We are live on ! Find out more
AJG icon

Arthur J. Gallagher & Co

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: 3439 (+5)

7% more capital invested

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

5% more funds holding

Funds holding: 821864 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
826
Arax Advisory Partners
Colorado
$5K +$888 +5 +20%
Parallax Volatility Advisers
827
Parallax Volatility Advisers
California
$5K +$1.06K +6 +23%
MDCM
828
Morgan Dempsey Capital Management
Wisconsin
$5K +$4.97K +28 New
PWS
829
Paragon Wealth Strategies
Florida
$5K +$5.33K +30 New
SWA
830
Sutton Wealth Advisors
Florida
$4.62K
FMP
831
Financial Management Professionals
Texas
$4K -$7.1K -40 -62%
AS
832
Altshuler Shaham
Israel
$4K -$1.6K -9 -28%
MA
833
MCF Advisors
Kentucky
$4K +$888 +5 +31%
CP
834
Castleview Partners
Texas
$4K +$3.55K +20 +2,000%
ETC
835
Exchange Traded Concepts
Oklahoma
$3K -$1.6K -9 -32%
CFO
836
CVA Family Office
Colorado
$3K
ATC
837
Adirondack Trust Company
New York
$3K +$2.66K +15 New
VCM
838
Vigilant Capital Management
Maine
$3K +$3.55K +20 New
AWM
839
Abound Wealth Management
Tennessee
$2.91K +$3.02K +17 New
SC
840
SouthState Corp
Florida
$2K -$14.2K -80 -89%
CAL
841
Capital Advisors Ltd
Ohio
$2K -$1.6K -9 -43%
AFG
842
Albion Financial Group
Utah
$2K
CMBA
843
C.M. Bidwell & Associates
Hawaii
$2K
Loomis, Sayles & Company
844
Loomis, Sayles & Company
Massachusetts
$2K +$1.6K +9 New
SIC
845
SJS Investment Consulting
Ohio
$2K +$1.6K +9 New
EC
846
EdgeRock Capital
Colorado
$2K +$1.95K +11 New
FSWA
847
Financial Synergies Wealth Advisors
Texas
$1.2K
BWL
848
Bogart Wealth LLC
Virginia
$1K -$1.95K -11 -69%
AA
849
Addison Advisors
Vermont
$1K
LIM
850
Longfellow Investment Management
Massachusetts
$1K

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.