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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
Brown Advisory
151
Brown Advisory
Maryland
$20.2M +$61.5K +324 +0.3%
NPPM
152
North Point Portfolio Managers
Ohio
$20.1M -$42.7K -225 -0.2%
WAM
153
Wilson Asset Management
Australia
$20M
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$19.8M +$8.08M +42,585 +70%
AQR Capital Management
155
AQR Capital Management
Connecticut
$19.8M +$49.7K +262 +0.3%
SEI Investments
156
SEI Investments
Pennsylvania
$19.7M +$4.58M +24,149 +31%
MSV
157
MN Services Vermogensbeheer
Netherlands
$19.7M +$607K +3,200 +3%
MGIM
158
M&G Investment Management
United Kingdom
$19.6M +$19.2M +100,970 +6,472%
PAMS
159
Pictet Asset Management (Switzerland)
Switzerland
$19.5M +$573K +3,021 +3%
PP
160
Prospector Partners
Connecticut
$19M -$2.28M -12,024 -11%
1CP
161
11 Capital Partners
Connecticut
$18.8M +$3.84M +20,250 +26%
M&T Bank
162
M&T Bank
New York
$18.7M +$9.37M +49,364 +103%
Calamos Advisors
163
Calamos Advisors
Illinois
$18.5M -$2.29M -12,085 -11%
PAS
164
Professional Advisory Services
Florida
$18.5M +$217K +1,144 +1%
Asset Management One
165
Asset Management One
Japan
$18M +$497K +2,619 +3%
HighTower Advisors
166
HighTower Advisors
Illinois
$17.7M -$40.6K -214 -0.2%
Schroder Investment Management Group
167
Schroder Investment Management Group
United Kingdom
$17.6M -$339K -1,787 -2%
CI Investments Inc
168
CI Investments Inc
Ontario, Canada
$17.6M +$11.8M +62,097 +207%
MAM
169
Martingale Asset Management
Massachusetts
$17.5M -$88.2K -465 -0.5%
Treasurer of the State of North Carolina
170
Treasurer of the State of North Carolina
North Carolina
$17.4M +$123K +650 +0.7%
BFM
171
Boston Financial Management
Massachusetts
$17.4M +$17.2M +90,700 New
SIMG
172
Sonora Investment Management Group
Arizona
$17.2M -$135K -711 -0.8%
AIP
173
ARS Investment Partners
New York
$16.9M -$7.02K -37 -0%
WBC
174
Westpac Banking Corp
Australia
$16.6M -$697K -3,673 -4%
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.3M +$7.13M +37,597 +79%

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.