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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
Luther King Capital Management (LKCM)
126
Luther King Capital Management (LKCM)
Texas
$27.4M +$16.6M +87,702 +158%
Truist Financial
127
Truist Financial
North Carolina
$26.2M +$1.51M +7,945 +6%
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.4M +$148K +779 +0.6%
Caisse de Depot et Placement du Quebec (CDPQ)
129
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$24.8M -$12.6M -66,454 -34%
Ameriprise
130
Ameriprise
Minnesota
$24.8M +$3.02M +15,930 +14%
TNB
131
Thomasville National Bank
Georgia
$24.2M -$499K -2,628 -2%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$23.6M +$8.5M +44,779 +57%
Chevy Chase Trust
133
Chevy Chase Trust
Maryland
$23.6M +$268K +1,414 +1%
State of New Jersey Common Pension Fund D
134
State of New Jersey Common Pension Fund D
New Jersey
$23.4M
MML Investors Services
135
MML Investors Services
Massachusetts
$23.4M -$971K -5,120 -4%
EAM
136
Eventide Asset Management
Massachusetts
$22.9M +$5.25M +27,676 +30%
Victory Capital Management
137
Victory Capital Management
Texas
$22.7M -$495K -2,609 -2%
RG
138
Rathbones Group
United Kingdom
$22.6M -$28.5K -150 -0.1%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$22.3M -$3.27M -17,210 -13%
Russell Investments Group
140
Russell Investments Group
United Kingdom
$22.2M -$2.03M -10,704 -8%
FWCM
141
Ferguson Wellman Capital Management
Oregon
$21.6M +$100K +527 +0.5%
CIP
142
Chartwell Investment Partners
Pennsylvania
$21.5M -$1.13M -5,937 -5%
DekaBank Deutsche Girozentrale
143
DekaBank Deutsche Girozentrale
Germany
$21.4M +$3.08M +16,252 +17%
State of Wisconsin Investment Board
144
State of Wisconsin Investment Board
Wisconsin
$21.4M +$1.12M +5,925 +6%
1832 Asset Management
145
1832 Asset Management
Ontario, Canada
$21.1M -$9.65M -50,879 -32%
CP
146
Cumberland Partners
Ontario, Canada
$21M +$1.05M +5,532 +5%
US Bancorp
147
US Bancorp
Minnesota
$21M -$1.23M -6,499 -6%
PC
148
PhiloSmith Capital
Connecticut
$20.4M
Toronto Dominion Bank
149
Toronto Dominion Bank
Ontario, Canada
$20.3M -$1.46M -7,715 -7%
VHAM
150
Van Hulzen Asset Management
California
$20.2M +$6.89M +36,300 +52%

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.