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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 %
WT
1026
Washington Trust
Rhode Island
$6.76K +$6.76K +30 New
RS
1027
Rakuten Securities
Japan
$6.52K +$6.52K +29 New
TCWA
1028
Turtle Creek Wealth Advisors
Texas
$6.3K +$6.3K +28 New
PA
1029
Pineridge Advisors
Missouri
$5.62K +$5.62K +25 New
AP
1030
Aspect Partners
Virginia
$5.4K +$5.4K +24 New
CCM
1031
Chilton Capital Management
Texas
$5.17K +$5.17K +23 New
FFO
1032
Fortitude Family Office
Arizona
$5.17K +$5.17K +23 New
EBA
1033
Eagle Bay Advisors
New York
$5.15K -$1.12K -5 -18%
PCM
1034
Perritt Capital Management
Illinois
$4.96K -$3.38K -15 -41%
HWM
1035
HighMark Wealth Management
Minnesota
$4.95K – – –
GI
1036
Gradient Investments
Minnesota
$4.78K -$1.37K -6 -22%
MA
1037
MCF Advisors
Kentucky
$4.72K – – –
CP
1038
Castleview Partners
Texas
$4.72K – – –
LFA
1039
LGT Financial Advisors
Texas
$4.72K – – –
SC
1040
Solstein Capital
California
$4.5K – – –
Kayne Anderson Rudnick Investment Management
1041
Kayne Anderson Rudnick Investment Management
California
$4.05K – – –
POIA
1042
Pin Oak Investment Advisors
Texas
$4K – – –
HFM
1043
Harvest Fund Management
China
$4K +$4K +20 New
VWA
1044
Valued Wealth Advisors
Utah
$3.65K +$3.65K +16 New
IGWM
1045
ICA Group Wealth Management
Colorado
$3.6K +$3.6K +16 New
PWMG
1046
Private Wealth Management Group
New Jersey
$3.37K +$3.37K +15 New
TFG
1047
Team Financial Group
California
$3.23K – – –
CCA
1048
Criterion Capital Advisors
Tennessee
$2.92K +$2.92K +13 New
DF
1049
Dunhill Financial
United Kingdom
$2.86K +$2.86K +13 New
CBT
1050
CoreFirst Bank & Trust
Kansas
$2.7K – – –
40 41
42
43 44