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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
SWM
751
SeaCrest Wealth Management
New York
$202K +$200K +1,069 New
C
752
Covestor
United Kingdom
$200K +$175K +933 +740%
IA
753
IFP Advisors
Florida
$198K +$59.3K +317 +11%
GC
754
Garde Capital
Washington
$189K
NC
755
Nicholas Company
Wisconsin
$189K
OCM
756
Osterweis Capital Management
California
$182K
TCOV
757
Trust Company of Vermont
Vermont
$179K -$1.87K -10 -1%
CS
758
Comerica Securities
Michigan
$168K +$167K +891 New
WOC
759
West Oak Capital
California
$163K -$18.7K -100 -10%
TH
760
TCTC Holdings
Texas
$159K
Dimensional Fund Advisors
761
Dimensional Fund Advisors
Texas
$149K -$12.6M -67,197 -8%
PK
762
Pflug Koory
Nebraska
$145K
Group One Trading
763
Group One Trading
Illinois
$143K -$82.3K -440 -37%
EWA
764
EverSource Wealth Advisors
Alabama
$142K -$21.7K -116 -13%
MCC
765
Money Concepts Capital
Florida
$140K +$120K +641 +622%
TC
766
Trust Company
Kansas
$139K +$100K +535 +265%
TAM
767
Tucker Asset Management
Colorado
$138K +$27.5K +147 +25%
SOW
768
State of Wyoming
Wyoming
$137K +$136K +728 New
HIA
769
Harbor Investment Advisory
Maryland
$134K
SWM
770
Spire Wealth Management
Virginia
$134K -$2.62K -14 -2%
GCM
771
Gables Capital Management
Florida
$129K
BTI
772
Blue Trust Inc
Georgia
$128K +$74.6K +399 +115%
LWP
773
Lumature Wealth Partners
Georgia
$120K -$9.54K -51 -7%
HPC
774
HM Payson & Co
Maine
$118K
BWM
775
BerganKDV Wealth Management
Minnesota
$117K

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.