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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
AWM
601
AE Wealth Management
Kansas
$455K +$97.4K +521 +28%
TNBTD
602
Trustmark National Bank Trust Department
Mississippi
$452K -$1.87K -10 -0.4%
RC
603
Roundview Capital
New Jersey
$450K
PA
604
Profund Advisors
Maryland
$449K +$10.3K +55 +2%
CWA
605
Clarus Wealth Advisors
Arizona
$447K -$26.7K -143 -6%
BPA
606
Beacon Pointe Advisors
California
$446K +$85.1K +455 +24%
MA
607
Montag & Associates
Georgia
$443K +$9.54K +51 +2%
TAM
608
Trust Asset Management
Texas
$443K
FC
609
Forte Capital
New York
$441K +$748 +4 +0.2%
FFM
610
Forum Financial Management
Illinois
$441K
HPM
611
Hoxton Planning & Management
West Virginia
$440K +$437K +2,336 New
FMAEN1
612
Fund Management at Engine No 1
California
$438K +$55.7K +298 +15%
AIM
613
Anchor Investment Management
South Carolina
$436K -$70.1K -375 -14%
Skandinaviska Enskilda Banken (SEB)
614
Skandinaviska Enskilda Banken (SEB)
Sweden
$433K +$314K +1,678 +272%
O
615
Ossiam
France
$432K +$201K +1,073 +88%
PA
616
Parallel Advisors
California
$430K +$3.55K +19 +0.8%
BWP
617
Balboa Wealth Partners
Arizona
$430K -$1.31K -7 -0.3%
SP
618
Symmetry Partners
Connecticut
$427K -$66.4K -355 -14%
SYBT
619
Stock Yards Bank & Trust
Kentucky
$427K
KIA
620
KLR Investment Advisors
Rhode Island
$422K +$419K +2,240 New
QI
621
Qtron Investments
Massachusetts
$418K
WPC
622
Wedmont Private Capital
Pennsylvania
$409K +$84K +449 +27%
EFL
623
ERn Financial LLC
Wisconsin
$408K -$28.2K -151 -7%
HKAM
624
Horizon Kinetics Asset Management
New York
$408K -$8.42K -45 -2%
SAM
625
Shell Asset Management
Netherlands
$404K +$401K +2,144 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.