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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
ST
501
Somerset Trust
Pennsylvania
$477K
MCM
502
Maryland Capital Management
Maryland
$476K
MLA
503
My Legacy Advisors
Oregon
$475K -$188K -1,135 -28%
Vontobel Holding
504
Vontobel Holding
Switzerland
$473K -$68.2K -411 -12%
CG
505
Cutler Group
California
$470K +$16.6K +100 +4%
TMAM
506
Tokio Marine Asset Management
Japan
$469K +$96.8K +583 +25%
DIA
507
Dana Investment Advisors
Wisconsin
$468K
WB
508
Webster Bank
Connecticut
$465K
CIBC Private Wealth Group
509
CIBC Private Wealth Group
Georgia
$465K +$4.32K +26 +0.9%
ATC
510
Argent Trust Co
Tennessee
$464K -$164K -989 -26%
ACS
511
Archford Capital Strategies
Illinois
$463K +$166 +1 +0%
CCB
512
Country Club Bank
Missouri
$461K
KA
513
Kozak & Associates
Colorado
$461K +$1.16K +7 +0.2%
S
514
SignatureFD
Georgia
$461K +$102K +617 +28%
CWA
515
Clarus Wealth Advisors
Arizona
$460K -$23.7K -143 -5%
GIA
516
Guyasuta Investment Advisors
Pennsylvania
$457K
YMRC
517
Yorktown Management & Research Company
Virginia
$457K
LNWWM
518
Laird Norton Wetherby Wealth Management
California
$454K +$185K +1,114 +67%
BCAM
519
Boston Common Asset Management
Massachusetts
$451K -$4.15K -25 -0.9%
AWP
520
Ascent Wealth Partners
New York
$451K
AssetMark Inc
521
AssetMark Inc
California
$446K +$263K +1,585 +138%
CI
522
Cigna Investments
Connecticut
$439K -$160K -964 -26%
LW
523
Linscomb Wealth
Texas
$435K
AIM
524
Anchor Investment Management
South Carolina
$434K
AIP
525
Ameritas Investment Partners
Nebraska
$433K

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.