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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
DC
676
Davenport & Co
Virginia
$243K -$1.6K -9 -0.6%
CGL
677
Clarius Group LLC
Washington
$242K -$6.92K -39 -3%
FAM
678
Formidable Asset Management
Ohio
$240K
SRC
679
Shufro Rose & Co
New York
$240K +$249K +1,400 New
EH
680
Equitable Holdings
New York
$233K +$2.48K +14 +1%
GWANC
681
Guardian Wealth Advisors (North Carolina)
North Carolina
$233K +$242K +1,363 New
SCM
682
Shelton Capital Management
Colorado
$232K +$17.8K +100 +8%
SIM
683
Sentry Investment Management
Wisconsin
$230K
IP
684
Ignite Planners
California
$230K +$230K +1,294 New
RBC
685
Roble Belko & Company
Pennsylvania
$226K -$18.3K -103 -7%
ICG
686
InterOcean Capital Group
Tennessee
$225K +$6.04K +34 +3%
PP
687
Patron Partners
Texas
$223K -$12.2K -69 -5%
WAL
688
W Advisors LLC
Tennessee
$223K -$888 -5 -0.4%
MLA
689
My Legacy Advisors
Oregon
$222K -$277K -1,562 -55%
CA
690
Commerzbank Aktiengesellschaft
Germany
$222K +$230K +1,296 New
USCWA
691
U.S. Capital Wealth Advisors
Texas
$221K +$533 +3 +0.2%
BO
692
BRR OpCo
Ohio
$219K
FBFS
693
First Business Financial Services
Wisconsin
$218K
RWM
694
Ritholtz Wealth Management
New York
$216K +$223K +1,259 New
RMC
695
Resources Management Corp
Connecticut
$211K
GG
696
Gofen & Glossberg
Illinois
$208K -$61.6K -347 -22%
O
697
Ossiam
France
$208K +$216K +1,216 New
WS
698
Wedbush Securities
California
$208K +$216K +1,216 New
KIA
699
KCM Investment Advisors
California
$205K +$212K +1,195 New
Group One Trading
700
Group One Trading
Illinois
$205K +$213K +1,200 New

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.