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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
+$1.4B
2
Brown Advisory
Brown Advisory
Maryland
+$287M
3
Capital World Investors
Capital World Investors
California
+$199M
4
Capital International Investors
Capital International Investors
California
+$151M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$139M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$279M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$218M
3
Norges Bank
Norges Bank
Norway
-$215M
4
Fidelity International
Fidelity International
Bermuda
-$116M
5
BAM
Burgundy Asset Management
Ontario, Canada
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
1051
CoreFirst Bank & Trust
Kansas
$2.7K – – –
AWM
1052
Able Wealth Management
New Jersey
$2.57K +$2.57K +11 New
JSAM
1053
J. Safra Asset Management
New York
$2.47K +$2.47K +11 New
AFG
1054
Albion Financial Group
Utah
$2.25K – – –
PMFA
1055
Plante Moran Financial Advisors
Michigan
$2.25K +$2.25K +10 New
IPW
1056
Impact Partnership Wealth
Georgia
$2.02K -$900 -4 -31%
AW
1057
Avion Wealth
Texas
$2K -$889 -4 -31%
CAL
1058
Capital Advisors Ltd
Ohio
$2K – – –
LIWM
1059
Long Island Wealth Management
New York
$2K +$2K +8 New
ODG
1060
O'Dell Group
Ohio
$1.58K +$1.58K +7 New
S
1061
Sachetta
Massachusetts
$1.58K +$1.58K +7 New
OCM
1062
Orion Capital Management
California
$1.57K – – –
PWA
1063
Provenance Wealth Advisors
Florida
$1.57K +$225 +1 +17%
LIM
1064
Longfellow Investment Management
Massachusetts
$1.35K – – –
TFM
1065
TFC Financial Management
Massachusetts
$1.13K – – –
IWA
1066
IBEX Wealth Advisors
New Jersey
$908 -$3.25M -14,320 -100%
TWP
1067
TFO Wealth Partners
Ohio
$675 – – –
M
1068
MOTCO
Texas
$675 – – –
DWA
1069
Delos Wealth Advisors
Texas
$675 – – –
WPA
1070
West Paces Advisors
Georgia
$675 +$675 +3 New
CWC
1071
Carolinas Wealth Consulting
North Carolina
$450 – – –
EWM
1072
Evermay Wealth Management
Virginia
$450 +$450 +2 New
PCTC
1073
Perkins Coie Trust Company
Washington
$449 – – –
DWM
1074
Dogwood Wealth Management
Kansas
$8 – – –
Viking Global Investors
1075
Viking Global Investors
Connecticut
– -$218M -957,820 Closed
41 42
43
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