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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
CSB
826
City State Bank
Iowa
$28K
VWM
827
Valley Wealth Managers
New Jersey
$27K
MSCM
828
McElhenny Sheffield Capital Management
Texas
$26.8K +$26.6K +142 New
LCM
829
Logan Capital Management
Pennsylvania
$26.4K
HCM
830
Hollencrest Capital Management
California
$25.1K +$24.9K +133 New
GEA
831
Glen Eagle Advisors
New Jersey
$24.5K
FMII
832
Farmers & Merchants Investments Inc
Nebraska
$23.9K +$748 +4 +3%
FCA
833
FinTrust Capital Advisors
South Carolina
$22.8K -$4.12K -22 -15%
SSB
834
Sandy Spring Bank
Maryland
$22.4K
JWA
835
JFS Wealth Advisors
Pennsylvania
$22.2K +$187 +1 +0.9%
BWM
836
Baystate Wealth Management
Massachusetts
$22K +$187 +1 +0.9%
MCM
837
Manchester Capital Management
Vermont
$21.7K -$374 -2 -2%
HCP
838
Hexagon Capital Partners
Arkansas
$21.1K
MCM
839
MV Capital Management
Maryland
$20.9K +$748 +4 +4%
LS
840
Leelyn Smith
Illinois
$20.7K
BHWM
841
Beaird Harris Wealth Management
Texas
$20.6K +$7.48K +40 +58%
OAJ
842
Ogorek Anthony Joseph
New York
$20K
FFA
843
Farther Finance Advisors
California
$19.2K +$19.1K +102 New
PI
844
PineBridge Investments
New York
$17.3K +$17.2K +92 New
FFA
845
Fairfield Financial Advisors
Massachusetts
$16.6K
TWA
846
TCI Wealth Advisors
Arizona
$16.2K
CT
847
Colonial Trust
South Carolina
$16.2K -$935 -5 -6%
SC
848
Schubert & Co
Texas
$15.3K -$374 -2 -2%
CSPIA
849
Cary Street Partners Investment Advisory
Virginia
$15.1K +$15K +80 New
EARNEST Partners
850
EARNEST Partners
Georgia
$14K

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.