We are live on ! Find out more
AJG icon

Arthur J. Gallagher & Co

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: 3439 (+5)

7% more capital invested

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

5% more funds holding

Funds holding: 821864 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.41B +$47.3M +266,711 +1%
BlackRock
2
BlackRock
New York
$2.79B +$703K +3,962 +0%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.76B +$5.58M +31,461 +0.3%
Capital International Investors
4
Capital International Investors
California
$1.68B +$534M +3,005,709 +44%
State Street
5
State Street
Massachusetts
$1.56B +$2.15M +12,117 +0.1%
Norges Bank
6
Norges Bank
Norway
$1.31B -$66.5M -374,515 -5%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$1.22B -$31M -174,728 -2%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.17B -$251M -1,413,099 -17%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$948M +$53.3M +300,053 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$765M +$15.5M +87,232 +2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$527M -$70.5M -397,258 -11%
WCM Investment Management
12
WCM Investment Management
California
$436M +$452M +2,547,103 New
Invesco
13
Invesco
Georgia
$425M -$32.8M -184,565 -7%
BBHC
14
Brown Brothers Harriman & Co
New York
$368M -$72.2M -406,610 -16%
Northern Trust
15
Northern Trust
Illinois
$353M -$1.63M -9,189 -0.4%
FPP
16
Findlay Park Partners
United Kingdom
$347M -$49M -275,998 -12%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$321M +$11.8M +66,267 +4%
Charles Schwab
18
Charles Schwab
California
$318M +$4.26M +24,004 +1%
Fidelity International
19
Fidelity International
Bermuda
$299M -$15.1M -85,000 -5%
UBS AM
20
UBS AM
Illinois
$265M +$1.65M +9,285 +0.6%
Morgan Stanley
21
Morgan Stanley
New York
$261M +$36.5M +205,364 +16%
Legal & General Group
22
Legal & General Group
United Kingdom
$248M -$14.2M -79,825 -5%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$248M -$3.47M -19,540 -1%
BAM
24
Burgundy Asset Management
Ontario, Canada
$204M -$24.1M -135,616 -10%
CIP
25
Champlain Investment Partners
Vermont
$194M -$119M -670,215 -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.