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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
Jones Financial Companies
776
Jones Financial Companies
Missouri
$10K +$9.96K +60 New
FCMT
777
Founders Capital Management (Texas)
Texas
$9K +$9.29K +56 New
UCB
778
United Community Bank
South Carolina
$8.97K
GI
779
Gradient Investments
Minnesota
$8K -$3.32K -20 -29%
GFPC
780
Global Financial Private Client
Florida
$7.08K
DWP
781
Destiny Wealth Partners
Florida
$7K +$6.8K +41 New
MFT
782
Moisand Fitzgerald Tamayo
Florida
$7K +$6.97K +42 New
BIA
783
Bell Investment Advisors
California
$7K +$7.47K +45 New
VNA
784
Valley National Advisers
Pennsylvania
$6K
PMFA
785
Plante Moran Financial Advisors
Michigan
$6K +$6.47K +39 New
PFGIA
786
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$4.15K -25 -43%
ETC
787
Exchange Traded Concepts
Oklahoma
$5K -$2.82K -17 -38%
AS
788
Altshuler Shaham
Israel
$5K -$830 -5 -14%
TSWM
789
Tyler-Stone Wealth Management
Ohio
$5K
GKIM
790
GW&K Investment Management
Massachusetts
$5K +$1.99K +12 +75%
EBA
791
Eagle Bay Advisors
New York
$4.71K +$4.81K +29 New
SWA
792
Sutton Wealth Advisors
Florida
$4.4K +$830 +5 +23%
Parallax Volatility Advisers
793
Parallax Volatility Advisers
California
$4K -$128K -773 -97%
AAP
794
Arax Advisory Partners
Colorado
$4K
CAC
795
Certified Advisory Corp
Florida
$4K
CA
796
CoreCap Advisors
Michigan
$4K +$4.48K +27 New
CFO
797
CVA Family Office
Colorado
$3K
MA
798
MCF Advisors
Kentucky
$3K
MA
799
MUFG Americas
New York
$3K
CAL
800
Capital Advisors Ltd
Ohio
$3K +$1.99K +12 +133%

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.