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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
Assenagon Asset Management
376
Assenagon Asset Management
Luxembourg
$781K -$991K -11,197 -58%
CCM
377
Cox Capital Management
Massachusetts
$780K -$1.01M -11,394 -59%
WA
378
WBH Advisory
Maryland
$775K
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$755K +$115K +1,296 +20%
FCBT
380
First Citizens Bank & Trust
North Carolina
$746K +$125K +1,411 +23%
CFA
381
Carroll Financial Associates
North Carolina
$742K +$1.59K +18 +0.2%
EIM
382
Essex Investment Management
Massachusetts
$711K -$2.15M -24,304 -77%
GH
383
GAM Holding
Switzerland
$705K +$641K +7,236 New
BF
384
BOK Financial
Oklahoma
$703K +$125K +1,411 +24%
ECM
385
Everence Capital Management
Indiana
$688K
GC
386
Grimes & Company
Massachusetts
$687K +$624K +7,052 New
VF
387
Virtu Financial
New York
$680K +$618K +6,977 New
ACG
388
Allen Capital Group
Nebraska
$666K
FSC
389
Full Sail Capital
Oklahoma
$666K
DCM
390
Dupont Capital Management
Delaware
$660K +$343K +3,876 +134%
EWM
391
Evercore Wealth Management
New York
$658K +$885 +10 +0.1%
OIA
392
OneDigital Investment Advisors
Kansas
$654K +$797 +9 +0.1%
TTWM
393
TCV Trust & Wealth Management
Virginia
$648K -$28.8K -325 -5%
OAM
394
Oppenheimer Asset Management
New York
$630K -$10.4K -117 -2%
Macquarie Group
395
Macquarie Group
Australia
$627K +$229K +2,587 +67%
HC
396
Hourglass Capital
Texas
$625K
BCV
397
Banque Cantonale Vaudoise
Switzerland
$624K
COF
398
Capital One Financial
Virginia
$616K -$273K -3,083 -33%
SAM
399
Sawgrass Asset Management
Florida
$605K -$6.2K -70 -1%
CI
400
Cigna Investments
Connecticut
$603K +$82.4K +931 +18%

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.