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Arthur J. Gallagher & Co

821 hedge funds and large institutions have $29B invested in Arthur J. Gallagher & Co in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 296 increasing their positions, 289 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $52.9M | Put options by funds: $26.3M

42% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 55

2% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 289

1% more funds holding

Funds holding: 815821 (+6)

0.21% less ownership

Funds ownership: 85.28%85.07% (-0.21%)

6% less capital invested

Capital invested by funds: $31B → $29B (-$1.92B)

8% less funds holding in top 10

Funds holding in top 10: 3734 (-3)

Holders
821
Holders Change
+6
Holders Change %
+0.74%
% of All Funds
13.83%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.57%
New
78
Increased
296
Reduced
289
Closed
55
Calls
$52.9M
Puts
$26.3M
Net Calls
+$26.6M
Net Calls Change
+$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
451
Cetera Investment Advisers
Illinois
$643K +$172K +1,035 +36%
AG
452
AIA Group
Hong Kong
$643K +$431K +2,599 +193%
CP
453
Cumberland Partners
Ontario, Canada
$628K +$639K +3,850 New
BCI
454
Brinker Capital Investments
Pennsylvania
$624K -$2.99K -18 -0.5%
FCI
455
Financial Counselors Inc
Kansas
$615K -$7.97K -48 -1%
TW
456
TrinityPoint Wealth
Connecticut
$613K +$43.1K +260 +7%
FT
457
Fiduciary Trust
Massachusetts
$611K
SIA
458
Schechter Investment Advisors
Michigan
$611K +$622K +3,750 New
RCM
459
Raleigh Capital Management
North Carolina
$604K +$33.5K +202 +6%
PAG
460
Private Advisory Group
Washington
$595K
TF
461
TIAA FSB
Florida
$594K +$605K +3,646 New
SFA
462
Sequoia Financial Advisors
Ohio
$593K +$184K +1,106 +44%
AA
463
AlphaMark Advisors
Kentucky
$591K +$28.7K +173 +5%
CCA
464
Checchi Capital Advisers
California
$589K +$40.2K +242 +8%
AG
465
Ascent Group
Virginia
$589K +$124K +749 +29%
AWA
466
Arete Wealth Advisors
Illinois
$585K +$51.3K +309 +9%
RIM
467
Reynolds Investment Management
South Carolina
$578K +$17.9K +108 +3%
NF
468
NTB Financial
Colorado
$577K -$5.81K -35 -1%
PMA
469
Prudent Man Advisors
Illinois
$577K -$1.99K -12 -0.3%
CCP
470
Corient Capital Partners
California
$576K +$51.6K +311 +10%
MIM
471
Merrion Investment Management
New Jersey
$571K +$83K +500 +17%
BAMF
472
BI Asset Management Fondsmaeglerselskab
Denmark
$567K +$351K +2,117 +156%
ACM
473
Allred Capital Management
Texas
$562K -$24.1K -145 -4%
PFC
474
Phocas Financial Corp
California
$562K
CSIC
475
Clifford Swan Investment Counsel
California
$554K

AJG Hedge Fund Activity: Q2 2022 in Review

821 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2022, worth a combined $29B — down 6.2% from $31B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new AJG positions and 55 closed out — a net gain of 23 holders — while 296 added to existing stakes and 289 trimmed.

The largest buyer was Capital International Investors, adding an estimated $231M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $151M.

  • 821 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2022, up from 815 in Q1 2022.
  • Funds reported $29B of Arthur J. Gallagher & Co stock for Q2 2022, down 6.2% quarter-over-quarter.
  • 78 funds opened new Arthur J. Gallagher & Co positions in Q2 2022 and 55 closed out, a net change of +23 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2022 was Capital International Investors, an estimated $231M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2022 was Brown Brothers Harriman & Co, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2022.