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Arthur J. Gallagher & Co

946 hedge funds and large institutions have $34.9B invested in Arthur J. Gallagher & Co in 2023 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 379 increasing their positions, 303 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 72

25% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 303

23.41% more ownership

Funds ownership: 85.98%109.39% (+23%)

3% more funds holding

Funds holding: 919946 (+27)

3% more capital invested

Capital invested by funds: $33.9B → $34.9B (+$975M)

1% less call options, than puts

Call options by funds: $60.1M | Put options by funds: $61M

3% less funds holding in top 10

Funds holding in top 10: 3938 (-1)

Holders
946
Holders Change
+27
Holders Change %
+2.94%
% of All Funds
15.08%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.61%
New
117
Increased
379
Reduced
303
Closed
72
Calls
$60.1M
Puts
$61M
Net Calls
-$875K
Net Calls Change
-$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$40.7M +$545K +2,871 +1%
Canada Life
102
Canada Life
Manitoba, Canada
$39.8M -$453K -2,388 -1%
VNIM
103
Vaughan Nelson Investment Management
Texas
$39.8M -$939K -4,947 -2%
NA
104
NewEdge Advisors
Louisiana
$39.5M -$1.34M -7,049 -3%
Neuberger Berman Group
105
Neuberger Berman Group
New York
$38.9M +$18.1M +95,542 +89%
Macquarie Group
106
Macquarie Group
Australia
$38.8M -$2.93M -15,426 -7%
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$38.6M -$592K -3,120 -2%
Voloridge Investment Management
108
Voloridge Investment Management
Florida
$37.7M +$369K +1,943 +1%
Alyeska Investment Group
109
Alyeska Investment Group
Illinois
$36.8M +$36.5M +192,207 New
UCFA
110
United Capital Financial Advisors
Texas
$36.6M -$638K -3,362 -2%
Allianz Asset Management
111
Allianz Asset Management
Germany
$36.1M +$2.94M +15,481 +9%
Prudential Financial
112
Prudential Financial
New Jersey
$35.6M +$1.24M +6,543 +3%
GC
113
Gillson Capital
Illinois
$35M -$22.6M -119,328 -39%
KBC Group
114
KBC Group
Belgium
$34.6M -$4.54M -23,929 -12%
New York State Teachers Retirement System (NYSTRS)
115
New York State Teachers Retirement System (NYSTRS)
New York
$34.6M -$37.9K -200 -0.1%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$33.7M -$1.32M -6,971 -4%
FWIA
117
Fort Washington Investment Advisors
Ohio
$32.9M -$8.33M -43,883 -20%
CC
118
Cornerstone Capital
California
$32.6M -$748K -3,942 -2%
Mitsubishi UFJ Asset Management
119
Mitsubishi UFJ Asset Management
Japan
$32.3M +$3.84M +20,260 +14%
IIM
120
INTECH Investment Management
Florida
$31.5M -$3.61M -19,032 -10%
Natixis Advisors
121
Natixis Advisors
Massachusetts
$31.5M +$1.75M +9,217 +6%
Osaic Holdings
122
Osaic Holdings
Arizona
$30M +$2.02M +10,665 +7%
TAF
123
Tredje AP-fonden
Sweden
$29.4M +$1.15M +6,040 +4%
Mackenzie Financial
124
Mackenzie Financial
Ontario, Canada
$28.8M -$266K -1,404 -0.9%
Stifel Financial
125
Stifel Financial
Missouri
$28M +$801K +4,220 +3%

AJG Hedge Fund Activity: Q1 2023 in Review

946 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q1 2023, worth a combined $34.9B — up 2.9% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new AJG positions and 72 closed out — a net gain of 45 holders — while 379 added to existing stakes and 303 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $414M. The largest seller was Baillie Gifford & Co, cutting an estimated $193M.

  • 946 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q1 2023, up from 919 in Q4 2022.
  • Funds reported $34.9B of Arthur J. Gallagher & Co stock for Q1 2023, up 2.9% quarter-over-quarter.
  • 117 funds opened new Arthur J. Gallagher & Co positions in Q1 2023 and 72 closed out, a net change of +45 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q1 2023 was Boston Partners, an estimated $414M added.
  • The largest Arthur J. Gallagher & Co seller in Q1 2023 was Baillie Gifford & Co, an estimated $193M sold.

Based on aggregated 13F filings for Q1 2023.