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Arthur J. Gallagher & Co

919 hedge funds and large institutions have $33.9B invested in Arthur J. Gallagher & Co in 2022 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 317 increasing their positions, 315 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 48

99% more call options, than puts

Call options by funds: $51.2M | Put options by funds: $25.7M

9% more capital invested

Capital invested by funds: $31.1B → $33.9B (+$2.8B)

6% more funds holding

Funds holding: 864919 (+55)

1% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 315

0% more funds holding in top 10

Funds holding in top 10: 3939 (0)

0.51% less ownership

Funds ownership: 86.49%85.98% (-0.51%)

Holders
919
Holders Change
+55
Holders Change %
+6.37%
% of All Funds
14.77%
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.63%
New
124
Increased
317
Reduced
315
Closed
48
Calls
$51.2M
Puts
$25.7M
Net Calls
+$25.5M
Net Calls Change
+$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BRC
276
Bishop Rock Capital
New York
$5.33M -$882K -4,718 -14%
JWM
277
Jackson Wealth Management
Florida
$5.32M -$293K -1,569 -5%
DA
278
Duality Advisers
Florida
$5.31M +$4.68M +25,049 +807%
BFS
279
Bradley Foster & Sargent
Connecticut
$5.05M -$561K -3,001 -10%
X
280
Xponance
Pennsylvania
$5.04M +$756K +4,043 +18%
FLI
281
Family Legacy Inc
South Carolina
$4.99M -$82.3K -440 -2%
NA
282
NewEdge Advisors
Louisiana
$4.97M +$495K +2,645 +1%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$4.89M +$6.55K +35 +0.1%
PAS
284
Park Avenue Securities
New York
$4.88M +$8.79K +47 +0.2%
PAG
285
Private Advisor Group
New Jersey
$4.76M -$47.3K -253 -0.7%
KA
286
Kerrisdale Advisers
Florida
$4.73M +$1.98M +10,600 +73%
CNB
287
Czech National Bank
Czech Republic
$4.65M +$44K +235 +1%
KLCM
288
KG&L Capital Management
Louisiana
$4.64M -$5.99K -32 -0.1%
Wealthfront Advisers
289
Wealthfront Advisers
California
$4.62M -$840K -4,490 -15%
BA
290
Ballew Advisors
Mississippi
$4.61M +$4.86K +26 +0.1%
MCWS
291
McKinley Carter Wealth Services
West Virginia
$4.59M +$640K +3,423 +16%
NVIM
292
New Vernon Investment Management
Illinois
$4.58M
Federated Hermes
293
Federated Hermes
Pennsylvania
$4.47M -$12.4M -66,369 -74%
GWM
294
Geneos Wealth Management
Colorado
$4.46M -$42.3K -226 -0.9%
CSS
295
Cubist Systematic Strategies
Connecticut
$4.46M -$1.55M -8,290 -26%
FLPIM
296
F.L. Putnam Investment Management
Massachusetts
$4.45M -$342K -1,829 -7%
CIBC World Market
297
CIBC World Market
Ontario, Canada
$4.42M -$25.6K -137 -0.6%
Nordea Investment Management
298
Nordea Investment Management
Sweden
$4.38M -$403K -2,153 -8%
NAM
299
Nissay Asset Management
Japan
$4.33M -$82.7K -442 -2%
EDRH
300
Edmond de Rothschild Holding
Switzerland
$4.31M +$529K +2,830 +14%

AJG Hedge Fund Activity: Q4 2022 in Review

919 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2022, worth a combined $33.9B — up 9% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new AJG positions and 48 closed out — a net gain of 76 holders — while 317 added to existing stakes and 315 trimmed.

The largest buyer was Capital World Investors, adding an estimated $280M. The largest seller was Baillie Gifford & Co, cutting an estimated $294M.

  • 919 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2022, up from 864 in Q3 2022.
  • Funds reported $33.9B of Arthur J. Gallagher & Co stock for Q4 2022, up 9% quarter-over-quarter.
  • 124 funds opened new Arthur J. Gallagher & Co positions in Q4 2022 and 48 closed out, a net change of +76 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2022 was Capital World Investors, an estimated $280M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2022 was Baillie Gifford & Co, an estimated $294M sold.

Based on aggregated 13F filings for Q4 2022.