We are live on ! Find out more
AJG icon

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
COF
426
Capital One Financial
Virginia
$599K -$67.5K -651 -10%
NB
427
Norinchukin Bank
Japan
$598K +$27.2K +262 +5%
V
428
Veritable
Delaware
$594K
LIA
429
LS Investment Advisors
Michigan
$587K +$25.8K +249 +5%
EWM
430
Evercore Wealth Management
New York
$556K -$153K -1,476 -22%
BIM
431
Bridges Investment Management
Nebraska
$556K
WAM
432
World Asset Management
Michigan
$555K -$4.25K -41 -0.8%
PAG
433
Private Advisor Group
New Jersey
$552K -$15.4K -148 -3%
KA
434
Kintegral Advisory
New York
$547K -$17.3K -167 -3%
FA
435
FCG Advisors
New Jersey
$545K -$1.87K -18 -0.3%
Marshall Wace
436
Marshall Wace
United Kingdom
$538K +$529K +5,100 New
AP
437
Advisor Partners
California
$535K +$1.35K +13 +0.3%
IWS
438
Insight Wealth Strategies
California
$534K +$265K +2,559 +102%
MCM
439
Maryland Capital Management
Maryland
$530K -$6.54K -63 -1%
KRSITF
440
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$530K +$36.6K +353 +8%
WCM
441
Washington Capital Management
Washington
$528K
PFG
442
PAX Financial Group
Texas
$519K +$7.88K +76 +2%
AWM
443
Avior Wealth Management
Nebraska
$515K -$28K -270 -5%
SS
444
Sunbelt Securities
Texas
$513K -$18.7K -180 -4%
GAAM
445
Guinness Atkinson Asset Management
California
$509K +$61.7K +595 +14%
ACM
446
AlphaCrest Capital Management
New York
$494K +$485K +4,675 New
CWM
447
Chesapeake Wealth Management
Virginia
$481K -$96.5K -930 -17%
BCV
448
Banque Cantonale Vaudoise
Switzerland
$476K -$197K -1,900 -30%
BUB
449
BBVA USA Bancshares
Texas
$476K -$1.14K -11 -0.2%
S
450
Seeyond
France
$474K +$9.23K +89 +2%

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.