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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
Caisse de Depot et Placement du Quebec (CDPQ)
376
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$761K -$727K -8,715 -50%
KRS
377
Kentucky Retirement Systems
Kentucky
$756K +$48.4K +580 +7%
I
378
IberiaBank
Louisiana
$748K +$106K +1,265 +17%
JWM
379
Janiczek Wealth Management
Colorado
$742K +$12.9K +155 +2%
ST
380
Somerset Trust
Pennsylvania
$730K -$14.2K -170 -2%
FNBOO
381
First National Bank of Omaha
Nebraska
$726K +$55.5K +665 +9%
TAM
382
Tyers Asset Management
Texas
$723K -$163K -1,958 -19%
WA
383
WBH Advisory
Maryland
$709K
MAFM
384
Mid Atlantic Financial Management
Pennsylvania
$708K +$201K +2,412 +43%
PIA
385
Piedmont Investment Advisors
North Carolina
$700K +$217K +2,606 +48%
TTWM
386
TCV Trust & Wealth Management
Virginia
$694K -$16.7K -200 -2%
CFA
387
Carroll Financial Associates
North Carolina
$691K -$8.34K -100 -1%
SAM
388
Seelaus Asset Management
New Jersey
$687K +$8.34K +100 +1%
EWM
389
Evercore Wealth Management
New York
$686K
RA
390
RFG Advisory
Alabama
$678K +$15.7K +188 +2%
CI
391
Cigna Investments
Connecticut
$658K -$577K -6,914 -49%
BCM
392
Bayesian Capital Management
New York
$657K +$626K +7,500 New
BIM
393
Bridges Investment Management
Nebraska
$656K -$20.9K -250 -3%
Alyeska Investment Group
394
Alyeska Investment Group
Illinois
$639K -$1.17M -14,062 -66%
Mirae Asset Global Investments
395
Mirae Asset Global Investments
South Korea
$633K +$74.3K +890 +14%
O
396
Ossiam
France
$627K +$597K +7,159 New
OAM
397
Oppenheimer Asset Management
New York
$622K -$7.59K -91 -1%
ACG
398
Allen Capital Group
Nebraska
$618K -$252K -3,015 -30%
NMIMC
399
Northwestern Mutual Investment Management Company
Wisconsin
$615K -$1.75M -20,942 -75%
CWM
400
Chesapeake Wealth Management
Virginia
$606K +$135K +1,620 +31%

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.