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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
PFS
426
Prospera Financial Services
Texas
$490K +$147K +1,758 +48%
ACM
427
Allred Capital Management
Texas
$478K +$751 +9 +0.2%
OIA
428
OneDigital Investment Advisors
Kansas
$477K +$455K +5,451 New
OAM
429
Occidental Asset Management
California
$464K -$10K -120 -2%
SS
430
Sunbelt Securities
Texas
$457K +$8.68K +104 +2%
V
431
Veritable
Delaware
$454K +$3.5K +42 +0.8%
FA
432
FCG Advisors
New Jersey
$452K -$75.1K -900 -15%
IWS
433
Insight Wealth Strategies
California
$444K +$423K +5,070 New
CCM
434
Cadence Capital Management
Massachusetts
$441K -$180K -2,155 -30%
AIC
435
Archer Investment Corporation
Indiana
$438K
WCM
436
Washington Capital Management
Washington
$438K
LP
437
LMR Partners
United Kingdom
$436K +$415K +4,976 New
DWM
438
Dakota Wealth Management
Florida
$434K -$180K -2,154 -30%
FAAS
439
First Allied Advisory Services
California
$425K -$6.26K -75 -2%
PA
440
Profund Advisors
Maryland
$422K +$120K +1,438 +43%
KA
441
Kintegral Advisory
New York
$416K
FIM
442
Freedom Investment Management
Connecticut
$415K +$395K +4,739 New
RCM
443
Riverhead Capital Management
Delaware
$407K -$16.7K -200 -4%
GIA
444
Granite Investment Advisors
New Hampshire
$405K
BHWM
445
Bar Harbor Wealth Management
New Hampshire
$396K
PFC
446
Phocas Financial Corp
California
$396K
EIP
447
Ellis Investment Partners
Pennsylvania
$387K
CAN
448
Cetera Advisor Networks
California
$387K +$28.2K +338 +8%
CM
449
Castleark Management
Illinois
$387K +$174K +2,080 +89%
EOJOAM
450
E. Ohman J:or Asset Management
Sweden
$385K

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.