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Arthur J. Gallagher & Co

693 hedge funds and large institutions have $16.8B invested in Arthur J. Gallagher & Co in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 229 increasing their positions, 258 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $37.8M | Put options by funds: $9.89M

87% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $15.5B → $16.8B (+$1.35B)

4% more funds holding

Funds holding: 664693 (+29)

0.29% less ownership

Funds ownership: 83.82%83.53% (-0.29%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

11% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 258

Holders
693
Holders Change
+29
Holders Change %
+4.37%
% of All Funds
13.98%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.32%
New
73
Increased
229
Reduced
258
Closed
39
Calls
$37.8M
Puts
$9.89M
Net Calls
+$27.9M
Net Calls Change
+$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
376
J.W. Cole Advisors
Florida
$897K +$881K +8,493 New
GIM
377
Goelzer Investment Management
Indiana
$896K
FNT
378
First Nebraska Trust
Nebraska
$892K -$5.19K -50 -0.6%
RJT
379
Raymond James Trust
Florida
$892K +$19.7K +190 +2%
GTCM
380
Gyon Technologies Capital Management
New Jersey
$892K +$877K +8,451 New
AG
381
Algert Global
California
$890K +$874K +8,428 New
WTC
382
WhitTier Trust Company
Nevada
$889K -$71.2K -686 -8%
WG
383
Winton Group
United Kingdom
$889K +$874K +8,423 New
JWM
384
Janiczek Wealth Management
Colorado
$873K -$5.19K -50 -0.6%
Boston Partners
385
Boston Partners
Massachusetts
$870K -$8.19K -79 -0.9%
Northwestern Mutual Wealth Management
386
Northwestern Mutual Wealth Management
Wisconsin
$862K +$43K +415 +5%
CCM
387
Coldstream Capital Management
Washington
$848K +$834K +8,038 New
CCM
388
Cox Capital Management
Massachusetts
$844K -$934 -9 -0.1%
WA
389
WBH Advisory
Maryland
$839K
Walleye Capital
390
Walleye Capital
New York
$839K +$824K +7,948 New
MCCP
391
Mission Creek Capital Partners
California
$836K -$10.4K -100 -1%
EOJOAM
392
E. Ohman J:or Asset Management
Sweden
$834K +$363K +3,500 +80%
FCBT
393
First Citizens Bank & Trust
North Carolina
$825K +$16.5K +159 +2%
X
394
Xponance
Pennsylvania
$824K -$95.3K -919 -11%
VCM
395
Virtue Capital Management
Tennessee
$797K -$398K -3,841 -34%
HI
396
Horizon Investments
North Carolina
$775K -$717K -6,914 -49%
BRWA
397
B. Riley Wealth Advisors
Florida
$772K -$320K -3,082 -30%
EIM
398
Essex Investment Management
Massachusetts
$770K
Mercer Global Advisors
399
Mercer Global Advisors
Colorado
$769K -$148K -1,425 -16%
SAM
400
Storebrand Asset Management
Norway
$758K +$117K +1,127 +19%

AJG Hedge Fund Activity: Q3 2020 in Review

693 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2020, worth a combined $16.8B — up 8.7% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AJG positions and 39 closed out — a net gain of 34 holders — while 229 added to existing stakes and 258 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $136M. The largest seller was Invesco, cutting an estimated $81.8M.

  • 693 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2020, up from 664 in Q2 2020.
  • Funds reported $16.8B of Arthur J. Gallagher & Co stock for Q3 2020, up 8.7% quarter-over-quarter.
  • 73 funds opened new Arthur J. Gallagher & Co positions in Q3 2020 and 39 closed out, a net change of +34 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2020 was T. Rowe Price Associates, an estimated $136M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2020 was Invesco, an estimated $81.8M sold.

Based on aggregated 13F filings for Q3 2020.