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Arthur J. Gallagher & Co

821 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, 296 increasing their positions, 289 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $52.9M | Put options by funds: $26.3M

42% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 55

2% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 289

1% more funds holding

Funds holding: 815821 (+6)

0.21% less ownership

Funds ownership: 85.28%85.07% (-0.21%)

6% less capital invested

Capital invested by funds: $31B → $29B (-$1.92B)

8% less funds holding in top 10

Funds holding in top 10: 3734 (-3)

Holders
821
Holders Change
+6
Holders Change %
+0.74%
% of All Funds
13.83%
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
296
Reduced
289
Closed
55
Calls
$52.9M
Puts
$26.3M
Net Calls
+$26.6M
Net Calls Change
+$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
601
Kestra Private Wealth Services
Texas
$298K +$29.4K +177 +11%
WBC
602
West Branch Capital
Massachusetts
$296K
BCWM
603
Bartlett & Co Wealth Management
Ohio
$294K
BC
604
Bartlett & Co
Ohio
$294K
4WM
605
44 Wealth Management
Oregon
$292K +$1.49K +9 +0.5%
SEC
606
Seven Eight Capital
New York
$290K -$31.5K -190 -10%
KFA
607
Krane Funds Advisors
New York
$283K -$117K -706 -29%
OWP
608
Obermeyer Wealth Partners
Colorado
$282K
LWAC
609
Laurel Wealth Advisors (California)
California
$281K
TW
610
Transform Wealth
Colorado
$274K -$15.8K -95 -5%
MIM
611
Miller Investment Management
Pennsylvania
$273K
DWT
612
Dorsey & Whitney Trust
South Dakota
$272K +$830 +5 +0.3%
RWA
613
River Wealth Advisors
Pennsylvania
$270K +$2.49K +15 +0.9%
EFL
614
ERn Financial LLC
Wisconsin
$270K +$275K +1,658 New
RFO
615
RiverGlades Family Offices
Florida
$268K +$273K +1,646 New
LFG
616
Lockerman Financial Group
California
$266K
TCM
617
Teza Capital Management
Illinois
$266K +$271K +1,633 New
MYLI
618
Meiji Yasuda Life Insurance
Japan
$265K +$270K +1,627 New
CBN
619
Cadence Bank NA
Texas
$264K
HNB
620
Huntington National Bank
Ohio
$262K +$32.7K +197 +14%
LIA
621
LS Investment Advisors
Michigan
$261K
DCM
622
Driehaus Capital Management
Illinois
$259K +$263K +1,587 New
PWLP
623
Prio Wealth Limited Partnership
Massachusetts
$257K
SWP
624
Strategic Wealth Partners
Ohio
$256K -$23.7K -143 -8%
DS
625
DRW Securities
Illinois
$256K +$261K +1,571 New

AJG Hedge Fund Activity: Q2 2022 in Review

821 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2022, worth a combined $29B — down 6.2% from $31B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new AJG positions and 55 closed out — a net gain of 23 holders — while 296 added to existing stakes and 289 trimmed.

The largest buyer was Capital International Investors, adding an estimated $231M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $151M.

  • 821 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2022, up from 815 in Q1 2022.
  • Funds reported $29B of Arthur J. Gallagher & Co stock for Q2 2022, down 6.2% quarter-over-quarter.
  • 78 funds opened new Arthur J. Gallagher & Co positions in Q2 2022 and 55 closed out, a net change of +23 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2022 was Capital International Investors, an estimated $231M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2022 was Brown Brothers Harriman & Co, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2022.