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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
BWP
201
Baldwin Wealth Partners
Massachusetts
$11.7M +$105K +555 +0.9%
SLAM
202
Swiss Life Asset Management
$11.6M +$8.48M +44,712 +281%
IMPI
203
Ilmarinen Mutual Pension Insurance
Finland
$11.4M +$2.28M +12,000 +25%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$11.3M +$98.1K +517 +0.9%
SOMRS
205
State of Michigan Retirement System
Michigan
$11.2M +$190K +1,000 +2%
BPIM
206
Brant Point Investment Management
New York
$11.1M +$17.1K +90 +0.2%
AAF
207
Andra AP-fonden
Sweden
$10.9M +$474K +2,500 +5%
MIM
208
MetLife Investment Management
New Jersey
$10.6M -$66.8K -352 -0.6%
AB
209
Amalgamated Bank
New York
$10.6M +$122K +642 +1%
Aberdeen Group
210
Aberdeen Group
United Kingdom
$10.4M -$949 -5 -0%
HFS
211
Hantz Financial Services
Michigan
$10.2M +$140K +738 +1%
Corient Private Wealth
212
Corient Private Wealth
Florida
$10.1M +$2.28M +12,025 +30%
SOADOR
213
State of Alaska Department of Revenue
Alaska
$9.77M -$58.6K -309 -0.6%
CIBC Asset Management
214
CIBC Asset Management
Ontario, Canada
$9.75M +$327K +1,722 +3%
NWM
215
Nicola Wealth Management
British Columbia, Canada
$9.58M +$3.79M +20,000 +66%
WMSA
216
Weiss Multi-Strategy Advisers
New York
$9.57M +$9.49M +50,000 New
TF
217
Tompkins Financial
New York
$9.55M -$154K -810 -2%
Daiwa Securities Group
218
Daiwa Securities Group
Japan
$9.52M -$2.06M -10,836 -18%
Public Sector Pension Investment Board (PSP Investments)
219
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.41M +$54.1K +285 +0.6%
MAM
220
Mastrapasqua Asset Management
Tennessee
$9.37M -$173K -913 -2%
Allspring Global Investments
221
Allspring Global Investments
North Carolina
$9.25M +$2.19M +11,543 +31%
ProShare Advisors
222
ProShare Advisors
Maryland
$8.98M +$1.04M +5,503 +13%
FNBT
223
FineMark National Bank & Trust
Florida
$8.91M -$203K -1,072 -2%
Creative Planning
224
Creative Planning
Kansas
$8.82M -$85.2K -449 -1%
SAM
225
Smithbridge Asset Management
Pennsylvania
$8.7M -$7.4K -39 -0.1%

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.