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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
JWCA
451
J.W. Coons Advisors
Ohio
$818K +$124K +697 +17%
TTWM
452
TCV Trust & Wealth Management
Virginia
$795K -$6.57K -37 -0.8%
GC
453
Gilbert & Cook
Iowa
$792K +$12.4K +70 +2%
MCM
454
MAI Capital Management
Ohio
$790K -$4.26K -24 -0.5%
BBVA
455
Banco Bilbao Vizcaya Argentaria
Spain
$789K -$4.26K -24 -0.5%
Baird Financial Group
456
Baird Financial Group
Wisconsin
$789K +$46.3K +261 +6%
V
457
Veritable
Delaware
$784K +$16.7K +94 +2%
KLC
458
Knowledge Leaders Capital
Colorado
$779K -$567K -3,194 -41%
FSC
459
Full Sail Capital
Oklahoma
$772K -$33.5K -189 -4%
PRS
460
Pinkerton Retirement Specialists
Idaho
$772K +$800K +4,506 New
IWA
461
IBEX Wealth Advisors
New Jersey
$770K -$3.37K -19 -0.4%
PTC
462
Private Trust Company
Ohio
$766K -$10.5K -59 -1%
AssetMark Inc
463
AssetMark Inc
California
$763K +$305K +1,720 +63%
SAM
464
Sawgrass Asset Management
Florida
$757K -$20.1K -113 -2%
Qube Research & Technologies (QRT)
465
Qube Research & Technologies (QRT)
United Kingdom
$754K +$782K +4,406 New
SS
466
Sunbelt Securities
Texas
$750K +$25.2K +142 +3%
FCM
467
FJ Capital Management
Virginia
$744K -$178K -1,000 -20%
BL
468
Balentine LLC
Georgia
$742K -$41K -231 -5%
EIP
469
Ellis Investment Partners
Pennsylvania
$741K
HCM
470
HM Capital Management
Missouri
$733K
SIA
471
Schechter Investment Advisors
Michigan
$723K +$84.7K +477 +13%
MSAM
472
Moloney Securities Asset Management
Missouri
$716K +$742K +4,179 New
5L
473
55I LLC
Massachusetts
$708K +$734K +4,135 New
WI
474
WrapManager Inc
California
$703K -$30K -169 -4%
AIA
475
Alera Investment Advisors
Illinois
$701K +$727K +4,094 New

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.