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Arthur J. Gallagher & Co

646 hedge funds and large institutions have $13.5B invested in Arthur J. Gallagher & Co in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 274 increasing their positions, 220 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,698% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $884K

25% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 220

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

13% more capital invested

Capital invested by funds: $11.9B → $13.5B (+$1.6B)

1.26% more ownership

Funds ownership: 82.35%83.61% (+1.3%)

4% less funds holding

Funds holding: 670646 (-24)

30% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 60

Holders
646
Holders Change
-24
Holders Change %
-3.58%
% of All Funds
14.03%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
42
Increased
274
Reduced
220
Closed
60
Calls
$15.9M
Puts
$884K
Net Calls
+$15M
Net Calls Change
-$7.57M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
226
Advisors Asset Management
Colorado
$3.43M +$34.6K +415 +1%
SAM
227
Shell Asset Management
Netherlands
$3.39M +$1.43M +17,188 +80%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$3.38M
SIC
229
Sigma Investment Counselors
Michigan
$3.38M +$29.7K +356 +0.9%
AG
230
Advisor Group
Arizona
$3.36M -$444K -5,318 -12%
MML Investors Services
231
MML Investors Services
Massachusetts
$3.36M +$385K +4,616 +14%
Nomura Asset Management
232
Nomura Asset Management
Japan
$3.23M -$35.3K -423 -1%
DILIC
233
Dai-ichi Life Insurance Company
Japan
$3.22M +$525K +6,287 +21%
CHAM
234
Clear Harbor Asset Management
Connecticut
$3.16M
BMO
235
Beck Mack & Oliver
New York
$3.15M
JWM
236
Jackson Wealth Management
Florida
$3.15M +$14.4K +173 +0.5%
SAM
237
Smithbridge Asset Management
Pennsylvania
$3.14M +$2.99M +35,815 New
TPSF
238
Texas Permanent School Fund
Texas
$3.13M -$6.76K -81 -0.2%
CGH
239
Crossmark Global Holdings
Texas
$3.12M +$24K +288 +0.8%
LPL Financial
240
LPL Financial
California
$3.1M -$11.8K -142 -0.4%
FLI
241
Family Legacy Inc
South Carolina
$3.06M +$834 +10 +0%
URS
242
Utah Retirement Systems
Utah
$3.03M +$50.2K +602 +2%
NSIM
243
North Star Investment Management
Illinois
$3.02M
Acadian Asset Management
244
Acadian Asset Management
Massachusetts
$2.98M -$356K -4,265 -11%
SCM
245
Shelton Capital Management
Colorado
$2.96M +$2.6M +31,136 +1,180%
FWIA
246
Fort Washington Investment Advisors
Ohio
$2.94M
MAM
247
Mastrapasqua Asset Management
Tennessee
$2.92M -$10.8K -130 -0.4%
WT
248
Whittier Trust
California
$2.82M -$72.1K -864 -3%
Bank of Nova Scotia
249
Bank of Nova Scotia
Ontario, Canada
$2.81M -$299K -3,581 -10%
EIM
250
Essex Investment Management
Massachusetts
$2.78M -$102K -1,224 -4%

AJG Hedge Fund Activity: Q2 2019 in Review

646 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2019, worth a combined $13.5B — up 13% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of AJG and 42 opened new positions — a net loss of 18 holders — while 220 trimmed existing stakes and 274 added.

The largest buyer was JP Morgan Chase, adding an estimated $242M. The largest seller was AllianceBernstein, cutting an estimated $82M.

  • 646 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2019, down from 670 in Q1 2019.
  • Funds reported $13.5B of Arthur J. Gallagher & Co stock for Q2 2019, up 13% quarter-over-quarter.
  • 42 funds opened new Arthur J. Gallagher & Co positions in Q2 2019 and 60 closed out, a net change of -18 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2019 was JP Morgan Chase, an estimated $242M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2019 was AllianceBernstein, an estimated $82M sold.

Based on aggregated 13F filings for Q2 2019.