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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
MSL
826
Mackay Shields LLC
New York
-$5.22M -29,883 Closed
MLM
827
Mount Lucas Management
Pennsylvania
-$2.37M -13,563 Closed
AI
828
AdvisorShares Investments
Maryland
-$951K -5,448 Closed
AIL
829
AGF Investments LLC
Ontario, Canada
-$923K -5,288 Closed
VCM
830
Virtue Capital Management
Tennessee
-$903K -5,169 Closed
MSCM
831
McElhenny Sheffield Capital Management
Texas
-$902K -5,168 Closed
EP
832
Edgestream Partners
New Jersey
-$806K -4,619 Closed
WA
833
WESPAC Advisors
California
-$794K -4,546 Closed
IRF
834
IBM Retirement Fund
New York
-$571K -3,270 Closed
DAM
835
Deltec Asset Management
New York
-$550K -3,150 Closed
OMC
836
Old Mission Capital
Illinois
-$502K -2,873 Closed
BF
837
BOK Financial
Oklahoma
-$384K -2,200 Closed
CRC
838
Curi RMB Capital
Illinois
-$324K -1,858 Closed
1IA
839
1620 Investment Advisors
Massachusetts
-$293K -1,727 Closed
HF
840
HRT Financial
New York
-$295K -1,694 Closed
FCH
841
Freestone Capital Holdings
Washington
-$256K -1,464 Closed
TSS
842
Two Sigma Securities
New York
-$254K -1,456 Closed
IF
843
Intrua Financial
Texas
-$251K -1,436 Closed
EWM
844
Empirical Wealth Management
Washington
-$226K -1,293 Closed
GT
845
Glenview Trust
Kentucky
-$220K -1,261 Closed
WA
846
Wealth Architects
California
-$218K -1,247 Closed
FWM
847
Fairhaven Wealth Management
Illinois
-$217K -1,245 Closed
ACA
848
Aptus Capital Advisors
Alabama
-$211K -1,206 Closed
KIA
849
KCM Investment Advisors
California
-$210K -1,204 Closed
SW
850
SteelPeak Wealth
California
-$205K -1,173 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.