We are live on ! Find out more
AJG icon

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
PFBT
726
Parkside Financial Bank & Trust
Missouri
$34K +$5.14K +31 +18%
HC
727
Hoese & Co
Minnesota
$33K
TC
728
Trust Company
Kansas
$33K
TIM
729
Tortoise Investment Management
New York
$33K +$4.48K +27 +16%
AIM
730
Achmea Investment Management
Netherlands
$32K
RTC
731
Riverview Trust Company
Washington
$32K
PWMG
732
Prestige Wealth Management Group
New Jersey
$32K +$3.32K +20 +11%
ZB
733
Zions Bancorporation
Utah
$32K +$11.6K +70 +55%
Bank of Montreal
734
Bank of Montreal
Ontario, Canada
$31.4K -$3.42M -20,581 -10%
SOW
735
State of Wyoming
Wyoming
$31K +$32K +193 New
TWC
736
TD Waterhouse Canada
Ontario, Canada
$30.8K -$332 -2 -0.7%
BWA
737
BDO Wealth Advisors
Florida
$30K
GWS
738
Glassman Wealth Services
Virginia
$29K +$6.97K +42 +31%
SCA
739
Stuart Chaussee & Associates
California
$26K
EW
740
Evoke Wealth
California
$25K
VCM
741
Versant Capital Management
Arizona
$25K
CSB
742
City State Bank
Iowa
$24K
FCA
743
FinTrust Capital Advisors
South Carolina
$24K
FIA
744
FNY Investment Advisers
New York
$24K +$25.1K +151 New
CWP
745
Concord Wealth Partners
Virginia
$23K -$332 -2 -1%
LCM
746
Logan Capital Management
Pennsylvania
$23K
VWM
747
Valley Wealth Managers
New Jersey
$23K +$23.7K +143 New
GEA
748
Glen Eagle Advisors
New Jersey
$21.2K
PG
749
Proffitt & Goodson
Tennessee
$20K
TFGT
750
TS Financial Group (TSFG)
Illinois
$20K

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.