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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
CB
651
Cadence Bank
Mississippi
$277K +$287K +1,617 New
LIA
652
LS Investment Advisors
Michigan
$274K
NIM
653
NuWave Investment Management
New Jersey
$274K +$284K +1,601 New
BPC
654
Banque Pictet & Cie
Switzerland
$270K -$36K -203 -11%
SB
655
Simmons Bank
Arkansas
$270K +$30.2K +170 +12%
SWP
656
Strategic Wealth Partners
Ohio
$270K +$533 +3 +0.2%
CI
657
CX Institutional
Indiana
$269K +$45.3K +255 +19%
PFPT
658
Pinnacle Financial Partners (Tennessee)
Tennessee
$268K +$277K +1,562 New
IGWM
659
ICA Group Wealth Management
Colorado
$267K +$277K +1,562 New
KWM
660
Kingsview Wealth Management
Oregon
$266K +$276K +1,553 New
CIBC Private Wealth Group
661
CIBC Private Wealth Group
Georgia
$264K -$233K -1,312 -46%
CHC
662
City Holding Co
West Virginia
$262K
NB
663
Northwest Bancshares
Pennsylvania
$258K
CT
664
Cambridge Trust
Massachusetts
$257K +$6.39K +36 +2%
HWA
665
Heritage Wealth Advisors
Virginia
$256K
PCS
666
Personal CFO Solutions
New Jersey
$256K +$266K +1,497 New
EI
667
Ellevest Inc
New York
$252K -$533 -3 -0.2%
ACA
668
Aptus Capital Advisors
Alabama
$250K +$260K +1,463 New
PA
669
Pinnacle Associates
New York
$248K +$257K +1,447 New
Lido Advisors
670
Lido Advisors
California
$248K +$257K +1,449 New
HSA
671
HBK Sorce Advisory
Pennsylvania
$247K +$493K +2,778 New
DWM
672
Doyle Wealth Management
Florida
$246K
LJAC
673
L.J. Altfest & Co
New York
$246K
MA
674
Mutual Advisors
Nebraska
$246K +$255K +1,436 New
CAM
675
Cresset Asset Management
Illinois
$244K +$8.52K +48 +3%

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.