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Arthur J. Gallagher & Co

815 hedge funds and large institutions have $31B invested in Arthur J. Gallagher & Co in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 299 increasing their positions, 294 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 2937 (+8)

6% more capital invested

Capital invested by funds: $29.2B → $31B (+$1.72B)

2% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 294

0.26% less ownership

Funds ownership: 85.55%85.28% (-0.26%)

4% less funds holding

Funds holding: 853815 (-38)

11% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $21M

27% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 95

Holders
815
Holders Change
-38
Holders Change %
-4.45%
% of All Funds
12.85%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.58%
New
69
Increased
299
Reduced
294
Closed
95
Calls
$18.8M
Puts
$21M
Net Calls
-$2.22M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$98.4M -$386K -2,424 -0.4%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$95.6M -$49.7M -311,608 -36%
FPCG
53
Fort Pitt Capital Group
Pennsylvania
$94.2M -$2.71M -16,989 -3%
FAM
54
Fenimore Asset Management
New York
$94.1M -$1.91M -11,994 -2%
Amundi
55
Amundi
France
$89M +$21.9M +137,640 +39%
GC
56
Gillson Capital
Illinois
$87.6M +$614K +3,852 +0.8%
RFC
57
Regions Financial Corp
Alabama
$86.8M -$7.38M -46,299 -9%
GAM
58
Guinness Asset Management
United Kingdom
$84.2M +$2.88M +18,088 +4%
ORIO
59
Old Republic International (ORI)
Illinois
$81.6M -$638K -4,000 -0.8%
GRP
60
Global Retirement Partners
California
$81.6M +$82.4M +516,966 New
Barclays
61
Barclays
United Kingdom
$77.2M -$19M -119,283 -21%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$76M +$33.3M +208,631 +92%
ZIM
63
Zacks Investment Management
Illinois
$74.4M +$2.99M +18,760 +5%
PCM
64
Prana Capital Management
Connecticut
$73.9M +$6.16M +38,616 +10%
EIP
65
Epoch Investment Partners
New York
$72.7M +$7.01M +43,986 +12%
Millennium Management
66
Millennium Management
New York
$67M +$12.1M +76,206 +25%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$66.2M -$52.5K -329 -0.1%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$65.9M +$154K +965 +0.3%
VRS
69
Virginia Retirement Systems
Virginia
$65.4M -$1.13M -7,100 -2%
SC
70
Samlyn Capital
New York
$63.3M -$8.96M -56,181 -13%
KCM
71
Kornitzer Capital Management
Kansas
$63.1M -$2.19M -13,750 -4%
WFMPM
72
Woodley Farra Manion Portfolio Management
Indiana
$62.9M +$72.5K +455 +0.1%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$60.2M -$3.18M -19,921 -5%
MPIA
74
Mountain Pacific Investment Advisers
Idaho
$58.9M +$301K +1,890 +0.6%
SO
75
STRS Ohio
Ohio
$58.8M +$50.9M +319,502 +1,873%

AJG Hedge Fund Activity: Q1 2022 in Review

815 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q1 2022, worth a combined $31B — up 5.9% from $29.2B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of AJG and 69 opened new positions — a net loss of 26 holders — while 294 trimmed existing stakes and 299 added.

The largest buyer was JP Morgan Chase, adding an estimated $407M. The largest seller was Senator Investment Group, exiting entirely with an estimated $181M sold.

  • 815 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q1 2022, down from 853 in Q4 2021.
  • Funds reported $31B of Arthur J. Gallagher & Co stock for Q1 2022, up 5.9% quarter-over-quarter.
  • 69 funds opened new Arthur J. Gallagher & Co positions in Q1 2022 and 95 closed out, a net change of -26 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q1 2022 was JP Morgan Chase, an estimated $407M added.
  • The largest Arthur J. Gallagher & Co seller in Q1 2022 was Senator Investment Group, an estimated $181M sold.

Based on aggregated 13F filings for Q1 2022.