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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
BCMLT
801
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.6K
PSB
802
Piscataqua Savings Bank
New Hampshire
$48.1K
CA
803
Clearstead Advisors
Ohio
$46.9K
CA
804
Crewe Advisors
Utah
$46.8K +$17.6K +94 +61%
ACM
805
AUA Capital Management
Pennsylvania
$45.4K
PFBT
806
Parkside Financial Bank & Trust
Missouri
$42.8K +$2.06K +11 +5%
CTB
807
Country Trust Bank
Illinois
$42.4K
HIIFS
808
Harel Insurance Investments & Financial Services
Israel
$42K +$41.1K +220 New
VF
809
VitalStone Financial
Texas
$42K +$41.9K +224 New
FAM
810
Fred Alger Management
New York
$41.5K +$41.1K +220 New
ZB
811
Zions Bancorporation
Utah
$40.5K +$3.37K +18 +9%
HC
812
Hoese & Co
Minnesota
$40K
SSG
813
Summit Securities Group
New York
$40K +$39.5K +211 +21,100%
TIM
814
Tortoise Investment Management
New York
$37.9K
LS
815
Livforsakringsbolaget Skandia
Sweden
$37.7K
GWS
816
Glassman Wealth Services
Virginia
$37.3K +$2.99K +16 +9%
RTC
817
Riverview Trust Company
Washington
$37K
HMS
818
Hanseatic Management Services
New Mexico
$36K +$35.5K +190 New
TFGT
819
TS Financial Group (TSFG)
Illinois
$35K
BWA
820
BDO Wealth Advisors
Florida
$34.3K
AF
821
Affiance Financial
Minnesota
$32.1K +$31.8K +170 New
SCA
822
Stuart Chaussee & Associates
California
$30.5K
PWMG
823
Prestige Wealth Management Group
New Jersey
$30.2K -$4.86K -26 -14%
VCM
824
Versant Capital Management
Arizona
$29.4K
DIP
825
DT Investment Partners
Pennsylvania
$28.7K

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.