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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

817 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, 295 increasing their positions, 287 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+6
Holders Change %
+0.74%
% of All Funds
13.81%
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
295
Reduced
287
Closed
55
Calls
$52.9M
Puts
$26.3M
Net Calls
+$26.6M
Net Calls Change
+$28.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$227M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$189M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$180M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$144M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$109M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
-$149M
2
Artisan Partners
Artisan Partners
Wisconsin
-$136M
3
State Street
State Street
Massachusetts
-$113M
4
Citadel Advisors
Citadel Advisors
Florida
-$91.9M
5
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$86.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
576
Forte Capital
New York
$327K +$1.79K +11 +0.6%
CCP
577
Clarkston Capital Partners
Michigan
$326K – – –
BFO
578
Biltmore Family Office
North Carolina
$326K – – –
CWM
579
Cahaba Wealth Management
Georgia
$322K – – –
P
580
Pitcairn
Pennsylvania
$321K +$12.4K +76 +4%
EB
581
Eastern Bank
Massachusetts
$319K -$228K -1,397 -42%
RE
582
RBC Europe
United Kingdom
$316K – – –
AF
583
Advisornet Financial
Minnesota
$315K -$76.1K -467 -19%
HI
584
Horizon Investments
North Carolina
$314K -$19.4K -119 -6%
IFS
585
Ifrah Financial Services
Arkansas
$311K -$15K -92 -5%
NCM
586
Northside Capital Management
Oregon
$308K – – –
SPIA
587
Steward Partners Investment Advisory
New York
$306K -$28.7K -176 -9%
Los Angeles Capital Management
588
Los Angeles Capital Management
California
$305K -$10.5K -64 -3%
OC
589
Oakworth Capital
Alabama
$305K – – –
KeyBank National Association
590
KeyBank National Association
Ohio
$305K +$113K +691 +59%
ANTB
591
AMG National Trust Bank
Colorado
$304K – – –
EWA
592
EP Wealth Advisors
California
$304K +$48.4K +297 +19%
KWM
593
Kolinsky Wealth Management
New Jersey
$303K +$3.59K +22 +1%
BPA
594
Beacon Pointe Advisors
California
$301K -$107K -664 -26%
SP
595
Successful Portfolios
Florida
$301K -$326 -2 -0.1%
VF
596
Virtu Financial
New York
$301K +$301K +1,844 New
MFG
597
Menard Financial Group
Texas
$298K – – –
KPWS
598
Kestra Private Wealth Services
Texas
$298K +$28.8K +177 +11%
WBC
599
West Branch Capital
Massachusetts
$296K – – –
BCWM
600
Bartlett & Co Wealth Management
Ohio
$294K – – –
22 23
24
25 26