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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
EIP
76
Epoch Investment Partners
New York
$56.2M -$1.13M -6,047 -2%
WF
77
Welch & Forbes
Massachusetts
$55.5M -$565K -3,022 -1%
WG
78
Welch Group
Alabama
$55.3M -$1.14M -6,103 -2%
MPIA
79
Mountain Pacific Investment Advisers
Idaho
$54.4M -$2.21M -11,833 -4%
Artisan Partners
80
Artisan Partners
Wisconsin
$53.1M +$52.6M +281,472 New
VRS
81
Virginia Retirement Systems
Virginia
$53M -$23.3M -124,523 -31%
SO
82
STRS Ohio
Ohio
$51.8M +$177K +948 +0.3%
Principal Financial Group
83
Principal Financial Group
Iowa
$51.6M -$2.03M -10,853 -4%
AllianceBernstein
84
AllianceBernstein
Tennessee
$51.6M -$44.3K -237 -0.1%
RJA
85
Raymond James & Associates
Florida
$49.2M -$10.3M -55,002 -17%
DP
86
Dearborn Partners
Illinois
$48.5M -$8.72M -46,603 -15%
Wells Fargo
87
Wells Fargo
California
$47.8M +$3.94M +21,053 +9%
CAM
88
Close Asset Management
United Kingdom
$47.8M -$842K -4,500 -2%
PR
89
Payden & Rygel
California
$47.2M +$7.22M +38,580 +18%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$47M +$16.2M +86,498 +53%
BCPEMI
91
Bain Capital Public Equity Management II
Massachusetts
$45.2M -$48.6M -259,682 -52%
GIA
92
Gateway Investment Advisers
Ohio
$44.1M +$249K +1,329 +0.6%
Korea Investment Corp
93
Korea Investment Corp
South Korea
$41.3M +$6.82M +36,487 +20%
Macquarie Group
94
Macquarie Group
Australia
$41.2M -$1.25M -6,687 -3%
FWIA
95
Fort Washington Investment Advisors
Ohio
$40.7M +$5.05K +27 +0%
T. Rowe Price Investment Management
96
T. Rowe Price Investment Management
Maryland
$40.5M +$5.09M +27,193 +14%
VNIM
97
Vaughan Nelson Investment Management
Texas
$40.1M -$1.24M -6,651 -3%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$39.9M +$6.01M +32,127 +18%
Canada Life
99
Canada Life
Manitoba, Canada
$39.9M +$146K +778 +0.4%
KBC Group
100
KBC Group
Belgium
$38.6M +$9.74M +52,059 +34%

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.