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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
Adage Capital Partners
26
Adage Capital Partners
Massachusetts
$193M +$41.2M +220,100 +27%
Mawer Investment Management
27
Mawer Investment Management
Alberta, Canada
$184M -$2.73M -14,610 -1%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$180M +$1.05M +5,626 +0.6%
Bessemer Group
29
Bessemer Group
New Jersey
$171M +$2.02M +10,774 +1%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$166M +$39.1M +208,946 +31%
Goldman Sachs
31
Goldman Sachs
New York
$166M +$16.4M +87,589 +11%
Swiss National Bank
32
Swiss National Bank
Switzerland
$161M -$10.4M -55,405 -6%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M -$48.9M -261,297 -25%
Mitsubishi UFJ Trust & Banking
34
Mitsubishi UFJ Trust & Banking
Japan
$147M -$18.8M -100,704 -11%
Bank of America
35
Bank of America
North Carolina
$140M -$24.7M -132,221 -15%
BMO
36
Beck Mack & Oliver
New York
$130M -$1.77M -9,473 -1%
CIP
37
Champlain Investment Partners
Vermont
$124M -$88M -470,375 -42%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$122M +$7.94M +42,451 +7%
Deutsche Bank
39
Deutsche Bank
Germany
$122M +$13.6M +72,842 +13%
DZ Bank
40
DZ Bank
Germany
$118M +$7.6M +40,622 +7%
GAM
41
Guinness Asset Management
United Kingdom
$117M -$9.41M -50,305 -7%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$117M -$46.5M -248,385 -29%
AI
43
Axiom Investors
Connecticut
$116M +$115M +616,600 New
N
44
Nuveen
North Carolina
$116M -$7.17M -38,320 -6%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$112M -$1.04M -5,580 -0.9%
CS
46
Credit Suisse
Switzerland
$106M +$6.4M +34,213 +6%
Amundi
47
Amundi
France
$99.5M -$7.75M -41,437 -8%
GRP
48
Global Retirement Partners
California
$96.5M -$767K -4,100 -0.8%
FPCG
49
Fort Pitt Capital Group
Pennsylvania
$96.5M -$1.63M -8,739 -2%
ZIM
50
Zacks Investment Management
Illinois
$95.1M +$3.63M +19,385 +4%

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.