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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
SMDAM
326
Sumitomo Mitsui DS Asset Management
Japan
$3.18M +$260K +1,392 +9%
DWA
327
Dorsey Wright & Associates
California
$3.18M +$3.15M +16,867 New
KAS
328
Kestra Advisory Services
Texas
$3.17M +$1.14M +6,106 +57%
KRS
329
Kentucky Retirement Systems
Kentucky
$3.12M +$13.5K +72 +0.4%
FHB
330
First Hawaiian Bank
Hawaii
$3.11M -$87K -465 -3%
BOC
331
Barbara Oil Co
Illinois
$3.11M
MSRPS
332
Maryland State Retirement & Pension System
Maryland
$3.08M +$64.2K +343 +2%
EMPI
333
Elo Mutual Pension Insurance
Finland
$3.06M +$89.8K +480 +3%
LWMM
334
Legacy Wealth Management (Mississippi)
Mississippi
$3.01M -$20.6K -110 -0.7%
SCA
335
Snowden Capital Advisors
New York
$3.01M -$41.5K -222 -1%
SLAM
336
Swiss Life Asset Management
$3M -$652K -3,485 -18%
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$2.99M -$12.2K -65 -0.4%
PCM
338
Penserra Capital Management
California
$2.97M +$2.76M +14,777 +1,472%
ACM
339
Ayrshire Capital Management
Connecticut
$2.97M +$2.95M +15,759 New
VI
340
Vestcor Inc
New Brunswick, Canada
$2.97M +$2.02M +10,792 +218%
RBC
341
Romano Brothers & Co
Illinois
$2.94M +$4.3K +23 +0.1%
BB
342
Busey Bank
Illinois
$2.93M
OCA
343
Otter Creek Advisors
Florida
$2.87M -$1.4M -7,470 -33%
CIS
344
Capital International Sarl
California
$2.86M +$1.12M +5,994 +66%
AI
345
Atria Investments
North Carolina
$2.8M +$322K +1,722 +13%
APF
346
Alaska Permanent Fund
Alaska
$2.75M -$309K -1,651 -10%
AAS
347
Avantax Advisory Services
Texas
$2.71M +$330K +1,764 +14%
Janney Montgomery Scott
348
Janney Montgomery Scott
Pennsylvania
$2.7M -$93.3K -499 -3%
AT
349
AMF Tjänstepension
Sweden
$2.65M +$2.63M +14,058 New
PFM
350
Patton Fund Management
Texas
$2.65M -$58.7K -314 -2%

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.