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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
TRCT
476
Tower Research Capital (TRC)
New York
$824K -$1.27M -6,801 -61%
GC
477
Gilbert & Cook
Iowa
$820K +$13.7K +73 +2%
EIP
478
Ellis Investment Partners
Pennsylvania
$817K
TTWM
479
TCV Trust & Wealth Management
Virginia
$817K -$58.9K -315 -7%
SS
480
Sunbelt Securities
Texas
$805K -$21.3K -114 -3%
DIA
481
Dana Investment Advisors
Wisconsin
$805K +$261K +1,395 +49%
Lido Advisors
482
Lido Advisors
California
$802K +$525K +2,805 +194%
SIA
483
Schechter Investment Advisors
Michigan
$797K
PFG
484
PAX Financial Group
Texas
$791K -$136K -725 -15%
RCM
485
Raleigh Capital Management
North Carolina
$781K +$36.8K +197 +5%
ORI
486
Oak Ridge Investments
Illinois
$777K +$770K +4,119 New
TC
487
Toews Corporation
New Jersey
$773K -$430K -2,300 -36%
MSAM
488
Moloney Securities Asset Management
Missouri
$768K -$20K -107 -3%
AA
489
AlphaMark Advisors
Kentucky
$767K +$42.3K +226 +6%
AIA
490
Alera Investment Advisors
Illinois
$767K -$5.05K -27 -0.7%
KJHP
491
K.J. Harrison & Partners
Ontario, Canada
$766K +$561K +3,000 New
Acadian Asset Management
492
Acadian Asset Management
Massachusetts
$765K -$5.03M -26,875 -87%
FCM
493
FJ Capital Management
Virginia
$759K +$5.24K +28 +0.7%
FC
494
FORA Capital
Florida
$758K -$1.38M -7,373 -65%
WI
495
WrapManager Inc
California
$755K -$19.5K -104 -3%
MIM
496
Merrion Investment Management
New Jersey
$754K
FI
497
Fosun International
China
$751K -$554K -2,960 -43%
CAAS
498
Capital Asset Advisory Services
Michigan
$738K -$199K -1,064 -22%
MSS
499
Mitchell Sinkler & Starr
Pennsylvania
$736K
BF
500
BOK Financial
Oklahoma
$722K -$2.99K -16 -0.4%

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.