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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
Mercer Global Advisors
301
Mercer Global Advisors
Colorado
$1.59M -$111K -1,214 -7%
ACS
302
Archford Capital Strategies
Illinois
$1.57M -$28.9K -316 -2%
BOC
303
Barbara Oil Co
Illinois
$1.57M
RWA
304
Ropes Wealth Advisors
Massachusetts
$1.52M -$79K -863 -5%
FCI
305
Financial Counselors Inc
Kansas
$1.51M +$14.3K +156 +1%
NA
306
NewEdge Advisors
Louisiana
$1.49M -$28.8K -314 -2%
TAF
307
Tredje AP-fonden
Sweden
$1.44M -$295K -3,225 -18%
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$1.44M +$33.2K +363 +2%
EGM
309
Engineers Gate Manager
New York
$1.4M +$1.35M +14,739 New
LTFS
310
Ladenburg Thalmann Financial Services
Florida
$1.38M -$138K -1,510 -9%
NMERB
311
New Mexico Educational Retirement Board
New Mexico
$1.36M
PAM
312
Paradigm Asset Management
New York
$1.36M -$32.1K -350 -2%
IA
313
IFP Advisors
Florida
$1.35M +$907K +9,905 +227%
SBIA
314
Sheaff Brock Investment Advisors
Indiana
$1.34M
AI
315
Atria Investments
North Carolina
$1.33M +$438K +4,781 +52%
ZCA
316
Zeke Capital Advisors
Pennsylvania
$1.3M -$84.4K -922 -6%
TPA
317
Trivium Point Advisory
Connecticut
$1.3M -$7.69K -84 -0.6%
Mariner
318
Mariner
Kansas
$1.3M -$7.6K -83 -0.6%
CIBC World Market
319
CIBC World Market
Ontario, Canada
$1.29M +$23K +251 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
320
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.25M -$238K -2,600 -17%
FNBOO
321
First National Bank of Omaha
Nebraska
$1.24M +$212K +2,313 +22%
AFM
322
Andesa Financial Management
Pennsylvania
$1.23M
Teacher Retirement System of Texas
323
Teacher Retirement System of Texas
Texas
$1.22M -$9.63M -105,178 -89%
WG
324
Winton Group
United Kingdom
$1.22M -$13.1M -142,980 -92%
IG
325
ING Group
Netherlands
$1.22M +$108K +1,181 +10%

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.