Arthur J. Gallagher & Co
973 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, 342 increasing their positions, 369 reducing their positions, and 63 closing their positions.
51% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 63
14% more capital invested
Capital invested by funds: $34.9B → $39.9B (+$5.01B)
13% more funds holding in top 10
Funds holding in top 10: 38 → 43 (+5)
3% more funds holding
Funds holding: 946 → 973 (+27)
7% less repeat investments, than reductions
Existing positions increased: 342 | Existing positions reduced: 369
8% less call options, than puts
Call options by funds: $67.5M | Put options by funds: $73.3M
24.32% less ownership
Funds ownership: 109.39% → 85.07% (-24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$672M |
| 2 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
+$236M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$171M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$99.1M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$55.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$10.5B |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$334M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$216M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$102M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$87.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
1026
Schubert & Co
Mckinney,
Texas
| – | -$14.5K | -76 | Closed |
|
1027
Jones Financial Companies
Des Peres,
Missouri
| – | -$4.78K | -25 | Closed |
|
|
ATC
1028
Adirondack Trust Company
Saratoga Springs,
New York
| – | -$2.87K | -15 | Closed |
|
1029
Lazard Asset Management
New York
| – | -$2K | -15 | Closed |
|
|
PG
1030
Proffitt & Goodson
Knoxville,
Tennessee
| – | -$2.68K | -14 | Closed |
|
|
TFA
1031
Toth Financial Advisory
Leesburg,
Virginia
| – | -$1.53K | -8 | Closed |
|
|
NFSG
1032
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$1.34K | -7 | Closed |
|
1033
Optiver Holding
Amsterdam,
Netherlands
| – | -$1.15K | -6 | Closed |
|
|
FCA
1034
Fortis Capital Advisors
Prairie Village,
Kansas
| – | -$957 | -5 | Closed |
|
|
FFC
1035
First Financial Corp
Terre Haute,
Indiana
| – | -$765 | -4 | Closed |
|
|
SC
1036
Stephens Consulting
Flint,
Michigan
| – | -$279 | -1 | Closed |
|
AJG Hedge Fund Activity: Q2 2023 in Review
973 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2023, worth a combined $39.9B — up 14% from $34.9B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new AJG positions and 63 closed out — a net gain of 32 holders — while 342 added to existing stakes and 369 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $672M. The largest seller was OFI Invest Asset Management, cutting an estimated $10.5B.
- 973 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2023, up from 946 in Q1 2023.
- Funds reported $39.9B of Arthur J. Gallagher & Co stock for Q2 2023, up 14% quarter-over-quarter.
- 95 funds opened new Arthur J. Gallagher & Co positions in Q2 2023 and 63 closed out, a net change of +32 holders.
- The largest Arthur J. Gallagher & Co buyer in Q2 2023 was Morgan Stanley, an estimated $672M added.
- The largest Arthur J. Gallagher & Co seller in Q2 2023 was OFI Invest Asset Management, an estimated $10.5B sold.
Based on aggregated 13F filings for Q2 2023.