +59 New
AAP
1004
Arax Advisory Partners
Colorado
$13.1K -$679 -3 -5%
ADL
1005
Asset Dedication LLC
California
$13K – – –
UCB
1006
United Community Bank
South Carolina
$12.4K – – –
FMP
1007
Financial Management Professionals
Texas
$12K -$222 -1 -2%
SA
1008
Scarborough Advisors
Maryland
$12K +$12K +53 New
QC
1009
Quent Capital
New York
$11.9K +$11.9K +53 New
Jones Financial Companies
1010
Jones Financial Companies
Missouri
$11.7K +$9K +40 +333%
KFP
1011
Keener Financial Planning
Texas
$11K +$11K +49 New
SAM
1012
Smartleaf Asset Management
Massachusetts
$10.9K +$10.9K +49 New
CAL
1013
Capital Analysts LLC
Pennsylvania
$10K +$7.87K +37 +370%
GFPC
1014
Global Financial Private Client
Florida
$9.67K – – –
MFT
1015
Moisand Fitzgerald Tamayo
Florida
$9.45K – – –
VNA
1016
Valley National Advisers
Pennsylvania
$9K +$7.9K +36 +720%
RDFA
1017
Ritter Daniher Financial Advisory
Ohio
$9K +$9K +40 New
WIM
1018
Westside Investment Management
California
$8.77K – – –
AWM
1019
Abound Wealth Management
Tennessee
$8.6K -$679 -3 -7%
BIA
1020
Bell Investment Advisors
California
$8.55K -$450 -2 -5%
WIA
1021
Wetzel Investment Advisors
Indiana
$8K +$8K +37 New
CJ
1022
Caitlin John
Michigan
$7.87K +$7.87K +35 New
FSWA
1023
Financial Synergies Wealth Advisors
Texas
$7.73K -$43.4K -230 -85%
SSB
1024
Sandy Spring Bank
Maryland
$7.65K +$5.62K +25 +278%
CTC
1025
Cetera Trust Company
Minnesota
$7.65K +$7.65K +34 New
39 40
41
42 43