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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
SS
426
Sunbelt Securities
Texas
$507K +$550 +6 +0.1%
OAM
427
Occidental Asset Management
California
$504K
BUB
428
BBVA USA Bancshares
Texas
$504K +$484K +5,288 New
BIM
429
Bridges Investment Management
Nebraska
$501K
ACM
430
Allred Capital Management
Texas
$499K +$1.01K +11 +0.2%
CI
431
Cigna Investments
Connecticut
$496K -$56.1K -613 -11%
FA
432
FCG Advisors
New Jersey
$492K
YMRC
433
Yorktown Management & Research Company
Virginia
$486K
OI
434
Oakbrook Investments
Illinois
$483K -$838K -9,150 -64%
NP
435
Ninepoint Partners
Ontario, Canada
$483K
VIA
436
Vident Investment Advisory
Georgia
$480K -$43.4K -474 -9%
BFO
437
Biltmore Family Office
North Carolina
$476K
WCM
438
Washington Capital Management
Washington
$476K
KA
439
Kintegral Advisory
New York
$453K
FIM
440
Freedom Investment Management
Connecticut
$444K -$38.6K -422 -8%
HI
441
Horizon Investments
North Carolina
$440K +$124K +1,356 +42%
PFC
442
Phocas Financial Corp
California
$430K
CAM
443
Cresset Asset Management
Illinois
$426K +$3.66K +40 +0.9%
CAN
444
Cetera Advisor Networks
California
$423K +$3.57K +39 +0.9%
KRSITF
445
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$421K +$2.56K +28 +0.6%
EOJOAM
446
E. Ohman J:or Asset Management
Sweden
$419K
AIC
447
Archer Investment Corporation
Indiana
$419K -$55K -600 -12%
EIP
448
Ellis Investment Partners
Pennsylvania
$413K
GSBTD
449
Glenview State Bank Trust Department
Illinois
$405K
HSA
450
HBK Sorce Advisory
Pennsylvania
$404K +$121K +1,326 +45%

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.