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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
VI
526
Versor Investments
New York
$644K -$3.08M -16,471 -83%
CSIC
527
Clifford Swan Investment Counsel
California
$642K +$748 +4 +0.1%
TCM
528
Teza Capital Management
Illinois
$641K +$636K +3,400 New
MAM
529
Montchanin Asset Management
Delaware
$635K
DT
530
Diversified Trust
Tennessee
$632K -$423K -2,259 -40%
EVM
531
Evelyn V. Moreno
$632K
DWM
532
Dakota Wealth Management
Florida
$631K +$626K +3,345 New
CCA
533
Checchi Capital Advisers
California
$625K -$13.1K -70 -2%
CW
534
CreativeOne Wealth
Kansas
$624K +$2.06K +11 +0.3%
V
535
VeraBank
Texas
$622K
CAM
536
Congress Asset Management
Massachusetts
$622K +$617K +3,298 New
TW
537
TrinityPoint Wealth
Connecticut
$622K -$123K -657 -17%
LNWWM
538
Laird Norton Wetherby Wealth Management
California
$621K +$13.3K +71 +2%
S
539
SignatureFD
Georgia
$616K +$55.5K +297 +10%
D
540
Dentgroup
Louisiana
$607K
FSC
541
Full Sail Capital
Oklahoma
$602K -$247K -1,319 -29%
TCB
542
Texas Capital Bancshares
Texas
$599K -$6.36K -34 -1%
MM
543
MQS Management
New York
$599K +$594K +3,177 New
FAIM
544
Financial Advocates Investment Management
Washington
$590K +$585K +3,130 New
JF
545
JSF Financial
California
$589K +$13.7K +73 +2%
AIM
546
Achmea Investment Management
Netherlands
$588K
HTC
547
Haverford Trust Company
Pennsylvania
$585K +$6.73K +36 +1%
PNC
548
Park National Corp
Ohio
$585K
WDC
549
Woodward Diversified Capital
California
$584K +$47.5K +254 +9%
PI
550
PEAK6 Investments
Illinois
$582K -$127K -679 -18%

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.