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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
FPS
701
Fieldpoint Private Securities
Connecticut
$75K +$48.5K +292 +173%
CT
702
Caldwell Trust
Florida
$73.4K
APA
703
American Portfolios Advisors
New York
$72.9K
TAM
704
Tucker Asset Management
Colorado
$72.6K -$6.14K -37 -8%
SSG
705
Summit Securities Group
New York
$72K +$58.9K +355 +413%
TIM
706
Tevis Investment Management
Texas
$69K +$6.64K +40 +10%
CCA
707
Column Capital Advisors
Indiana
$68K
PCG
708
Private Capital Group
Connecticut
$67K -$1.33K -8 -2%
IA
709
IFP Advisors
Florida
$64K
SWM
710
Selective Wealth Management
Virginia
$63K
FWM
711
Focused Wealth Management
New York
$62K
PI
712
PineBridge Investments
New York
$57K -$22.1K -133 -27%
CA
713
Capitolis Advisors
New York
$57K
MHR
714
Matthew Hamilton Rosenberg
$53K
BTI
715
Blue Trust Inc
Georgia
$53K +$50.1K +302 New
ZIG
716
Zullo Investment Group
Pennsylvania
$48K +$8.8K +53 +22%
SC
717
Solstein Capital
California
$47K
BCMLT
718
Beacon Capital Management LLC (Tennessee)
Tennessee
$46K
VVP
719
Venture Visionary Partners
Ohio
$44.3K +$45.1K +272 New
HI
720
Harbour Investments
Wisconsin
$44K +$44.8K +270 New
PSB
721
Piscataqua Savings Bank
New Hampshire
$42K
ACM
722
AUA Capital Management
Pennsylvania
$39K
CA
723
Clearstead Advisors
Ohio
$37K
CTB
724
Country Trust Bank
Illinois
$37K
AIP
725
Ahrens Investment Partners
Louisiana
$35K +$166 +1 +0.5%

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.