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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.16B +$111M +670,043 +3%
BlackRock
2
BlackRock
New York
$2.66B +$39.2M +236,269 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.67B +$146M +880,314 +9%
State Street
4
State Street
Massachusetts
$1.48B -$115M -694,918 -7%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.34B -$18.4M -111,088 -1%
Norges Bank
6
Norges Bank
Norway
$1.3B +$57.1M +344,011 +4%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$1.19B -$17.8M -107,309 -1%
Capital International Investors
8
Capital International Investors
California
$1.11B +$231M +1,394,636 +26%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$853M +$193M +1,162,186 +29%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$713M +$27.2M +163,743 +4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$567M +$183M +1,103,348 +46%
Invesco
12
Invesco
Georgia
$434M +$18.6M +111,816 +4%
BBHC
13
Brown Brothers Harriman & Co
New York
$417M -$151M -912,657 -26%
FPP
14
Findlay Park Partners
United Kingdom
$375M -$77M -463,892 -17%
Northern Trust
15
Northern Trust
Illinois
$338M -$9.44M -56,871 -3%
Charles Schwab
16
Charles Schwab
California
$299M -$213K -1,281 -0.1%
Fidelity International
17
Fidelity International
Bermuda
$299M -$23.5M -141,403 -7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$295M +$15.1M +90,783 +5%
CIP
19
Champlain Investment Partners
Vermont
$294M -$40M -241,125 -12%
UBS AM
20
UBS AM
Illinois
$251M +$62.9M +379,206 +33%
Legal & General Group
21
Legal & General Group
United Kingdom
$249M +$12.5M +75,601 +5%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$239M -$3.69M -22,220 -1%
BAM
23
Burgundy Asset Management
Ontario, Canada
$216M -$1.67M -10,051 -0.8%
Morgan Stanley
24
Morgan Stanley
New York
$215M +$88.6M +533,627 +68%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$188M -$7.65M -46,125 -4%

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.