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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
MAFM
451
Mid Atlantic Financial Management
Pennsylvania
$473K +$15.5K +149 +4%
ACM
452
Allred Capital Management
Texas
$469K -$22.4K -216 -5%
WSTAM
453
Wilbanks Smith & Thomas Asset Management
Virginia
$467K +$17.1K +165 +4%
AIC
454
Archer Investment Corporation
Indiana
$465K
Mirae Asset Global Investments
455
Mirae Asset Global Investments
South Korea
$464K +$25.7K +248 +6%
TW
456
TrinityPoint Wealth
Connecticut
$461K +$19.7K +190 +5%
FT
457
Fiduciary Trust
Massachusetts
$459K -$830 -8 -0.2%
GSBTD
458
Glenview State Bank Trust Department
Illinois
$458K
EIP
459
Ellis Investment Partners
Pennsylvania
$457K
SC
460
Savant Capital
Illinois
$449K -$1.04K -10 -0.2%
Mackenzie Financial
461
Mackenzie Financial
Ontario, Canada
$449K +$12.7K +122 +3%
IG
462
ING Group
Netherlands
$447K +$440K +4,238 New
DJSG
463
D.J. St. Germain
Massachusetts
$443K
VI
464
Versor Investments
New York
$433K +$114K +1,100 +37%
TRCT
465
Tower Research Capital (TRC)
New York
$429K -$54.7K -527 -11%
AWCI
466
Alpine Woods Capital Investors
New York
$423K -$147K -1,420 -26%
TCB
467
Texas Capital Bancshares
Texas
$423K
BFO
468
Biltmore Family Office
North Carolina
$422K
JWCA
469
J.W. Coons Advisors
Ohio
$419K -$177K -1,705 -30%
CAM
470
Cozad Asset Management
Illinois
$411K -$12.4K -120 -3%
FIM
471
Freedom Investment Management
Connecticut
$409K -$34K -328 -8%
ASN
472
Advisory Services Network
Georgia
$409K +$1.66K +16 +0.4%
GBT
473
Grove Bank & Trust
Florida
$409K +$2.49K +24 +0.6%
CAM
474
Cresset Asset Management
Illinois
$402K +$21.3K +205 +6%
NP
475
Ninepoint Partners
Ontario, Canada
$399K

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.