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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
TWC
776
TD Waterhouse Canada
Ontario, Canada
$116K +$81.4K +435 +233%
Balyasny Asset Management
777
Balyasny Asset Management
Illinois
$116K +$115K +616 New
AA
778
Alta Advisers
United Kingdom
$113K
AP
779
Atwood & Palmer
Missouri
$104K
CFFP
780
Center for Financial Planning
Michigan
$101K
DMBA
781
Deseret Mutual Benefit Administrators
Utah
$99K -$86.6K -463 -47%
DCM
782
Dupont Capital Management
Delaware
$98.8K +$7.11K +38 +8%
MPWT
783
MassMutual Private Wealth & Trust
Connecticut
$96K +$2.06K +11 +2%
HI
784
Harbour Investments
Wisconsin
$96K +$44.7K +239 +89%
LC
785
Lindbrook Capital
California
$95.8K -$20K -107 -17%
BSB
786
Bangor Savings Bank
Maine
$95K
CPG
787
Cornerstone Planning Group
New Jersey
$92K +$90K +481 New
KFI
788
Key Financial Inc
Pennsylvania
$91.3K
CYG
789
Clean Yield Group
Vermont
$85K +$62.1K +332 +279%
CT
790
Caldwell Trust
Florida
$84.8K
JFGIW
791
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81.4K
GFWA
792
Grey Fox Wealth Advisors
Delaware
$78.6K +$78K +417 New
Canada Pension Plan Investment Board
793
Canada Pension Plan Investment Board
Ontario, Canada
$75.4K
FWM
794
Focused Wealth Management
New York
$71.6K
ZIG
795
Zullo Investment Group
Pennsylvania
$61.9K +$2.06K +11 +3%
MHR
796
Matthew Hamilton Rosenberg
$61.1K
MS
797
Madden Securities
Texas
$56.6K +$56.1K +300 New
OCM
798
Orion Capital Management
California
$53.4K
CCA
799
Column Capital Advisors
Indiana
$52.8K -$26.2K -140 -33%
APP
800
Alpha Paradigm Partners
Illinois
$52K +$52K +278 New

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.