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Arthur J. Gallagher & Co
AJG

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: 34 → 39 (+5)

7% more capital invested

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

5% more funds holding

Funds holding: 821 → 864 (+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

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$534M
2
WCM Investment Management
WCM Investment Management
California
+$452M
3
Capital World Investors
Capital World Investors
California
+$111M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$74M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$53.3M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$251M
2
CIP
Champlain Investment Partners
Vermont
-$119M
3
JCM
Junto Capital Management
New York
-$85.3M
4
BBHC
Brown Brothers Harriman & Co
New York
-$72.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$70.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
851
Newbridge Financial Services Group
Florida
$1K – – –
SIS
852
Sound Income Strategies
Florida
$1K – – –
S
853
Surevest
California
$1K – – –
UFF
854
USA Financial Formulas
Michigan
$1K – – –
LF
855
Lee Financial
Texas
$1K +$178 +1 +50%
DWA
856
Delos Wealth Advisors
Texas
$1K +$533 +3 New
DFCM
857
Dark Forest Capital Management
Puerto Rico
$1K +$710 +4 New
FFC
858
First Financial Corp
Indiana
$1K +$710 +4 New
HH
859
HWG Holdings
Texas
$1K +$1.06K +6 New
FGAM
860
Financial Gravity Asset Management
Texas
$443 +$9.94K +56 +5%
MGIM
861
M&G Investment Management
United Kingdom
$225 -$20.4K -115 -8%
WIM
862
Westside Investment Management
California
$6 – – –
JCM
863
Junto Capital Management
New York
– -$85.3M -523,479 Closed
Renaissance Technologies
864
Renaissance Technologies
New York
– -$20.4M -125,200 Closed
PCM
865
Prana Capital Management
Connecticut
– -$19.7M -121,080 Closed
NIG
866
NFJ Investment Group
Texas
– -$10.7M -65,782 Closed
Swedbank
867
Swedbank
Sweden
– -$8.79M -53,904 Closed
Marshall Wace
868
Marshall Wace
United Kingdom
– -$4.78M -29,300 Closed
CC
869
Cipher Capital
New York
– -$4.04M -24,775 Closed
Balyasny Asset Management
870
Balyasny Asset Management
Illinois
– -$2.92M -17,879 Closed
TI
871
Trexquant Investment
Connecticut
– -$2.82M -17,288 Closed
IP
872
Interval Partners
New York
– -$2.19M -13,399 Closed
QT
873
Quantbot Technologies
New York
– -$1.13M -6,929 Closed
E
874
Ergoteles
New York
– -$1.06M -6,480 Closed
AA
875
Argent Advisors
Louisiana
– -$1.02M -6,277 Closed
33 34
35
36 37

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.