We are live on ! Find out more
AJG icon

Arthur J. Gallagher & Co
AJG

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: 34 → 39 (+5)

7% more capital invested

Capital invested by funds: $29B → $31.1B (+$2.09B)

5% more funds holding

Funds holding: 821 → 864 (+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

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$534M
2
WCM Investment Management
WCM Investment Management
California
+$452M
3
Capital World Investors
Capital World Investors
California
+$111M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$74M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$53.3M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$251M
2
CIP
Champlain Investment Partners
Vermont
-$119M
3
JCM
Junto Capital Management
New York
-$85.3M
4
BBHC
Brown Brothers Harriman & Co
New York
-$72.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$70.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
801
Colonial Trust
South Carolina
$15K +$16K +90 New
SC
802
Schubert & Co
Texas
$14K +$1.24K +7 +9%
GI
803
Gradient Investments
Minnesota
$14K +$6.21K +35 +73%
EARNEST Partners
804
EARNEST Partners
Georgia
$13K – – –
BHWM
805
Beaird Harris Wealth Management
Texas
$12K – – –
LFG
806
Larson Financial Group
Missouri
$12K – – –
WTA
807
Washington Trust Advisors
Massachusetts
$12K – – –
CAC
808
Core Alternative Capital
Georgia
$11K – – –
MWM
809
Mascoma Wealth Management
New Hampshire
$11K – – –
SBL
810
Sargent Bickham Lagudis
Colorado
$11K – – –
Jones Financial Companies
811
Jones Financial Companies
Missouri
$10K – – –
UCB
812
United Community Bank
South Carolina
$9.42K – – –
BIA
813
Bell Investment Advisors
California
$9K +$1.06K +6 +13%
PG
814
Proffitt & Goodson
Tennessee
$8K -$13.5K -76 -61%
WWM
815
Wolff Wiese Magana
California
$8K -$1.77K -10 -17%
OLVIG
816
Oliver Lagore Vanvalin Investment Group
Michigan
$8K +$7.81K +44 New
GFPC
817
Global Financial Private Client
Florida
$7.59K – – –
DWP
818
Destiny Wealth Partners
Florida
$7K – – –
MFT
819
Moisand Fitzgerald Tamayo
Florida
$7K – – –
HR
820
Howe & Rusling
New York
$7K +$7.1K +40 New
CCM
821
Covington Capital Management
California
$7K +$7.46K +42 New
CAL
822
Capital Analysts LLC
Pennsylvania
$6K +$6.39K +36 New
DBG
823
De Burlo Group
Massachusetts
$5.65K +$5.86K +33 New
EBA
824
Eagle Bay Advisors
New York
$5K – – –
TSWM
825
Tyler-Stone Wealth Management
Ohio
$5K – – –
31 32
33
34 35

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.