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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
TAM
726
Tucker Asset Management
Colorado
$109K +$24K +135 +30%
HPC
727
HM Payson & Co
Maine
$107K -$2.31K -13 -2%
Skandinaviska Enskilda Banken (SEB)
728
Skandinaviska Enskilda Banken (SEB)
Sweden
$106K -$14.4K -81 -12%
BWM
729
BerganKDV Wealth Management
Minnesota
$106K
LC
730
Lindbrook Capital
California
$105K +$27.9K +157 +34%
AA
731
Alta Advisers
United Kingdom
$103K +$107K +600 New
AP
732
Atwood & Palmer
Missouri
$94K
CFFP
733
Center for Financial Planning
Michigan
$92K
KFI
734
Key Financial Inc
Pennsylvania
$91K
BSB
735
Bangor Savings Bank
Maine
$86K -$533 -3 -0.6%
MPWT
736
MassMutual Private Wealth & Trust
Connecticut
$85K +$3.73K +21 +4%
TIM
737
Tevis Investment Management
Texas
$84K +$12.2K +69 +16%
DCM
738
Dupont Capital Management
Delaware
$83K -$51.1K -288 -37%
CT
739
Caldwell Trust
Florida
$77K
JFGIW
740
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$74K +$76.7K +432 New
Pacer Advisors
741
Pacer Advisors
Pennsylvania
$73K -$8.23M -46,390 -99%
CCA
742
Column Capital Advisors
Indiana
$72K
Canada Pension Plan Investment Board
743
Canada Pension Plan Investment Board
Ontario, Canada
$68K -$1.9M -10,700 -96%
APA
744
American Portfolios Advisors
New York
$66.6K -$10.3K -58 -13%
SWM
745
Selective Wealth Management
Virginia
$66K
FWM
746
Focused Wealth Management
New York
$65K
NICM
747
Neo Ivy Capital Management
New York
$61K -$27K -152 -30%
CA
748
Capitolis Advisors
New York
$60K
BTI
749
Blue Trust Inc
Georgia
$56K +$7.81K +44 +15%
MHR
750
Matthew Hamilton Rosenberg
$55K

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.