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Arthur J. Gallagher & Co

674 hedge funds and large institutions have $14.9B invested in Arthur J. Gallagher & Co in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 249 increasing their positions, 217 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $8.14M

139% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 33

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

15% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 217

6% more capital invested

Capital invested by funds: $14B → $14.9B (+$912M)

5% more funds holding

Funds holding: 642674 (+32)

0.08% less ownership

Funds ownership: 84.2%84.12% (-0.08%)

Holders
674
Holders Change
+32
Holders Change %
+4.98%
% of All Funds
13.28%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.28%
New
79
Increased
249
Reduced
217
Closed
33
Calls
$21.9M
Puts
$8.14M
Net Calls
+$13.7M
Net Calls Change
-$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
226
Atlantic Union Bankshares
Virginia
$3.55M -$25.6K -280 -0.7%
TPCM
227
Three Peaks Capital Management
Colorado
$3.52M +$3.39M +37,010 New
SAM
228
Shell Asset Management
Netherlands
$3.47M +$333K +3,632 +11%
CHAM
229
Clear Harbor Asset Management
Connecticut
$3.42M -$15.8K -173 -0.5%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$3.38M
URS
231
Utah Retirement Systems
Utah
$3.34M +$9.16K +100 +0.3%
BMO
232
Beck Mack & Oliver
New York
$3.33M
NSIM
233
North Star Investment Management
Illinois
$3.28M
Nomura Asset Management
234
Nomura Asset Management
Japan
$3.25M +$76.1K +831 +2%
MAM
235
Mastrapasqua Asset Management
Tennessee
$3.23M +$25.6K +280 +0.8%
SWM
236
Segment Wealth Management
Texas
$3.23M +$3.1M +33,866 New
SCM
237
Shelton Capital Management
Colorado
$3.22M
SO
238
STRS Ohio
Ohio
$3.21M +$550K +6,005 +22%
FLI
239
Family Legacy Inc
South Carolina
$3.19M -$409K -4,467 -12%
BWP
240
Baldwin Wealth Partners
Massachusetts
$3.15M +$19.7K +215 +0.7%
TPSF
241
Texas Permanent School Fund
Texas
$3.14M -$152K -1,655 -5%
Assenagon Asset Management
242
Assenagon Asset Management
Luxembourg
$3.14M +$1.9M +20,709 +169%
Mitsubishi UFJ Asset Management
243
Mitsubishi UFJ Asset Management
Japan
$3.12M +$401K +4,381 +15%
Public Sector Pension Investment Board (PSP Investments)
244
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.06M -$334K -3,650 -10%
WT
245
Whittier Trust
California
$3.06M -$120K -1,308 -4%
CGH
246
Crossmark Global Holdings
Texas
$3.05M -$487K -5,319 -14%
EIM
247
Essex Investment Management
Massachusetts
$3.01M
RJFSA
248
Raymond James Financial Services Advisors
Florida
$3M +$276K +3,016 +11%
Zurich Cantonal Bank
249
Zurich Cantonal Bank
Switzerland
$2.99M -$153K -1,669 -5%
EB
250
Eastern Bank
Massachusetts
$2.9M -$31K -339 -1%

AJG Hedge Fund Activity: Q4 2019 in Review

674 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2019, worth a combined $14.9B — up 6.5% from $14B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AJG positions and 33 closed out — a net gain of 46 holders — while 249 added to existing stakes and 217 trimmed.

The largest buyer was Fidelity International, adding an estimated $66.1M. The largest seller was Prudential plc, exiting entirely with an estimated $303M sold.

  • 674 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2019, up from 642 in Q3 2019.
  • Funds reported $14.9B of Arthur J. Gallagher & Co stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 79 funds opened new Arthur J. Gallagher & Co positions in Q4 2019 and 33 closed out, a net change of +46 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2019 was Fidelity International, an estimated $66.1M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2019 was Prudential plc, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2019.