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Arthur J. Gallagher & Co

693 hedge funds and large institutions have $16.8B invested in Arthur J. Gallagher & Co in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 229 increasing their positions, 258 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $37.8M | Put options by funds: $9.89M

87% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $15.5B → $16.8B (+$1.35B)

4% more funds holding

Funds holding: 664693 (+29)

0.29% less ownership

Funds ownership: 83.82%83.53% (-0.29%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

11% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 258

Holders
693
Holders Change
+29
Holders Change %
+4.37%
% of All Funds
13.98%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.32%
New
73
Increased
229
Reduced
258
Closed
39
Calls
$37.8M
Puts
$9.89M
Net Calls
+$27.9M
Net Calls Change
+$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
226
Texas Permanent School Fund
Texas
$3.71M +$182K +1,751 +5%
BMO
227
Beck Mack & Oliver
New York
$3.69M
KLCM
228
KG&L Capital Management
Louisiana
$3.69M
PSUF
229
People's United Financial
Connecticut
$3.65M -$101K -974 -3%
NSIM
230
North Star Investment Management
Illinois
$3.59M
BWP
231
Baldwin Wealth Partners
Massachusetts
$3.57M -$62.8K -605 -2%
Assenagon Asset Management
232
Assenagon Asset Management
Luxembourg
$3.55M +$2.65M +25,587 +319%
FLI
233
Family Legacy Inc
South Carolina
$3.52M -$32K -309 -0.9%
Nomura Asset Management
234
Nomura Asset Management
Japan
$3.51M +$7.26K +70 +0.2%
JWM
235
Jackson Wealth Management
Florida
$3.49M +$142K +1,371 +4%
BCIM
236
British Columbia Investment Management
British Columbia, Canada
$3.47M +$282K +2,720 +9%
SOADOR
237
State of Alaska Department of Revenue
Alaska
$3.45M -$109K -1,049 -3%
BFS
238
Bradley Foster & Sargent
Connecticut
$3.44M +$3.38M +32,560 New
MSL
239
Mackay Shields LLC
New York
$3.41M +$228K +2,199 +7%
SAM
240
Shell Asset Management
Netherlands
$3.4M -$295K -2,848 -8%
DILIC
241
Dai-ichi Life Insurance Company
Japan
$3.38M +$649K +6,255 +24%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$3.38M
HFS
243
Hantz Financial Services
Michigan
$3.35M -$54.9K -529 -2%
VI
244
Vestcor Inc
New Brunswick, Canada
$3.25M +$219K +2,111 +7%
BCM
245
Brookmont Capital Management
Texas
$3.13M +$54.8K +528 +2%
AIMCA
246
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.12M -$2.12M -20,400 -41%
RIG
247
Roosevelt Investment Group
New York
$3.08M +$3.03M +29,183 New
CSS
248
Cubist Systematic Strategies
Connecticut
$3.07M +$1.6M +15,422 +113%
First Trust Advisors
249
First Trust Advisors
Illinois
$2.99M -$54.8M -528,379 -95%
CTC
250
Central Trust Company
Missouri
$2.96M +$14.3K +138 +0.5%

AJG Hedge Fund Activity: Q3 2020 in Review

693 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2020, worth a combined $16.8B — up 8.7% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AJG positions and 39 closed out — a net gain of 34 holders — while 229 added to existing stakes and 258 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $136M. The largest seller was Invesco, cutting an estimated $81.8M.

  • 693 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2020, up from 664 in Q2 2020.
  • Funds reported $16.8B of Arthur J. Gallagher & Co stock for Q3 2020, up 8.7% quarter-over-quarter.
  • 73 funds opened new Arthur J. Gallagher & Co positions in Q3 2020 and 39 closed out, a net change of +34 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2020 was T. Rowe Price Associates, an estimated $136M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2020 was Invesco, an estimated $81.8M sold.

Based on aggregated 13F filings for Q3 2020.