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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
HC
401
Hourglass Capital
Texas
$629K
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$618K -$2.38K -26 -0.4%
AWCI
403
Alpine Woods Capital Investors
New York
$612K -$4.58K -50 -0.8%
BCV
404
Banque Cantonale Vaudoise
Switzerland
$609K +$587K +6,405 New
IMRF
405
Illinois Municipal Retirement Fund
Illinois
$601K +$578K +6,310 New
FCBT
406
First Citizens Bank & Trust
North Carolina
$600K -$20.6K -225 -3%
SFS
407
Sowell Financial Services
Arkansas
$600K +$314K +3,427 +119%
MFG
408
Menard Financial Group
Texas
$596K +$573K +6,261 New
Macquarie Group
409
Macquarie Group
Australia
$590K -$18.3K -200 -3%
PAMG
410
Patton Albertson Miller Group
Tennessee
$571K -$36.7K -401 -6%
MCM
411
Maryland Capital Management
Maryland
$569K +$19.6K +214 +4%
O
412
Ossiam
France
$567K +$74.6K +815 +16%
JMPWA
413
JP Morgan Private Wealth Advisors
California
$564K +$272K +2,974 +101%
MAFM
414
Mid Atlantic Financial Management
Pennsylvania
$553K +$32.7K +357 +7%
DT
415
Diversified Trust
Tennessee
$553K +$74.2K +810 +16%
FTIOP
416
Fiduciary Trust International of Pennsylvania
Pennsylvania
$552K
V
417
Veritable
Delaware
$550K +$44.3K +484 +9%
CIM
418
Contravisory Investment Management
Massachusetts
$545K +$2.2K +24 +0.4%
BF
419
BOK Financial
Oklahoma
$542K +$5.13K +56 +1%
RA
420
Rational Advisors
New York
$531K +$510K +5,571 New
IWS
421
Insight Wealth Strategies
California
$528K -$1.65K -18 -0.3%
FC
422
FORA Capital
Florida
$524K +$504K +5,498 New
CANY
423
Caxton Associates (New York)
New York
$523K +$503K +5,491 New
Coatue Management
424
Coatue Management
New York
$514K +$494K +5,397 New
AWM
425
Avior Wealth Management
Nebraska
$508K

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.