We are live on ! Find out more
AJG icon

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
BWL
801
Bogart Wealth LLC
Virginia
$3K +$2.65K +16 New
AFG
802
Albion Financial Group
Utah
$2K -$2.65K -16 -62%
CMBA
803
C.M. Bidwell & Associates
Hawaii
$2K
ETI
804
Enterprise Trust & Investment
California
$2K +$2.16K +13 New
SFG
805
Steward Financial Group
Texas
$2K +$2.32K +14 New
ONST
806
Old North State Trust
North Carolina
$1.71K -$166 -1 -8%
FSWA
807
Financial Synergies Wealth Advisors
Texas
$1.14K +$1.16K +7 New
AA
808
Addison Advisors
Vermont
$1K
NFSG
809
Newbridge Financial Services Group
Florida
$1K
SIS
810
Sound Income Strategies
Florida
$1K
S
811
Surevest
California
$1K
LIM
812
Longfellow Investment Management
Massachusetts
$1K +$498 +3 +100%
BRWM
813
B. Riley Wealth Management
Tennessee
$815
FGAM
814
Financial Gravity Asset Management
Texas
$421 -$13.9K -84 -7%
BPC
815
Banque Pictet & Cie
Switzerland
$290 -$64.2K -387 -18%
MGIM
816
M&G Investment Management
United Kingdom
$233 +$237K +1,429 New
CP
817
Castleview Partners
Texas
$8 -$3.32K -20 -95%
WIM
818
Westside Investment Management
California
$6 +$6.47K +39 New
Artisan Partners
819
Artisan Partners
Wisconsin
-$136M -781,550 Closed
SC
820
Samlyn Capital
New York
-$63.3M -362,422 Closed
Arrowstreet Capital
821
Arrowstreet Capital
Massachusetts
-$16.9M -96,690 Closed
VIA
822
Vident Investment Advisory
Georgia
-$6.87M -39,317 Closed
DCP
823
Distillate Capital Partners
Illinois
-$6.16M -35,302 Closed
AWA
824
Aaron Wealth Advisors
Illinois
-$201K -35,094 Closed
CM
825
Crestline Management
Texas
-$5.56M -31,820 Closed

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.