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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
Verition Fund Management
401
Verition Fund Management
Connecticut
$604K -$428K -5,131 -43%
PTC
402
Private Trust Company
Ohio
$602K -$22.2K -266 -4%
HC
403
Hourglass Capital
Texas
$600K -$17.5K -210 -3%
ACM
404
AlphaCrest Capital Management
New York
$596K -$1.06M -12,666 -65%
IA
405
Icon Advisers
Colorado
$596K -$134K -1,600 -19%
TW
406
Transform Wealth
Colorado
$592K +$565K +6,770 New
BUB
407
BBVA USA Bancshares
Texas
$583K +$2.34K +28 +0.4%
MME
408
Meag Munich Ergo
Germany
$573K -$78.6K -942 -12%
SAM
409
Sawgrass Asset Management
Florida
$573K +$54.2K +650 +11%
AWCI
410
Alpine Woods Capital Investors
New York
$568K +$41.7K +500 +8%
FSC
411
Full Sail Capital
Oklahoma
$561K
YMRC
412
Yorktown Management & Research Company
Virginia
$561K
MCM
413
Maryland Capital Management
Maryland
$554K -$52.6K -630 -9%
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$551K +$2.67K +32 +0.5%
PAMG
415
Patton Albertson Miller Group
Tennessee
$546K +$3.25K +39 +0.7%
MSS
416
Mitchell Sinkler & Starr
Pennsylvania
$530K
GHCM
417
Glen Harbor Capital Management
California
$525K -$119K -1,424 -19%
PHK
418
Point72 Hong Kong
Hong Kong
$518K +$494K +5,918 New
AWM
419
Avior Wealth Management
Nebraska
$512K +$2.84K +34 +0.6%
FTIOP
420
Fiduciary Trust International of Pennsylvania
Pennsylvania
$508K
CIM
421
Contravisory Investment Management
Massachusetts
$504K +$501 +6 +0.1%
VIA
422
Vident Investment Advisory
Georgia
$502K -$3.25K -39 -0.7%
FCBT
423
First Citizens Bank & Trust
North Carolina
$501K +$477K +5,720 New
BRWA
424
B. Riley Wealth Advisors
Florida
$499K +$91.4K +1,095 +24%
DT
425
Diversified Trust
Tennessee
$493K +$36.7K +440 +8%

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.