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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
BWL
901
Bogart Wealth LLC
Virginia
$1.7K +$748 +4 +80%
CWP
902
Concord Wealth Partners
Virginia
$1.7K +$1.68K +9 New
MWM
903
MinichMacGregor Wealth Management
New York
$1.7K +$1.68K +9 New
ETC
904
Exchange Traded Concepts
Oklahoma
$1.32K -$2.24K -12 -63%
NFSG
905
Newbridge Financial Services Group
Florida
$1.32K
MPCL
906
My Personal CFO LLC
Washington
$1.32K +$1.31K +7 New
IGWM
907
ICA Group Wealth Management
Colorado
$1.13K -$291K -1,556 -100%
LIM
908
Longfellow Investment Management
Massachusetts
$1.13K
NICM
909
Neo Ivy Capital Management
New York
$1K -$65.3K -349 -98%
TWP
910
TFO Wealth Partners
Ohio
$957 +$1.68K +9 New
DJSG
911
D.J. St. Germain
Massachusetts
$791
AA
912
Addison Advisors
Vermont
$754
FFC
913
First Financial Corp
Indiana
$754
DWA
914
Delos Wealth Advisors
Texas
$566
LF
915
Lee Financial
Texas
$566
GJIA
916
Glass Jacobson Investment Advisors
Maryland
$566 +$561 +3 New
ECM
917
Everence Capital Management
Indiana
$552
WIM
918
Westside Investment Management
California
$7
ACM
919
Alua Capital Management
New York
-$36.4M -212,300 Closed
BCP
920
Bayberry Capital Partners
New York
-$15.8M -92,000 Closed
PFMOSF
921
Philadelphia Financial Management of San Francisco
California
-$7.25M -42,312 Closed
DCP
922
Distillate Capital Partners
Illinois
-$6.79M -39,732 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
923
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.82M -22,308 Closed
Tudor Investment Corp
924
Tudor Investment Corp
Connecticut
-$3.63M -19,412 Closed
GCM
925
Gunderson Capital Management
South Carolina
-$2.25M -13,169 Closed

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.