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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
MCM
451
MAI Capital Management
Ohio
$989K +$119K +634 +14%
AssetMark Inc
452
AssetMark Inc
California
$988K +$147K +786 +18%
CGIM
453
Capital Group Investment Management
Singapore
$977K +$969K +5,181 New
SS
454
Simplicity Solutions
Minnesota
$954K +$201K +1,073 +27%
EWM
455
Evercore Wealth Management
New York
$946K -$46.8K -250 -5%
SC
456
Savant Capital
Illinois
$928K -$81.4K -435 -8%
KTA
457
Keeley-Teton Advisors
Illinois
$908K -$31.8K -170 -3%
TI
458
Tidal Investments
Wisconsin
$904K +$394K +2,104 +78%
BL
459
Balentine LLC
Georgia
$887K +$69.6K +372 +9%
QT
460
Quantamental Technologies
New York
$887K +$880K +4,704 New
MGP
461
Metis Global Partners
California
$880K +$245K +1,308 +39%
JWCA
462
J.W. Coons Advisors
Ohio
$873K -$27.5K -147 -3%
BBVA
463
Banco Bilbao Vizcaya Argentaria
Spain
$872K +$2.62K +14 +0.3%
SG
464
Stonnington Group
California
$869K +$215K +1,150 +34%
RA
465
RFG Advisory
Alabama
$866K -$18.7K -100 -2%
V
466
Veritable
Delaware
$864K +$748 +4 +0.1%
Northwestern Mutual Wealth Management
467
Northwestern Mutual Wealth Management
Wisconsin
$860K +$255K +1,362 +43%
VCM
468
Virtue Capital Management
Tennessee
$860K +$853K +4,563 New
Baird Financial Group
469
Baird Financial Group
Wisconsin
$858K -$10.5K -56 -1%
AF
470
Allworth Financial
California
$854K +$638K +3,409 +305%
PTC
471
Private Trust Company
Ohio
$850K +$6.73K +36 +0.8%
AWS
472
Atria Wealth Solutions
New York
$842K +$372K +1,987 +80%
SAM
473
Sawgrass Asset Management
Florida
$834K
IWA
474
IBEX Wealth Advisors
New Jersey
$829K -$18K -96 -2%
DA
475
Dover Advisors
Virginia
$825K +$819K +4,377 New

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.