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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
SAS
501
Stelac Advisory Services
New York
$722K +$43K +230 +6%
CAS
502
Coppell Advisory Solutions
Texas
$722K +$716K +3,829 New
CASC
503
Coppell Advisory Solutions Corp
Texas
$722K +$716K +3,829 New
SFA
504
Sequoia Financial Advisors
Ohio
$717K +$100K +536 +16%
BCI
505
Brinker Capital Investments
Pennsylvania
$717K -$10.8K -58 -2%
FCI
506
Financial Counselors Inc
Kansas
$712K +$1.12K +6 +0.2%
TMAM
507
Tokio Marine Asset Management
Japan
$712K +$103K +552 +17%
FT
508
Fiduciary Trust
Massachusetts
$706K -$748 -4 -0.1%
PCG
509
Prosperity Consulting Group
Maryland
$704K -$23.9K -128 -3%
Vontobel Holding
510
Vontobel Holding
Switzerland
$700K +$121K +646 +21%
S
511
Seeyond
France
$698K +$67K +358 +11%
HI
512
Horizon Investments
North Carolina
$691K -$336K -1,798 -33%
PMA
513
Prudent Man Advisors
Illinois
$688K +$18.1K +97 +3%
PAG
514
Private Advisory Group
Washington
$688K
AIM
515
Aigen Investment Management
New York
$686K +$680K +3,637 New
FIM
516
Freedom Investment Management
Connecticut
$671K -$48.6K -260 -7%
AG
517
Ascent Group
Virginia
$661K +$53.7K +287 +9%
KI
518
Kula Investments
Illinois
$656K +$651K +3,482 New
AWM
519
Axxcess Wealth Management
California
$656K +$3.37K +18 +0.5%
Verition Fund Management
520
Verition Fund Management
Connecticut
$654K +$241K +1,287 +59%
TF
521
TIAA FSB
Florida
$653K -$11.8K -63 -2%
HWM
522
HB Wealth Management
Georgia
$652K +$646K +3,456 New
ACM
523
Allred Capital Management
Texas
$652K +$748 +4 +0.1%
PFC
524
Phocas Financial Corp
California
$650K
Twin Tree Management
525
Twin Tree Management
Texas
$645K +$640K +3,421 New

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.