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Arthur J. Gallagher & Co

664 hedge funds and large institutions have $15.5B invested in Arthur J. Gallagher & Co in 2020 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 224 increasing their positions, 246 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $35.9M | Put options by funds: $12.7M

24% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 67

20% more capital invested

Capital invested by funds: $12.9B → $15.5B (+$2.57B)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2% more funds holding

Funds holding: 651664 (+13)

0.23% more ownership

Funds ownership: 83.59%83.82% (+0.23%)

9% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 246

Holders
664
Holders Change
+13
Holders Change %
+2%
% of All Funds
13.61%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.35%
New
83
Increased
224
Reduced
246
Closed
67
Calls
$35.9M
Puts
$12.7M
Net Calls
+$23.2M
Net Calls Change
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
351
Janney Montgomery Scott
Pennsylvania
$985K +$82.2K +928 +10%
BA
352
Ballew Advisors
Mississippi
$977K
LWM
353
Lenox Wealth Management
Ohio
$969K +$141K +1,587 +19%
BEI
354
Benjamin Edwards Inc
Missouri
$967K +$30.7K +347 +4%
DT
355
Diversified Trust
Tennessee
$964K +$273K +3,087 +45%
EAM
356
Erste Asset Management
Austria
$957K
CIC
357
Crawford Investment Counsel
Georgia
$946K
Caisse de Depot et Placement du Quebec (CDPQ)
358
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$926K -$132K -1,494 -14%
PFS
359
Prospera Financial Services
Texas
$903K +$133K +1,499 +19%
WTC
360
WhitTier Trust Company
Nevada
$888K -$31.4K -355 -4%
RWA
361
Ropes Wealth Advisors
Massachusetts
$880K -$273K -3,085 -25%
OTPPB
362
Ontario Teachers' Pension Plan Board
Ontario, Canada
$868K -$369K -4,169 -32%
SBH
363
Segall Bryant & Hamill
Illinois
$862K -$749K -8,462 -49%
TPCW
364
TD Private Client Wealth
New York
$861K -$260K -2,938 -25%
X
365
Xponance
Pennsylvania
$851K +$773K +8,728 New
Mercer Global Advisors
366
Mercer Global Advisors
Colorado
$849K -$561K -6,334 -42%
FNT
367
First Nebraska Trust
Nebraska
$829K -$4.43K -50 -0.6%
GIM
368
Goelzer Investment Management
Indiana
$827K +$752K +8,487 New
RMCM
369
Reynders McVeigh Capital Management
Massachusetts
$819K +$744K +8,404 New
PTC
370
Private Trust Company
Ohio
$815K -$45K -508 -6%
Boston Partners
371
Boston Partners
Massachusetts
$811K -$213K -2,407 -22%
JWM
372
Janiczek Wealth Management
Colorado
$811K
RJT
373
Raymond James Trust
Florida
$805K -$28.4K -321 -4%
LSERS
374
Louisiana State Employees Retirement System
Louisiana
$799K +$26.6K +300 +4%
MCCP
375
Mission Creek Capital Partners
California
$781K -$1.26M -14,206 -64%

AJG Hedge Fund Activity: Q2 2020 in Review

664 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2020, worth a combined $15.5B — up 20% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new AJG positions and 67 closed out — a net gain of 16 holders — while 224 added to existing stakes and 246 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $335M. The largest seller was JP Morgan Chase, cutting an estimated $175M.

  • 664 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2020, up from 651 in Q1 2020.
  • Funds reported $15.5B of Arthur J. Gallagher & Co stock for Q2 2020, up 20% quarter-over-quarter.
  • 83 funds opened new Arthur J. Gallagher & Co positions in Q2 2020 and 67 closed out, a net change of +16 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2020 was Capital International Investors, an estimated $335M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2020 was JP Morgan Chase, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2020.