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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
KWM
626
Kolinsky Wealth Management
New Jersey
$311K -$7.46K -42 -2%
BC
627
Bartlett & Co
Ohio
$309K
BCWM
628
Bartlett & Co Wealth Management
Ohio
$309K
MAM
629
Meeder Asset Management
Ohio
$307K +$49.9K +281 +19%
WBC
630
West Branch Capital
Massachusetts
$305K -$6.39K -36 -2%
4WM
631
44 Wealth Management
Oregon
$305K -$1.77K -10 -0.6%
CPC
632
Cookson Peirce & Co
Pennsylvania
$305K +$316K +1,783 New
DWT
633
Dorsey & Whitney Trust
South Dakota
$301K +$16.3K +92 +6%
OAM
634
Oppenheimer Asset Management
New York
$298K +$34.6K +195 +13%
OWP
635
Obermeyer Wealth Partners
Colorado
$297K
LWAC
636
Laurel Wealth Advisors (California)
California
$295K -$533 -3 -0.2%
CAM
637
Cozad Asset Management
Illinois
$291K -$115K -650 -28%
ANTB
638
AMG National Trust Bank
Colorado
$291K
PWLP
639
Prio Wealth Limited Partnership
Massachusetts
$290K +$21.3K +120 +8%
AF
640
Advisornet Financial
Minnesota
$288K -$44.6K -251 -13%
HNB
641
Huntington National Bank
Ohio
$288K +$13.7K +77 +5%
WPC
642
Wedmont Private Capital
Pennsylvania
$288K +$299K +1,682 New
MIM
643
Miller Investment Management
Pennsylvania
$286K
RWA
644
River Wealth Advisors
Pennsylvania
$286K +$1.95K +11 +0.7%
CWAG
645
Compton Wealth Advisory Group
Virginia
$284K -$85.6K -482 -23%
LNC
646
Lincoln National Corp
Pennsylvania
$284K +$294K +1,657 New
LFG
647
Lockerman Financial Group
California
$279K
BCA
648
Bay Colony Advisors
Massachusetts
$279K +$289K +1,630 New
WEG
649
World Equity Group
Illinois
$277K +$288K +1,620 New
CBN
650
Cadence Bank NA
Texas
$277K

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.