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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
GG
626
Gofen & Glossberg
Illinois
$255K
SCP
627
Sender Company & Partners
New York
$253K +$257K +1,549 New
OAM
628
Oppenheimer Asset Management
New York
$252K -$5.48K -33 -2%
CHC
629
City Holding Co
West Virginia
$250K
MAM
630
Meeder Asset Management
Ohio
$247K +$67.2K +405 +37%
NB
631
Northwest Bancshares
Pennsylvania
$246K +$7.63K +46 +3%
HWA
632
Heritage Wealth Advisors
Virginia
$244K
AWM
633
AE Wealth Management
Kansas
$244K +$40.2K +242 +19%
KWM
634
KerberRose Wealth Management
Wisconsin
$243K +$247K +1,491 New
C
635
Covestor
United Kingdom
$242K +$164K +989 +198%
EI
636
Ellevest Inc
New York
$241K +$192K +1,156 +360%
CT
637
Cambridge Trust
Massachusetts
$239K +$203K +1,222 +507%
CGL
638
Clarius Group LLC
Washington
$237K +$241K +1,455 New
DWM
639
Doyle Wealth Management
Florida
$235K +$1.33K +8 +0.6%
LJAC
640
L.J. Altfest & Co
New York
$234K -$1.83K -11 -0.8%
DC
641
Davenport & Co
Virginia
$233K -$3.15K -19 -1%
RBC
642
Roble Belko & Company
Pennsylvania
$232K -$48.1K -290 -17%
AWM
643
Apollon Wealth Management
South Carolina
$229K -$597K -3,596 -72%
SB
644
Simmons Bank
Arkansas
$229K
CAM
645
Cresset Asset Management
Illinois
$225K -$117K -702 -34%
PP
646
Patron Partners
Texas
$224K
FAM
647
Formidable Asset Management
Ohio
$223K
CI
648
Conning Inc
Connecticut
$221K -$498 -3 -0.2%
EH
649
Equitable Holdings
New York
$220K -$34.9K -210 -13%
SIM
650
Sentry Investment Management
Wisconsin
$219K -$43.3K -261 -16%

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.