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Arthur J. Gallagher & Co

864 hedge funds and large institutions have $31.1B invested in Arthur J. Gallagher & Co in 2022 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 299 increasing their positions, 290 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 52

85% more call options, than puts

Call options by funds: $47.8M | Put options by funds: $25.8M

15% more funds holding in top 10

Funds holding in top 10: 3439 (+5)

7% more capital invested

Capital invested by funds: $29B → $31.1B (+$2.09B)

5% more funds holding

Funds holding: 821864 (+43)

1.41% more ownership

Funds ownership: 85.07%86.49% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 290

Holders
864
Holders Change
+43
Holders Change %
+5.24%
% of All Funds
14.88%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.67%
New
108
Increased
299
Reduced
290
Closed
52
Calls
$47.8M
Puts
$25.8M
Net Calls
+$22M
Net Calls Change
-$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
276
Ferguson Wellman Capital Management
Oregon
$4.81M +$357K +2,012 +8%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$4.43M +$31.6K +178 +0.7%
PAS
278
Park Avenue Securities
New York
$4.42M +$896K +5,045 +24%
FLI
279
Family Legacy Inc
South Carolina
$4.41M -$531K -2,994 -10%
FLPIM
280
F.L. Putnam Investment Management
Massachusetts
$4.36M +$19.7K +111 +0.4%
Nordea Investment Management
281
Nordea Investment Management
Sweden
$4.35M -$607K -3,419 -12%
KLCM
282
KG&L Capital Management
Louisiana
$4.22M -$834K -4,700 -16%
CNB
283
Czech National Bank
Czech Republic
$4.18M +$4.34M +24,444 New
BA
284
Ballew Advisors
Mississippi
$4.17M +$4.97K +28 +0.1%
NVIM
285
New Vernon Investment Management
Illinois
$4.16M
BCM
286
Brookmont Capital Management
Texas
$4.12M +$114K +640 +3%
GWM
287
Geneos Wealth Management
Colorado
$4.09M -$36.4K -205 -0.9%
CIBC World Market
288
CIBC World Market
Ontario, Canada
$4.03M +$1.38M +7,795 +49%
NAM
289
Nissay Asset Management
Japan
$4.01M +$174K +980 +4%
X
290
Xponance
Pennsylvania
$3.89M +$528K +2,974 +15%
OCA
291
Otter Creek Advisors
Florida
$3.88M +$4.02M +22,670 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
292
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.82M -$2.71M -15,279 -41%
LWMG
293
Levy Wealth Management Group
Pennsylvania
$3.8M -$797K -4,489 -17%
CB
294
Commerce Bank
Missouri
$3.73M +$105K +591 +3%
AFM
295
Andesa Financial Management
Pennsylvania
$3.73M +$1.9M +10,702 +96%
NWM
296
Nicola Wealth Management
British Columbia, Canada
$3.6M +$3.73M +21,000 New
MCWS
297
McKinley Carter Wealth Services
West Virginia
$3.59M +$3.72M +20,948 New
CTC
298
Central Trust Company
Missouri
$3.49M -$105K -590 -3%
MCCP
299
Mission Creek Capital Partners
California
$3.49M +$35.5K +200 +1%
HIMCH
300
Hartford Investment Management Co (HIMCO)
Connecticut
$3.44M -$34.6K -195 -1%

AJG Hedge Fund Activity: Q3 2022 in Review

864 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2022, worth a combined $31.1B — up 7.2% from $29B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new AJG positions and 52 closed out — a net gain of 56 holders — while 299 added to existing stakes and 290 trimmed.

The largest buyer was Capital International Investors, adding an estimated $534M. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 864 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2022, up from 821 in Q2 2022.
  • Funds reported $31.1B of Arthur J. Gallagher & Co stock for Q3 2022, up 7.2% quarter-over-quarter.
  • 108 funds opened new Arthur J. Gallagher & Co positions in Q3 2022 and 52 closed out, a net change of +56 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2022 was Capital International Investors, an estimated $534M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2022 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q3 2022.