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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
VAS
601
Vestmark Advisory Solutions
Massachusetts
$360K -$30.5K -172 -8%
PFA
602
Pathway Financial Advisors
Vermont
$360K
AP
603
Arlington Partners
Alabama
$357K
ST
604
Smithfield Trust
Pennsylvania
$350K
VC
605
Vestor Capital
Illinois
$349K -$46.2K -260 -11%
RIM
606
Redpoint Investment Management
Australia
$349K
FMAEN1
607
Fund Management at Engine No 1
California
$346K -$17.2K -97 -5%
BFO
608
Biltmore Family Office
North Carolina
$344K +$1.24K +7 +0.4%
CCP
609
Clarkston Capital Partners
Michigan
$342K
WW
610
Westshore Wealth
California
$342K +$355K +2,000 New
LSPW
611
Lake Street Private Wealth
Illinois
$336K -$20.4K -115 -6%
BPA
612
Beacon Pointe Advisors
California
$332K +$8.7K +49 +3%
P
613
Pitcairn
Pennsylvania
$325K -$12.4K -70 -4%
NCM
614
Northside Capital Management
Oregon
$324K
AWM
615
AE Wealth Management
Kansas
$324K +$71K +400 +27%
EB
616
Eastern Bank
Massachusetts
$323K -$12.6K -71 -4%
KeyBank National Association
617
KeyBank National Association
Ohio
$323K +$2.48K +14 +0.7%
OC
618
Oakworth Capital
Alabama
$320K
KPWS
619
Kestra Private Wealth Services
Texas
$320K +$7.28K +41 +2%
CWM
620
Cahaba Wealth Management
Georgia
$319K -$19.2K -108 -5%
IFS
621
Ifrah Financial Services
Arkansas
$319K -$7.99K -45 -2%
SPIA
622
Steward Partners Investment Advisory
New York
$313K -$7.63K -43 -2%
SP
623
Successful Portfolios
Florida
$313K -$3.9K -22 -1%
MFG
624
Menard Financial Group
Texas
$313K
FHA
625
First Horizon Advisors
Tennessee
$311K -$46.2K -260 -12%

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.