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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
IFS
651
Ifrah Financial Services
Arkansas
$348K -$2.81K -15 -0.8%
KWM
652
Kolinsky Wealth Management
New Jersey
$346K +$4.12K +22 +1%
CAM
653
Cresset Asset Management
Illinois
$346K +$155K +831 +58%
BCA
654
Bay Colony Advisors
Massachusetts
$345K +$37.8K +202 +12%
MFG
655
Menard Financial Group
Texas
$345K
OTL
656
Oak Thistle LLC
New York
$344K +$342K +1,826 New
SP
657
Successful Portfolios
Florida
$344K -$561 -3 -0.2%
SPIA
658
Steward Partners Investment Advisory
New York
$342K -$3.37K -18 -1%
EB
659
Eastern Bank
Massachusetts
$341K -$15K -80 -4%
BCWM
660
Bartlett & Co Wealth Management
Ohio
$340K
BC
661
Bartlett & Co
Ohio
$340K
CWM
662
Cahaba Wealth Management
Georgia
$340K -$12.3K -66 -4%
EHC
663
Everett Harris & Co
California
$338K +$336K +1,794 New
GBT
664
Grove Bank & Trust
Florida
$337K -$154K -824 -32%
MAS
665
Meeder Advisory Services
Ohio
$336K +$333K +1,783 New
CPC
666
Cookson Peirce & Co
Pennsylvania
$336K
WBC
667
West Branch Capital
Massachusetts
$336K
DWT
668
Dorsey & Whitney Trust
South Dakota
$335K +$3.18K +17 +1%
4WM
669
44 Wealth Management
Oregon
$332K -$3.18K -17 -1%
MSWM
670
McGlone Suttner Wealth Management
Wisconsin
$329K +$326K +1,744 New
OWP
671
Obermeyer Wealth Partners
Colorado
$327K
FHA
672
First Horizon Advisors
Tennessee
$326K -$17.4K -93 -5%
LWAC
673
Laurel Wealth Advisors (California)
California
$324K
DC
674
Davenport & Co
Virginia
$324K +$56.1K +300 +21%
ANTB
675
AMG National Trust Bank
Colorado
$321K

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.