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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
TC
701
Titleist Capital
Texas
$203K -$19.9K -112 -9%
CI
702
Conning Inc
Connecticut
$202K -$31.6K -178 -13%
TW
703
Transform Wealth
Colorado
$201K -$90K -507 -30%
QCG
704
Quadrant Capital Group
Ohio
$201K -$5.86K -33 -3%
AF
705
Allworth Financial
California
$192K +$22.9K +129 +13%
WFA
706
Wipfli Financial Advisors
Wisconsin
$181K +$187K +1,056 New
NC
707
Nicholas Company
Wisconsin
$171K
GC
708
Garde Capital
Washington
$171K
PCM
709
Penserra Capital Management
California
$171K +$4.62K +26 +3%
DMBA
710
Deseret Mutual Benefit Administrators
Utah
$169K -$48.6K -274 -22%
WOC
711
West Oak Capital
California
$165K +$17.8K +100 +12%
OCM
712
Osterweis Capital Management
California
$165K +$171K +965 New
TCOV
713
Trust Company of Vermont
Vermont
$164K
EWA
714
EverSource Wealth Advisors
Alabama
$149K -$6.39K -36 -4%
TH
715
TCTC Holdings
Texas
$145K
BFEC
716
Benjamin F. Edwards & Company
Missouri
$145K +$46.3K +261 +45%
HDIM
717
Hanson & Doremus Investment Management
Vermont
$142K
IA
718
IFP Advisors
Florida
$137K +$258K +1,456 +108%
PK
719
Pflug Koory
Nebraska
$132K
FF
720
FourThought Financial
Florida
$128K
SWM
721
Spire Wealth Management
Virginia
$124K -$89.6K -505 -41%
HIA
722
Harbor Investment Advisory
Maryland
$122K -$14.2K -80 -10%
BAMF
723
BI Asset Management Fondsmaeglerselskab
Denmark
$119K -$494K -2,783 -80%
GCM
724
Gables Capital Management
Florida
$117K -$8.88K -50 -7%
LWP
725
Lumature Wealth Partners
Georgia
$117K -$7.99K -45 -6%

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.