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Arthur J. Gallagher & Co

864 hedge funds and large institutions have $31.1B invested in Arthur J. Gallagher & Co in 2022 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 299 increasing their positions, 290 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 52

85% more call options, than puts

Call options by funds: $47.8M | Put options by funds: $25.8M

15% more funds holding in top 10

Funds holding in top 10: 3439 (+5)

7% more capital invested

Capital invested by funds: $29B → $31.1B (+$2.09B)

5% more funds holding

Funds holding: 821864 (+43)

1.41% more ownership

Funds ownership: 85.07%86.49% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 290

Holders
864
Holders Change
+43
Holders Change %
+5.24%
% of All Funds
14.88%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.67%
New
108
Increased
299
Reduced
290
Closed
52
Calls
$47.8M
Puts
$25.8M
Net Calls
+$22M
Net Calls Change
-$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
501
Jane Street
New York
$597K +$384K +2,166 +164%
AWM
502
Axxcess Wealth Management
California
$593K +$20.1K +113 +3%
PFC
503
Phocas Financial Corp
California
$591K
ACM
504
Allred Capital Management
Texas
$590K +$888 +5 +0.1%
CSIC
505
Clifford Swan Investment Counsel
California
$582K
CCP
506
Corient Capital Partners
California
$581K +$5.33K +30 +0.8%
CCA
507
Checchi Capital Advisers
California
$580K +$16.5K +93 +3%
MAM
508
Montchanin Asset Management
Delaware
$577K
MGP
509
Metis Global Partners
California
$576K +$21.3K +120 +4%
EVM
510
Evelyn V. Moreno
$574K -$191K -1,076 -24%
S
511
Seeyond
France
$572K -$156K -879 -21%
AIM
512
Achmea Investment Management
Netherlands
$570K +$556K +3,131 +1,589%
D
513
Dentgroup
Louisiana
$567K
CW
514
CreativeOne Wealth
Kansas
$566K +$7.1K +40 +1%
V
515
VeraBank
Texas
$565K
SFA
516
Sequoia Financial Advisors
Ohio
$559K -$65.9K -371 -10%
TMAM
517
Tokio Marine Asset Management
Japan
$552K +$61.8K +348 +12%
LNWWM
518
Laird Norton Wetherby Wealth Management
California
$551K +$77.6K +437 +16%
TCB
519
Texas Capital Bancshares
Texas
$550K -$1.6K -9 -0.3%
Northwestern Mutual Wealth Management
520
Northwestern Mutual Wealth Management
Wisconsin
$549K +$14.9K +84 +3%
CG
521
Cutler Group
California
$538K +$46.2K +260 +9%
DA
522
Duality Advisers
Florida
$531K -$1.7M -9,576 -76%
PNC
523
Park National Corp
Ohio
$531K -$6.21K -35 -1%
DA
524
DCM Advisors
New York
$528K -$372K -2,093 -40%
Vontobel Holding
525
Vontobel Holding
Switzerland
$527K +$31.8K +179 +6%

AJG Hedge Fund Activity: Q3 2022 in Review

864 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2022, worth a combined $31.1B — up 7.2% from $29B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new AJG positions and 52 closed out — a net gain of 56 holders — while 299 added to existing stakes and 290 trimmed.

The largest buyer was Capital International Investors, adding an estimated $534M. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 864 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2022, up from 821 in Q2 2022.
  • Funds reported $31.1B of Arthur J. Gallagher & Co stock for Q3 2022, up 7.2% quarter-over-quarter.
  • 108 funds opened new Arthur J. Gallagher & Co positions in Q3 2022 and 52 closed out, a net change of +56 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2022 was Capital International Investors, an estimated $534M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2022 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q3 2022.