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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
PPC
576
Park Place Capital
Alabama
$502K +$498K +2,660 New
LW
577
Linscomb Wealth
Texas
$502K -$561 -3 -0.1%
MC
578
Machina Capital
France
$502K +$498K +2,662 New
CCB
579
Country Club Bank
Missouri
$502K -$6.55K -35 -1%
AIP
580
Ameritas Investment Partners
Nebraska
$499K -$21.3K -114 -4%
PMEF
581
Point72 Middle East FZE
United Arab Emirates
$495K +$491K +2,625 New
MSA
582
Marino Stram & Associates
Massachusetts
$493K +$43K +230 +10%
Bank Julius Baer & Co
583
Bank Julius Baer & Co
Switzerland
$492K +$8.98K +48 +2%
MHS
584
M Holdings Securities
Oregon
$489K
CI
585
Cigna Investments
Connecticut
$486K
HSA
586
HBK Sorce Advisory
Pennsylvania
$484K +$610K +3,262 +117%
BONH
587
Bank of New Hampshire
New Hampshire
$480K
AWM
588
Accurate Wealth Management
Florida
$479K -$73.9K -395 -14%
AWM
589
Apollon Wealth Management
South Carolina
$479K +$70.1K +375 +17%
PTC
590
Petrus Trust Company
Texas
$479K +$475K +2,540 New
SC
591
Scotia Capital
Ontario, Canada
$476K
WEG
592
World Equity Group
Illinois
$475K +$168K +900 +56%
AC
593
AXQ Capital
New Jersey
$471K +$468K +2,500 New
ANBT
594
American National Bank & Trust
Texas
$471K +$467K +2,496 New
CPA
595
Court Place Advisors
Maryland
$471K
OIS
596
Okabena Investment Services
Minnesota
$470K
CG
597
Clifford Group
Massachusetts
$462K +$458K +2,451 New
CA
598
Cetera Advisors
Colorado
$460K +$457K +2,442 New
BAM
599
Belpointe Asset Management
Nevada
$460K +$8.98K +48 +2%
PIM
600
Penobscot Investment Management
Massachusetts
$458K +$454K +2,430 New

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.