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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
PFS
376
Prospera Financial Services
Texas
$781K +$214K +2,336 +40%
CM
377
Caption Management
Oklahoma
$781K +$751K +8,200 New
CFA
378
Carroll Financial Associates
North Carolina
$773K +$5.13K +56 +0.7%
PIA
379
Piedmont Investment Advisors
North Carolina
$765K -$25.6K -280 -3%
WA
380
WBH Advisory
Maryland
$757K -$13.7K -150 -2%
MCCP
381
Mission Creek Capital Partners
California
$751K +$722K +7,884 New
I
382
IberiaBank
Louisiana
$750K -$4.21K -46 -0.6%
SAM
383
Seelaus Asset Management
New Jersey
$747K
ACM
384
AlphaCrest Capital Management
New York
$738K +$307K +3,357 +76%
FLPIM
385
F.L. Putnam Investment Management
Massachusetts
$727K +$315K +3,436 +82%
VCM
386
Virtue Capital Management
Tennessee
$725K -$415K -4,536 -37%
ECM
387
Everence Capital Management
Indiana
$695K +$268K +2,930 +67%
NMIMC
388
Northwestern Mutual Investment Management Company
Wisconsin
$690K +$14.7K +160 +2%
Rockefeller Capital Management
389
Rockefeller Capital Management
New York
$685K -$52.8K -576 -7%
TTWM
390
TCV Trust & Wealth Management
Virginia
$679K -$57.2K -625 -8%
ACG
391
Allen Capital Group
Nebraska
$672K
MME
392
Meag Munich Ergo
Germany
$671K
EWM
393
Evercore Wealth Management
New York
$668K
FSC
394
Full Sail Capital
Oklahoma
$661K
OAM
395
Oppenheimer Asset Management
New York
$659K +$20.8K +227 +3%
IA
396
Icon Advisers
Colorado
$648K
Mirae Asset Global Investments
397
Mirae Asset Global Investments
South Korea
$642K -$65.2K -712 -10%
ST
398
Somerset Trust
Pennsylvania
$642K -$19.5K -213 -3%
SAM
399
Sawgrass Asset Management
Florida
$637K -$4.12K -45 -0.7%
OIA
400
OneDigital Investment Advisors
Kansas
$637K +$111K +1,208 +22%

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.