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Arthur J. Gallagher & Co

996 hedge funds and large institutions have $42.3B invested in Arthur J. Gallagher & Co in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 374 increasing their positions, 349 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 58

26% more call options, than puts

Call options by funds: $80.9M | Put options by funds: $64.1M

23% more funds holding in top 10

Funds holding in top 10: 4353 (+10)

6% more capital invested

Capital invested by funds: $39.9B → $42.3B (+$2.34B)

2% more funds holding

Funds holding: 973996 (+23)

7% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 349

0.91% more ownership

Funds ownership: 85.07%85.98% (+0.91%)

Holders
996
Holders Change
+23
Holders Change %
+2.36%
% of All Funds
15.81%
Holding in Top 10
53
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.26%
% of All Funds
0.84%
New
95
Increased
374
Reduced
349
Closed
58
Calls
$80.9M
Puts
$64.1M
Net Calls
+$16.8M
Net Calls Change
+$22.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.82B -$7.2M -32,148 -0.1%
BlackRock
2
BlackRock
New York
$3.88B +$124M +554,729 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.2B +$163M +726,485 +8%
Capital International Investors
4
Capital International Investors
California
$2.2B +$33.7M +150,382 +2%
State Street
5
State Street
Massachusetts
$1.98B -$54M -241,291 -3%
Norges Bank
6
Norges Bank
Norway
$1.54B -$127M -569,589 -8%
Morgan Stanley
7
Morgan Stanley
New York
$1.42B +$7.83M +34,999 +0.6%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.23B -$71.9M -321,388 -6%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.14B +$20.3M +90,842 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.11B +$26M +116,265 +2%
Capital World Investors
11
Capital World Investors
California
$809M +$316M +1,413,750 +66%
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$644M -$25.7M -114,842 -4%
WCM Investment Management
13
WCM Investment Management
California
$592M +$9.62M +42,964 +2%
Invesco
14
Invesco
Georgia
$586M +$19.9M +88,861 +4%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$585M -$39.9M -178,358 -6%
Northern Trust
16
Northern Trust
Illinois
$477M +$24M +107,176 +5%
Boston Partners
17
Boston Partners
Massachusetts
$465M -$31.5M -140,558 -6%
Fidelity International
18
Fidelity International
Bermuda
$424M -$19.7M -88,064 -5%
Charles Schwab
19
Charles Schwab
California
$416M +$435K +1,943 +0.1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$392M -$8.29M -37,055 -2%
BBHC
21
Brown Brothers Harriman & Co
New York
$388M -$7.71M -34,436 -2%
Mitsubishi UFJ Asset Management
22
Mitsubishi UFJ Asset Management
Japan
$325M +$27.2M +121,638 +9%
Legal & General Group
23
Legal & General Group
United Kingdom
$305M -$12.1M -54,001 -4%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$297M +$988K +4,414 +0.3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$294M +$60.7M +271,225 +27%

AJG Hedge Fund Activity: Q3 2023 in Review

996 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2023, worth a combined $42.3B — up 5.9% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AJG positions and 58 closed out — a net gain of 37 holders — while 374 added to existing stakes and 349 trimmed.

The largest buyer was Capital World Investors, adding an estimated $316M. The largest seller was Norges Bank, cutting an estimated $127M.

  • 996 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2023, up from 973 in Q2 2023.
  • Funds reported $42.3B of Arthur J. Gallagher & Co stock for Q3 2023, up 5.9% quarter-over-quarter.
  • 95 funds opened new Arthur J. Gallagher & Co positions in Q3 2023 and 58 closed out, a net change of +37 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2023 was Capital World Investors, an estimated $316M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2023 was Norges Bank, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2023.