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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
AC
476
Allstate Corporation
Illinois
$553K +$563K +3,391 New
MAM
477
Montchanin Asset Management
Delaware
$549K +$559K +3,370 New
AWM
478
Axxcess Wealth Management
California
$546K +$14.8K +89 +3%
BFA
479
BMS Financial Advisors
South Dakota
$546K +$28.7K +173 +5%
BC
480
Bridgefront Capital
Texas
$540K +$550K +3,315 New
V
481
VeraBank
Texas
$538K
WSTAM
482
Wilbanks Smith & Thomas Asset Management
Virginia
$535K -$216K -1,303 -28%
CW
483
CreativeOne Wealth
Kansas
$532K +$92.4K +557 +21%
MGP
484
Metis Global Partners
California
$528K -$6.31K -38 -1%
TCB
485
Texas Capital Bancshares
Texas
$525K -$3.15K -19 -0.6%
D
486
Dentgroup
Louisiana
$525K
IC
487
IEQ Capital
California
$513K +$175K +1,052 +50%
PNC
488
Park National Corp
Ohio
$511K -$4.98K -30 -0.9%
Northwestern Mutual Wealth Management
489
Northwestern Mutual Wealth Management
Wisconsin
$509K -$3.65K -22 -0.7%
WDC
490
Woodward Diversified Capital
California
$503K +$3.48K +21 +0.7%
PO
491
Private Ocean
California
$502K +$219K +1,319 +75%
BCV
492
Banque Cantonale Vaudoise
Switzerland
$500K -$49.8K -300 -9%
HTC
493
Haverford Trust Company
Pennsylvania
$500K +$51.9K +313 +11%
OAM
494
Occidental Asset Management
California
$495K
GWSG
495
GPS Wealth Strategies Group
Colorado
$495K +$86.3K +520 +21%
SWA
496
Stratos Wealth Advisors
Ohio
$491K -$114K -686 -19%
Boston Partners
497
Boston Partners
Massachusetts
$485K -$82K -494 -14%
RIL
498
Rothschild Investment LLC
Illinois
$481K
Walleye Capital
499
Walleye Capital
New York
$480K +$489K +2,947 New
ECM
500
Everence Capital Management
Indiana
$478K

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.