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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
BCV
551
Banque Cantonale Vaudoise
Switzerland
$578K -$692K -3,700 -55%
SWA
552
Stratos Wealth Advisors
Ohio
$577K +$10.8K +58 +2%
GAAM
553
Guinness Atkinson Asset Management
California
$574K -$86.8K -464 -13%
OAM
554
Occidental Asset Management
California
$572K
GT
555
Greenleaf Trust
Michigan
$572K +$36.3K +194 +7%
AAM
556
Abeille Asset Management
France
$567K -$238K -1,272 -0.5%
FTDI
557
First Trust Direct Indexing
Massachusetts
$565K +$48.6K +260 +9%
DEA
558
DoubleLine ETF Adviser
Florida
$561K +$556K +2,975 New
PO
559
Private Ocean
California
$558K +$748 +4 +0.1%
Los Angeles Capital Management
560
Los Angeles Capital Management
California
$558K -$8.98K -48 -2%
HBT
561
Heartland Bank & Trust
Illinois
$558K +$553K +2,957 New
RIL
562
Rothschild Investment LLC
Illinois
$557K +$187 +1 +0%
ST
563
Somerset Trust
Pennsylvania
$551K
IWM
564
Iams Wealth Management
Nebraska
$543K +$538K +2,878 New
WB
565
Webster Bank
Connecticut
$537K
ACS
566
Archford Capital Strategies
Illinois
$536K +$374 +2 +0.1%
LNC
567
Lincoln National Corp
Pennsylvania
$534K +$220K +1,176 +71%
ATC
568
Argent Trust Co
Tennessee
$531K
KA
569
Kozak & Associates
Colorado
$528K +$748 +4 +0.1%
ACM
570
Advisors Capital Management
New Jersey
$528K +$9.16K +49 +2%
GIA
571
Guyasuta Investment Advisors
Pennsylvania
$528K
AWP
572
Ascent Wealth Partners
New York
$522K
CWM
573
Congress Wealth Management
Massachusetts
$519K +$515K +2,752 New
WSTAM
574
Wilbanks Smith & Thomas Asset Management
Virginia
$513K -$6.92K -37 -1%
BCAM
575
Boston Common Asset Management
Massachusetts
$507K -$14K -75 -3%

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.