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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
SP
526
Symmetry Partners
Connecticut
$427K
PFO
527
Pathstone Family Office
New Jersey
$427K +$113K +683 +35%
GBT
528
Grove Bank & Trust
Florida
$426K -$214K -1,290 -33%
TI
529
Tidal Investments
Wisconsin
$422K -$376K -2,267 -47%
MHS
530
M Holdings Securities
Oregon
$421K -$2.99K -18 -0.7%
CFGS
531
Concourse Financial Group Securities
Alabama
$417K -$5.81K -35 -1%
BONH
532
Bank of New Hampshire
New Hampshire
$415K
NP
533
Ninepoint Partners
Ontario, Canada
$414K +$421K +2,538 New
SC
534
Scotia Capital
Ontario, Canada
$412K +$166 +1 +0%
FAIM
535
Financial Advocates Investment Management
Washington
$411K +$418K +2,518 New
FTDI
536
First Trust Direct Indexing
Massachusetts
$408K +$22.2K +134 +6%
CPA
537
Court Place Advisors
Maryland
$407K
DTL
538
Dynamic Technology Lab
Singapore
$398K +$405K +2,443 New
TNBTD
539
Trustmark National Bank Trust Department
Mississippi
$394K -$9.96K -60 -2%
FC
540
FORA Capital
Florida
$392K +$399K +2,406 New
LOPW
541
Live Oak Private Wealth
North Carolina
$391K
RC
542
Roundview Capital
New Jersey
$389K
CAM
543
Cozad Asset Management
Illinois
$383K -$8.3K -50 -2%
BRWA
544
B. Riley Wealth Advisors
Florida
$382K -$1.66K -10 -0.4%
GT
545
Greenleaf Trust
Michigan
$382K +$53.4K +322 +16%
FFM
546
Forum Financial Management
Illinois
$381K +$112K +674 +41%
Verition Fund Management
547
Verition Fund Management
Connecticut
$377K +$138K +829 +56%
MA
548
Montag & Associates
Georgia
$375K
VC
549
Vestor Capital
Illinois
$375K
PA
550
Profund Advisors
Maryland
$370K -$105K -633 -22%

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.