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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
PWLP
676
Prio Wealth Limited Partnership
Massachusetts
$320K
RWA
677
River Wealth Advisors
Pennsylvania
$316K +$1.87K +10 +0.6%
MIM
678
Miller Investment Management
Pennsylvania
$315K
CWAG
679
Compton Wealth Advisory Group
Virginia
$313K
AF
680
Advisornet Financial
Minnesota
$313K -$4.49K -24 -1%
RFO
681
RiverGlades Family Offices
Florida
$310K +$308K +1,646 New
HNB
682
Huntington National Bank
Ohio
$308K -$8.79K -47 -3%
LFG
683
Lockerman Financial Group
California
$307K
PCS
684
Personal CFO Solutions
New Jersey
$306K +$23.8K +127 +8%
CGL
685
Clarius Group LLC
Washington
$305K +$38K +203 +14%
CB
686
Cadence Bank
Mississippi
$305K
EI
687
Ellevest Inc
New York
$304K +$25.8K +138 +9%
SB
688
Simmons Bank
Arkansas
$303K +$5.8K +31 +2%
LIA
689
LS Investment Advisors
Michigan
$302K
SWP
690
Strategic Wealth Partners
Ohio
$301K +$3.93K +21 +1%
BPC
691
Banque Pictet & Cie
Switzerland
$300K +$2.62K +14 +0.9%
IIM
692
InTrack Investment Management
Vermont
$297K +$295K +1,575 New
PA
693
Pinnacle Associates
New York
$296K +$22.8K +122 +8%
MGIM
694
M&G Investment Management
United Kingdom
$295K +$46K +246 +19%
CAM
695
Cozad Asset Management
Illinois
$294K -$26.2K -140 -8%
KWM
696
Kingsview Wealth Management
Oregon
$291K -$2.24K -12 -0.8%
QCG
697
Quadrant Capital Group
Ohio
$288K +$66.2K +354 +30%
HWA
698
Heritage Wealth Advisors
Virginia
$282K
MG
699
Mather Group
Illinois
$281K +$279K +1,490 New
ACA
700
Aptus Capital Advisors
Alabama
$276K

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.