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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
FMP
876
Financial Management Professionals
Texas
$5K
DFCM
877
Dark Forest Capital Management
Puerto Rico
$4.34K +$3.55K +19 +475%
FGAM
878
Financial Gravity Asset Management
Texas
$4.33K -$189K -1,008 -84%
VCM
879
Vigilant Capital Management
Maine
$4K
CP
880
Castleview Partners
Texas
$3.96K
MA
881
MCF Advisors
Kentucky
$3.96K
HS
882
Horan Securities
United States
$3.96K +$3.93K +21 New
SC
883
Solstein Capital
California
$3.77K -$50.1K -268 -93%
SIC
884
SJS Investment Consulting
Ohio
$3.77K +$2.06K +11 +122%
WPWM
885
Western Pacific Wealth Management
Illinois
$3.77K +$3.74K +20 New
TCOT
886
Trust Company of Toledo
Ohio
$3.7K -$42.6K -228 -1%
SWM
887
Sugarloaf Wealth Management
Georgia
$3.58K +$3.55K +19 New
MYAM
888
Meiji Yasuda Asset Management
Japan
$3.41K -$163K -870 -5%
DI
889
Disciplined Investments
Oklahoma
$3.39K -$996K -5,324 -100%
AWM
890
Abound Wealth Management
Tennessee
$3.21K
POIA
891
Pin Oak Investment Advisors
Texas
$3K +$2.99K +16 New
Lazard Asset Management
892
Lazard Asset Management
New York
$3K +$3.18K +17 New
ATC
893
Adirondack Trust Company
New York
$2.83K
PG
894
Proffitt & Goodson
Tennessee
$2.64K -$6.36K -34 -71%
CMBA
895
C.M. Bidwell & Associates
Hawaii
$2.26K
EE
896
EWG Elevate
California
$2.07K +$2.06K +11 New
CAL
897
Capital Advisors Ltd
Ohio
$2K -$374 -2 -17%
AFG
898
Albion Financial Group
Utah
$1.89K
SIS
899
Sound Income Strategies
Florida
$1.89K +$1.12K +6 +150%
FA
900
Fiduciary Alliance
South Carolina
$1.89K +$1.87K +10 New

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.