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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
ZIG
751
Zullo Investment Group
Pennsylvania
$54K +$4.44K +25 +9%
SC
752
Solstein Capital
California
$49K
OCM
753
Orion Capital Management
California
$48K +$50.2K +283 New
HI
754
Harbour Investments
Wisconsin
$44K
PSB
755
Piscataqua Savings Bank
New Hampshire
$44K
BCMLT
756
Beacon Capital Management LLC (Tennessee)
Tennessee
$43K
CA
757
Clearstead Advisors
Ohio
$43K +$4.26K +24 +11%
ACM
758
AUA Capital Management
Pennsylvania
$41K
FIA
759
FNY Investment Advisers
New York
$41K +$16.5K +93 +62%
CTB
760
Country Trust Bank
Illinois
$39K
PFBT
761
Parkside Financial Bank & Trust
Missouri
$37K +$1.77K +10 +5%
TC
762
Trust Company
Kansas
$35K
LS
763
Livforsakringsbolaget Skandia
Sweden
$34K -$107K -600 -75%
HC
764
Hoese & Co
Minnesota
$34K
RTC
765
Riverview Trust Company
Washington
$34K
TIM
766
Tortoise Investment Management
New York
$34K
ZB
767
Zions Bancorporation
Utah
$34K
TWC
768
TD Waterhouse Canada
Ontario, Canada
$33K -$13.8K -78 -29%
PWMG
769
Prestige Wealth Management Group
New Jersey
$32K -$1.95K -11 -6%
BWA
770
BDO Wealth Advisors
Florida
$31K
GWS
771
Glassman Wealth Services
Virginia
$31K +$710 +4 +2%
TFGT
772
TS Financial Group (TSFG)
Illinois
$31K +$10.7K +60 +49%
Bank of Montreal
773
Bank of Montreal
Ontario, Canada
$30.6K -$2.04M -11,513 -6%
EW
774
Evoke Wealth
California
$30K +$3.55K +20 +13%
T
775
TOBAM
France
$29K -$67.1K -378 -69%

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.