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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.93B +$63.7M +340,524 +1%
BlackRock
2
BlackRock
New York
$3.15B +$75.2M +402,237 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.91B -$24.4M -130,274 -1%
Capital International Investors
4
Capital International Investors
California
$1.84B -$4.4M -23,510 -0.2%
State Street
5
State Street
Massachusetts
$1.71B -$4.66M -24,925 -0.3%
Norges Bank
6
Norges Bank
Norway
$1.43B -$6.21M -33,217 -0.4%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.06B -$219M -1,173,485 -17%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$1.05B -$294M -1,569,280 -22%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$1.02B -$23.2M -123,833 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$854M +$12.4M +66,186 +1%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$544M -$35.9M -192,122 -6%
WCM Investment Management
12
WCM Investment Management
California
$507M +$26.5M +141,783 +6%
Invesco
13
Invesco
Georgia
$474M +$6.65M +35,561 +1%
Morgan Stanley
14
Morgan Stanley
New York
$404M +$116M +619,008 +41%
Capital World Investors
15
Capital World Investors
California
$400M +$280M +1,498,377 +241%
BBHC
16
Brown Brothers Harriman & Co
New York
$398M -$7.61M -40,662 -2%
Northern Trust
17
Northern Trust
Illinois
$393M +$4.31M +23,070 +1%
Charles Schwab
18
Charles Schwab
California
$346M +$3.04M +16,245 +0.9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$338M -$15.2M -81,474 -4%
Fidelity International
20
Fidelity International
Bermuda
$322M -$7.19M -38,451 -2%
FPP
21
Findlay Park Partners
United Kingdom
$307M -$74.5M -398,113 -20%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$263M -$9.77M -52,247 -4%
Legal & General Group
23
Legal & General Group
United Kingdom
$256M -$16.7M -89,101 -6%
UBS AM
24
UBS AM
Illinois
$246M -$45.4M -242,531 -16%
BAM
25
Burgundy Asset Management
Ontario, Canada
$210M -$14.2M -76,069 -6%

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.