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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
AAM
376
Advisors Asset Management
Colorado
$1.96M -$179K -958 -8%
LA
377
LBP AM
France
$1.93M +$1.92M +10,255 New
PG
378
Pendal Group
Australia
$1.92M +$270K +1,444 +16%
IWS
379
Insight Wealth Strategies
California
$1.92M -$40.4K -216 -2%
PFS
380
Prospera Financial Services
Texas
$1.9M +$142K +760 +8%
NMERB
381
New Mexico Educational Retirement Board
New Mexico
$1.9M -$131K -700 -7%
MNBTD
382
Moody National Bank Trust Division
Texas
$1.89M +$8.23K +44 +0.4%
GT
383
Glenmede Trust
Pennsylvania
$1.89M +$123K +658 +7%
BEI
384
Benjamin Edwards Inc
Missouri
$1.88M -$212K -1,136 -10%
JWM
385
Janiczek Wealth Management
Colorado
$1.88M
VPIM
386
Vanguard Personalized Indexing Management
California
$1.87M +$163K +872 +10%
CAN
387
Cetera Advisor Networks
California
$1.86M +$941K +5,033 +104%
JCM
388
Jag Capital Management
Missouri
$1.85M -$92K -492 -5%
NB
389
Norinchukin Bank
Japan
$1.82M -$402K -2,152 -18%
CCM
390
Cox Capital Management
Massachusetts
$1.81M +$50.9K +272 +3%
CAPTRUST Financial Advisors
391
CAPTRUST Financial Advisors
North Carolina
$1.76M -$15.9K -85 -0.9%
BCPE
392
Bain Capital Public Equity
Massachusetts
$1.69M +$1.68M +8,958 New
API
393
Advisor Partners II
California
$1.68M +$85.1K +455 +5%
BRWA
394
B. Riley Wealth Advisors
Florida
$1.66M +$10.5K +56 +0.6%
EOJOAM
395
E. Ohman J:or Asset Management
Sweden
$1.66M
LIM
396
Leavell Investment Management
Alabama
$1.66M
SAM
397
Storebrand Asset Management
Norway
$1.65M +$50.7K +271 +3%
OC
398
Oppenheimer & Co
New York
$1.65M -$33.9K -181 -2%
RJT
399
Raymond James Trust
Florida
$1.64M +$10.8K +58 +0.7%
WTC
400
WhitTier Trust Company
Nevada
$1.63M +$46.6K +249 +3%

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.