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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
EWA
676
EverSource Wealth Advisors
Alabama
$148K +$47.3K +285 +46%
WOC
677
West Oak Capital
California
$141K
TH
678
TCTC Holdings
Texas
$138K
HDIM
679
Hanson & Doremus Investment Management
Vermont
$135K
Bank Julius Baer & Co
680
Bank Julius Baer & Co
Switzerland
$132K +$76.3K +460 +131%
LS
681
Livforsakringsbolaget Skandia
Sweden
$130K -$133K -800 -50%
HIA
682
Harbor Investment Advisory
Maryland
$129K
DCM
683
Dupont Capital Management
Delaware
$126K -$20.6K -124 -14%
PK
684
Pflug Koory
Nebraska
$126K -$8.3K -50 -6%
FF
685
FourThought Financial
Florida
$122K -$12.1K -73 -9%
GCM
686
Gables Capital Management
Florida
$120K
LWP
687
Lumature Wealth Partners
Georgia
$119K -$59.7K -360 -33%
Skandinaviska Enskilda Banken (SEB)
688
Skandinaviska Enskilda Banken (SEB)
Sweden
$114K -$37.7K -227 -25%
HPC
689
HM Payson & Co
Maine
$104K -$25.9K -156 -20%
BWM
690
BerganKDV Wealth Management
Minnesota
$101K
BFEC
691
Benjamin F. Edwards & Company
Missouri
$95K -$1.16K -7 -1%
AP
692
Atwood & Palmer
Missouri
$90K -$8.13K -49 -8%
T
693
TOBAM
France
$90K +$91.3K +550 New
KFI
694
Key Financial Inc
Pennsylvania
$88K
CFFP
695
Center for Financial Planning
Michigan
$87K
APP
696
Alpha Paradigm Partners
Illinois
$82K +$63.4K +382 +313%
BSB
697
Bangor Savings Bank
Maine
$82K +$83.8K +505 New
NICM
698
Neo Ivy Capital Management
New York
$82K +$84.1K +507 New
MPWT
699
MassMutual Private Wealth & Trust
Connecticut
$77K +$5.48K +33 +7%
LC
700
Lindbrook Capital
California
$75K -$2.32K -14 -3%

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.