We are live on ! Find out more
AJG icon

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
BCM
301
Brookmont Capital Management
Texas
$4.31M -$221K -1,181 -5%
LWMG
302
Levy Wealth Management Group
Pennsylvania
$4.15M -$30.5K -163 -0.7%
ACM
303
Aquatic Capital Management
Illinois
$4.15M +$4.11M +22,000 New
Cetera Investment Advisers
304
Cetera Investment Advisers
Illinois
$4.14M +$2.74M +14,645 +201%
CB
305
Commerce Bank
Missouri
$4.11M +$4.49K +24 +0.1%
National Bank of Canada
306
National Bank of Canada
Quebec, Canada
$4.02M +$2.74M +14,650 +220%
QT
307
Quantbot Technologies
New York
$3.96M +$3.92M +20,983 New
FAB
308
First American Bank
Illinois
$3.95M +$179K +958 +5%
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$3.8M +$81.2K +434 +2%
CTC
310
Central Trust Company
Missouri
$3.8M -$47.5K -254 -1%
HIMCH
311
Hartford Investment Management Co (HIMCO)
Connecticut
$3.78M -$4.86K -26 -0.1%
TRSOTSOK
312
Teachers Retirement System of the State of Kentucky
Kentucky
$3.77M
SWP
313
Stratos Wealth Partners
Ohio
$3.69M -$38.2K -204 -1%
CI
314
Capital International
California
$3.68M +$1.15M +6,130 +46%
CGH
315
Crossmark Global Holdings
Texas
$3.58M +$413K +2,208 +13%
Commonwealth Equity Services
316
Commonwealth Equity Services
Massachusetts
$3.56M +$218K +1,163 +7%
Bank of Nova Scotia
317
Bank of Nova Scotia
Ontario, Canada
$3.45M +$12.7K +68 +0.4%
PA
318
PFG Advisors
Arizona
$3.35M +$376K +2,009 +13%
SAM
319
Securian Asset Management
Minnesota
$3.33M +$52.7K +282 +2%
Mercer Global Advisors
320
Mercer Global Advisors
Colorado
$3.26M +$238K +1,271 +8%
AF
321
Alerus Financial
North Dakota
$3.26M +$3.23M +17,286 New
N
322
Natixis
France
$3.24M +$727K +3,886 +29%
EI
323
Ethic Inc
New York
$3.2M +$325K +1,739 +11%
IG
324
ING Group
Netherlands
$3.2M +$539K +2,882 +20%
UB
325
UMB Bank
Missouri
$3.19M -$225K -1,205 -7%

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.