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Arthur J. Gallagher & Co

973 hedge funds and large institutions have $39.9B invested in Arthur J. Gallagher & Co in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 341 increasing their positions, 370 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 63

15% more capital invested

Capital invested by funds: $34.7B → $39.9B (+$5.22B)

13% more funds holding in top 10

Funds holding in top 10: 3843 (+5)

3% more funds holding

Funds holding: 947973 (+26)

0.56% less ownership

Funds ownership: 85.52%84.96% (-0.56%)

8% less repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 370

8% less call options, than puts

Call options by funds: $67.5M | Put options by funds: $73.3M

Holders
973
Holders Change
+26
Holders Change %
+2.75%
% of All Funds
15.24%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.67%
New
94
Increased
341
Reduced
370
Closed
63
Calls
$67.5M
Puts
$73.3M
Net Calls
-$5.79M
Net Calls Change
-$4.92M

AJG Hedge Fund Activity: Q2 2023 in Review

973 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2023, worth a combined $39.9B — up 15% from $34.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AJG positions and 63 closed out — a net gain of 31 holders — while 341 added to existing stakes and 370 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $672M. The largest seller was Baillie Gifford & Co, cutting an estimated $334M.

  • 973 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2023, up from 947 in Q1 2023.
  • Funds reported $39.9B of Arthur J. Gallagher & Co stock for Q2 2023, up 15% quarter-over-quarter.
  • 94 funds opened new Arthur J. Gallagher & Co positions in Q2 2023 and 63 closed out, a net change of +31 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2023 was Morgan Stanley, an estimated $672M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2023 was Baillie Gifford & Co, an estimated $334M sold.

Based on aggregated 13F filings for Q2 2023.