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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
CT
701
Cambridge Trust
Massachusetts
$275K -$7.86K -42 -3%
CHC
702
City Holding Co
West Virginia
$271K -$17.6K -94 -6%
IP
703
Ignite Planners
California
$264K +$11.4K +61 +5%
LJAC
704
L.J. Altfest & Co
New York
$264K -$6.36K -34 -2%
SIM
705
Sentry Investment Management
Wisconsin
$264K +$11K +59 +4%
SRC
706
Shufro Rose & Co
New York
$264K
RFG
707
RFP Financial Group
Georgia
$264K +$262K +1,400 New
FAM
708
Formidable Asset Management
Ohio
$258K
EH
709
Equitable Holdings
New York
$258K +$1.12K +6 +0.4%
GWANC
710
Guardian Wealth Advisors (North Carolina)
North Carolina
$257K
BHPW
711
Beverly Hills Private Wealth
California
$254K +$252K +1,346 New
FRM
712
Fox Run Management
Connecticut
$253K +$251K +1,343 New
EWM
713
Empirical Wealth Management
Washington
$252K +$250K +1,339 New
WAL
714
W Advisors LLC
Tennessee
$252K +$6.36K +34 +3%
DWM
715
Drive Wealth Management
Utah
$246K +$244K +1,307 New
OAM
716
Oppenheimer Asset Management
New York
$245K -$82.7K -442 -25%
RBC
717
Roble Belko & Company
Pennsylvania
$245K -$4.68K -25 -2%
CA
718
Commerzbank Aktiengesellschaft
Germany
$245K
KPWS
719
Kestra Private Wealth Services
Texas
$243K -$108K -580 -31%
MLA
720
My Legacy Advisors
Oregon
$242K -$9.54K -51 -4%
FBFS
721
First Business Financial Services
Wisconsin
$241K
WWM
722
Western Wealth Management
Colorado
$240K -$272K -1,453 -53%
EGM
723
Engineers Gate Manager
New York
$240K -$2M -10,698 -89%
BFEC
724
Benjamin F. Edwards & Company
Missouri
$238K +$77.8K +416 +49%
OHWA
725
Oak Hill Wealth Advisors
Virginia
$237K +$235K +1,259 New

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.