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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
HTC
526
Haverford Trust Company
Pennsylvania
$525K
JF
527
JSF Financial
California
$522K +$542K +3,051 New
OAM
528
Occidental Asset Management
California
$519K
GWSG
529
GPS Wealth Strategies Group
Colorado
$516K -$3.37K -19 -0.6%
Los Angeles Capital Management
530
Los Angeles Capital Management
California
$515K +$202K +1,138 +61%
SWA
531
Stratos Wealth Advisors
Ohio
$514K -$1.6K -9 -0.3%
ACM
532
Advisors Capital Management
New Jersey
$512K +$489K +2,753 New
S
533
SignatureFD
Georgia
$509K +$25.2K +142 +5%
PO
534
Private Ocean
California
$506K -$22.4K -126 -4%
RIL
535
Rothschild Investment LLC
Illinois
$505K
AWM
536
Accurate Wealth Management
Florida
$505K +$145K +817 +40%
ECM
537
Everence Capital Management
Indiana
$502K
MCM
538
Maryland Capital Management
Maryland
$500K
ST
539
Somerset Trust
Pennsylvania
$500K
KA
540
Kozak & Associates
Colorado
$492K -$5.33K -30 -1%
DIA
541
Dana Investment Advisors
Wisconsin
$492K
WB
542
Webster Bank
Connecticut
$488K
WDC
543
Woodward Diversified Capital
California
$487K -$42.8K -241 -8%
ACS
544
Archford Capital Strategies
Illinois
$486K -$355 -2 -0.1%
GT
545
Greenleaf Trust
Michigan
$486K +$87.7K +494 +21%
ATC
546
Argent Trust Co
Tennessee
$483K -$5.15K -29 -1%
GIA
547
Guyasuta Investment Advisors
Pennsylvania
$479K
AWP
548
Ascent Wealth Partners
New York
$474K
BCAM
549
Boston Common Asset Management
Massachusetts
$473K
WSTAM
550
Wilbanks Smith & Thomas Asset Management
Virginia
$472K -$93K -524 -16%

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.