Arthur J. Gallagher & Co
1,081 hedge funds and large institutions have $41.9B invested in Arthur J. Gallagher & Co in 2023 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 413 increasing their positions, 356 reducing their positions, and 63 closing their positions.
159% more first-time investments, than exits
New positions opened: 163 | Existing positions closed: 63
16% more repeat investments, than reductions
Existing positions increased: 413 | Existing positions reduced: 356
8% more funds holding
Funds holding: 997 → 1,081 (+84)
5% more call options, than puts
Call options by funds: $86.6M | Put options by funds: $82.2M
0.41% more ownership
Funds ownership: 85.98% → 86.39% (+0.41%)
1% less capital invested
Capital invested by funds: $42.3B → $41.9B (-$319M)
30% less funds holding in top 10
Funds holding in top 10: 53 → 37 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$303M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$209M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$159M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$147M |
| 5 |
SFFS
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$293M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$226M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$218M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$123M |
| 5 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$113M |
AJG Hedge Fund Activity: Q4 2023 in Review
1,081 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2023, worth a combined $41.9B — down 0.75% from $42.3B a quarter earlier.
Buyers outnumbered sellers: 163 funds opened new AJG positions and 63 closed out — a net gain of 100 holders — while 413 added to existing stakes and 356 trimmed.
The largest buyer was Brown Advisory, adding an estimated $303M. The largest seller was Wellington Management Group, cutting an estimated $293M.
- 1,081 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2023, up from 997 in Q3 2023.
- Funds reported $41.9B of Arthur J. Gallagher & Co stock for Q4 2023, down 0.75% quarter-over-quarter.
- 163 funds opened new Arthur J. Gallagher & Co positions in Q4 2023 and 63 closed out, a net change of +100 holders.
- The largest Arthur J. Gallagher & Co buyer in Q4 2023 was Brown Advisory, an estimated $303M added.
- The largest Arthur J. Gallagher & Co seller in Q4 2023 was Wellington Management Group, an estimated $293M sold.
Based on aggregated 13F filings for Q4 2023.