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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
CAPTRUST Financial Advisors
376
CAPTRUST Financial Advisors
North Carolina
$1.61M -$200K -1,124 -11%
GT
377
Glenmede Trust
Pennsylvania
$1.61M -$96.9K -546 -5%
CCM
378
Cox Capital Management
Massachusetts
$1.6M +$23.4K +132 +1%
PFS
379
Prospera Financial Services
Texas
$1.59M -$178K -1,005 -10%
PHK
380
Point72 Hong Kong
Hong Kong
$1.59M -$2.14M -12,065 -57%
CIS
381
Capital International Sarl
California
$1.57M +$1.62M +9,151 New
VPIM
382
Vanguard Personalized Indexing Management
California
$1.55M +$302K +1,704 +23%
Citadel Advisors
383
Citadel Advisors
Florida
$1.54M -$45.1M -254,255 -97%
OC
384
Oppenheimer & Co
New York
$1.53M -$98.3K -554 -6%
Luther King Capital Management (LKCM)
385
Luther King Capital Management (LKCM)
Texas
$1.51M +$1.57M +8,844 New
DGAM
386
Desjardins Global Asset Management
Quebec, Canada
$1.51M
EOJOAM
387
E. Ohman J:or Asset Management
Sweden
$1.51M
LIM
388
Leavell Investment Management
Alabama
$1.5M -$109K -613 -7%
PG
389
Pendal Group
Australia
$1.5M +$17K +96 +1%
BRWA
390
B. Riley Wealth Advisors
Florida
$1.5M +$1.14M +6,409 +274%
RJT
391
Raymond James Trust
Florida
$1.48M +$78.1K +440 +5%
SAM
392
Storebrand Asset Management
Norway
$1.46M
API
393
Advisor Partners II
California
$1.45M +$1.5M +8,442 New
WTC
394
WhitTier Trust Company
Nevada
$1.43M -$12.8K -72 -0.9%
CII
395
Capital International Inc
California
$1.43M +$1.25M +7,043 +551%
HIM
396
Hanlon Investment Management
New Jersey
$1.42M +$90.4K +509 +7%
CWM
397
Cabot Wealth Management
Massachusetts
$1.41M
FNT
398
First Nebraska Trust
Nebraska
$1.39M
NMIMC
399
Northwestern Mutual Investment Management Company
Wisconsin
$1.34M -$104K -584 -7%
MYLI
400
Meiji Yasuda Life Insurance
Japan
$1.29M +$1.05M +5,918 +364%

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.