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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
GSAM
851
Grant Street Asset Management
Pennsylvania
-$200K -1,146 Closed
Group One Trading
852
Group One Trading
Illinois
-$149K -900 Closed
CA
853
Centerpoint Advisors
Massachusetts
-$72K -410 Closed
PAG
854
Paladin Advisory Group
Iowa
-$33.2K -200 Closed
GAM
855
Gemmer Asset Management
California
-$23K -132 Closed
Lazard Asset Management
856
Lazard Asset Management
New York
-$22K -128 Closed
MCC
857
Money Concepts Capital
Florida
-$19K -109 Closed
FAG
858
Fortitude Advisory Group
Washington
-$17K -96 Closed
GA
859
GoalVest Advisory
New York
-$16K -91 Closed
RCG
860
Rock Creek Group
District of Columbia
-$12K -71 Closed
SWA
861
SOA Wealth Advisors
New York
-$7K -45 Closed
NL
862
NVWM LLC
Pennsylvania
-$8K -43 Closed
TFO
863
Tarbox Family Office
California
-$7K -41 Closed
DBG
864
De Burlo Group
Massachusetts
-$5.76K -33 Closed
T
865
TCWP
Ohio
-$5K -33 Closed
CI
866
Cordant Inc
Oregon
-$5K -26 Closed
UFF
867
USA Financial Formulas
Michigan
-$3.48K -21 -88%
Koshinski Asset Management
868
Koshinski Asset Management
Illinois
-$2.97K -17 Closed
Loomis, Sayles & Company
869
Loomis, Sayles & Company
Massachusetts
-$3K -17 Closed
CB
870
CNB Bank
Pennsylvania
-$3K -16 Closed
AWMS
871
Advocacy Wealth Management Services
Georgia
-$2K -11 Closed
JFA
872
JNBA Financial Advisors
Minnesota
-$1K -5 Closed
AW
873
ACG Wealth
Georgia
+$166 +1 New
LF
874
Lee Financial
Texas
+$332 +2 New

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.