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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.86B -$135M -713,446 -3%
BlackRock
2
BlackRock
New York
$3.18B -$11.7M -61,838 -0.4%
Capital International Investors
3
Capital International Investors
California
$1.82B -$50.9M -268,373 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.8B -$134M -705,132 -7%
State Street
5
State Street
Massachusetts
$1.66B -$73.1M -385,241 -4%
Norges Bank
6
Norges Bank
Norway
$1.6B +$149M +786,434 +10%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.04B +$7.42M +39,089 +0.7%
JP Morgan Chase
8
JP Morgan Chase
New York
$904M -$175M -923,926 -16%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$880M +$14.2M +74,974 +2%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$870M -$193M -1,018,706 -18%
Morgan Stanley
11
Morgan Stanley
New York
$564M +$152M +802,670 +37%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$509M -$43.1M -227,293 -8%
WCM Investment Management
13
WCM Investment Management
California
$492M -$22.4M -118,044 -4%
Invesco
14
Invesco
Georgia
$424M -$56.5M -297,890 -12%
Boston Partners
15
Boston Partners
Massachusetts
$419M +$414M +2,181,433 New
Capital World Investors
16
Capital World Investors
California
$407M +$1.05M +5,548 +0.3%
Northern Trust
17
Northern Trust
Illinois
$400M +$1.2M +6,321 +0.3%
BBHC
18
Brown Brothers Harriman & Co
New York
$377M -$26.1M -137,339 -7%
Fidelity International
19
Fidelity International
Bermuda
$350M +$22.7M +119,641 +7%
Charles Schwab
20
Charles Schwab
California
$349M -$2.37M -12,490 -0.7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$340M -$3.77M -19,874 -1%
FPP
22
Findlay Park Partners
United Kingdom
$292M -$18.9M -99,535 -6%
OIAM
23
OFI Invest Asset Management
France
$266M +$9.66B +50,898,408 New
Legal & General Group
24
Legal & General Group
United Kingdom
$262M +$1.61M +8,471 +0.6%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$254M -$13.1M -68,862 -5%

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.