We are live on ! Find out more
AJG icon

Arthur J. Gallagher & Co

821 hedge funds and large institutions have $29B invested in Arthur J. Gallagher & Co in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 296 increasing their positions, 289 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $52.9M | Put options by funds: $26.3M

42% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 55

2% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 289

1% more funds holding

Funds holding: 815821 (+6)

0.21% less ownership

Funds ownership: 85.28%85.07% (-0.21%)

6% less capital invested

Capital invested by funds: $31B → $29B (-$1.92B)

8% less funds holding in top 10

Funds holding in top 10: 3734 (-3)

Holders
821
Holders Change
+6
Holders Change %
+0.74%
% of All Funds
13.83%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.57%
New
78
Increased
296
Reduced
289
Closed
55
Calls
$52.9M
Puts
$26.3M
Net Calls
+$26.6M
Net Calls Change
+$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
251
Jupiter Asset Management
United Kingdom
$4.89M +$4.98M +30,000 New
BFS
252
Bradley Foster & Sargent
Connecticut
$4.88M +$58.6K +353 +1%
BG
253
Bollard Group
Massachusetts
$4.83M +$15.3K +92 +0.3%
KLCM
254
KG&L Capital Management
Louisiana
$4.78M +$199K +1,200 +4%
Marshall Wace
255
Marshall Wace
United Kingdom
$4.78M +$4.86M +29,300 New
RIG
256
Roosevelt Investment Group
New York
$4.76M
FLI
257
Family Legacy Inc
South Carolina
$4.74M -$52.8K -318 -1%
SWM
258
Segment Wealth Management
Texas
$4.73M +$305K +1,839 +7%
Zurich Cantonal Bank
259
Zurich Cantonal Bank
Switzerland
$4.72M -$4.69M -28,285 -49%
TPCW
260
TD Private Client Wealth
New York
$4.69M +$11.3K +68 +0.2%
MOACM
261
Mutual of America Capital Management
New York
$4.67M +$136K +821 +3%
Nordea Investment Management
262
Nordea Investment Management
Sweden
$4.66M +$3.01M +18,129 +171%
BNP Paribas Asset Management
263
BNP Paribas Asset Management
France
$4.61M +$196K +1,180 +4%
CI Investments Inc
264
CI Investments Inc
Ontario, Canada
$4.58M -$37.2K -224 -0.8%
CG
265
Caprock Group
Idaho
$4.57M +$64.7K +390 +1%
Janus Henderson Group
266
Janus Henderson Group
United Kingdom
$4.56M -$20M -120,780 -81%
TPSF
267
Texas Permanent School Fund
Texas
$4.52M +$117K +708 +3%
LWMG
268
Levy Wealth Management Group
Pennsylvania
$4.35M +$431K +2,600 +11%
FWCM
269
Ferguson Wellman Capital Management
Oregon
$4.26M +$882K +5,315 +26%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$4.19M +$160K +963 +4%
FLPIM
271
F.L. Putnam Investment Management
Massachusetts
$4.13M +$84.6K +510 +2%
CC
272
Cipher Capital
New York
$4.04M +$4.11M +24,775 New
EDRH
273
Edmond de Rothschild Holding
Switzerland
$4.01M -$1.07M -6,475 -21%
GWM
274
Geneos Wealth Management
Colorado
$3.97M +$126K +760 +3%
NVIM
275
New Vernon Investment Management
Illinois
$3.96M

AJG Hedge Fund Activity: Q2 2022 in Review

821 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2022, worth a combined $29B — down 6.2% from $31B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new AJG positions and 55 closed out — a net gain of 23 holders — while 296 added to existing stakes and 289 trimmed.

The largest buyer was Capital International Investors, adding an estimated $231M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $151M.

  • 821 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2022, up from 815 in Q1 2022.
  • Funds reported $29B of Arthur J. Gallagher & Co stock for Q2 2022, down 6.2% quarter-over-quarter.
  • 78 funds opened new Arthur J. Gallagher & Co positions in Q2 2022 and 55 closed out, a net change of +23 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2022 was Capital International Investors, an estimated $231M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2022 was Brown Brothers Harriman & Co, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2022.