We are live on ! Find out more
AJG icon

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
MSA
576
Marino Stram & Associates
Massachusetts
$408K +$194K +1,093 +85%
SCP
577
Sender Company & Partners
New York
$403K +$143K +807 +52%
TAM
578
Trust Asset Management
Texas
$402K +$31.6K +178 +8%
FFM
579
Forum Financial Management
Illinois
$400K
FC
580
Forte Capital
New York
$399K +$57.7K +325 +16%
PA
581
Profund Advisors
Maryland
$398K +$9.94K +56 +2%
EFL
582
ERn Financial LLC
Wisconsin
$397K +$117K +659 +40%
MA
583
Montag & Associates
Georgia
$394K
DS
584
DRW Securities
Illinois
$391K +$127K +713 +45%
BWP
585
Balboa Wealth Partners
Arizona
$391K +$406K +2,286 New
BA
586
Bellwether Advisors
Nebraska
$390K +$388K +2,188 +2,431%
SYBT
587
Stock Yards Bank & Trust
Kentucky
$388K
Cerity Partners
588
Cerity Partners
New York
$387K +$22.7K +128 +6%
PA
589
Parallel Advisors
California
$387K +$36.2K +204 +10%
QI
590
Qtron Investments
Massachusetts
$379K
HKAM
591
Horizon Kinetics Asset Management
New York
$378K -$4.08K -23 -1%
Verition Fund Management
592
Verition Fund Management
Connecticut
$374K -$23.3K -131 -6%
SCF
593
Sante Capital Fund
Texas
$372K +$386K +2,173 New
AWM
594
Apollon Wealth Management
South Carolina
$371K +$135K +762 +54%
DADC
595
D.A. Davidson & Co
Montana
$368K +$2.13K +12 +0.6%
SHFA
596
SC&H Financial Advisors
Maryland
$367K -$13.1K -74 -3%
FMLI
597
Fukoku Mutual Life Insurance
Japan
$367K +$380K +2,142 New
KCM
598
Kathmere Capital Management
Pennsylvania
$365K +$378K +2,131 New
CTA
599
Colonial Trust Advisors
South Carolina
$362K +$1.06K +6 +0.3%
AWCI
600
Alpine Woods Capital Investors
New York
$361K

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.