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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
FTDI
551
First Trust Direct Indexing
Massachusetts
$469K +$41.9K +236 +9%
WWM
552
Western Wealth Management
Colorado
$467K +$484K +2,728 New
CCB
553
Country Club Bank
Missouri
$461K -$23.1K -130 -5%
TI
554
Tidal Investments
Wisconsin
$461K +$18.1K +102 +4%
AIM
555
Anchor Investment Management
South Carolina
$461K +$5.33K +30 +1%
LW
556
Linscomb Wealth
Texas
$456K
NP
557
Ninepoint Partners
Ontario, Canada
$456K +$22.2K +125 +5%
AIP
558
Ameritas Investment Partners
Nebraska
$455K
SP
559
Symmetry Partners
Connecticut
$449K
GBT
560
Grove Bank & Trust
Florida
$448K
MHS
561
M Holdings Securities
Oregon
$442K
CI
562
Cigna Investments
Connecticut
$441K -$21.1K -119 -4%
Bank Julius Baer & Co
563
Bank Julius Baer & Co
Switzerland
$438K +$310K +1,748 +216%
BONH
564
Bank of New Hampshire
New Hampshire
$436K
CWA
565
Clarus Wealth Advisors
Arizona
$435K -$54.7K -308 -11%
SC
566
Scotia Capital
Ontario, Canada
$432K -$355 -2 -0.1%
CPA
567
Court Place Advisors
Maryland
$428K
OIS
568
Okabena Investment Services
Minnesota
$427K +$443K +2,494 New
AWS
569
Atria Wealth Solutions
New York
$425K +$440K +2,480 New
AG
570
AIA Group
Hong Kong
$418K -$267K -1,503 -38%
TNBTD
571
Trustmark National Bank Trust Department
Mississippi
$412K -$1.42K -8 -0.3%
Arrowstreet Capital
572
Arrowstreet Capital
Massachusetts
$412K +$428K +2,409 New
LOPW
573
Live Oak Private Wealth
North Carolina
$411K
BAM
574
Belpointe Asset Management
Nevada
$410K +$52.7K +297 +14%
RC
575
Roundview Capital
New Jersey
$409K

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.