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Arthur J. Gallagher & Co

664 hedge funds and large institutions have $15.5B invested in Arthur J. Gallagher & Co in 2020 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 224 increasing their positions, 246 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $35.9M | Put options by funds: $12.7M

24% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 67

20% more capital invested

Capital invested by funds: $12.9B → $15.5B (+$2.57B)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2% more funds holding

Funds holding: 651664 (+13)

0.23% more ownership

Funds ownership: 83.59%83.82% (+0.23%)

9% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 246

Holders
664
Holders Change
+13
Holders Change %
+2%
% of All Funds
13.61%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.35%
New
83
Increased
224
Reduced
246
Closed
67
Calls
$35.9M
Puts
$12.7M
Net Calls
+$23.2M
Net Calls Change
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
26
Mitsubishi UFJ Trust & Banking
Japan
$102M +$40.1M +452,331 +76%
Westfield Capital Management
27
Westfield Capital Management
Massachusetts
$100M -$15.3M -172,708 -14%
Swiss National Bank
28
Swiss National Bank
Switzerland
$100M +$505K +5,700 +0.6%
American Century Companies
29
American Century Companies
Missouri
$91M +$56.4M +636,676 +215%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$82.1M +$482K +5,443 +0.7%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$81.8M +$157K +1,769 +0.2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$79.6M +$3.91M +44,140 +6%
Goldman Sachs
33
Goldman Sachs
New York
$73.3M -$7.79M -87,930 -10%
UBS AM
34
UBS AM
Illinois
$72.7M -$12M -135,230 -15%
N
35
Nuveen
North Carolina
$71.8M -$26.2M -295,537 -29%
CS
36
Credit Suisse
Switzerland
$67.3M +$970K +10,952 +2%
Adage Capital Partners
37
Adage Capital Partners
Massachusetts
$66.4M -$17.7M -199,697 -23%
RFC
38
Regions Financial Corp
Alabama
$61.9M -$1.87M -21,091 -3%
FAM
39
Fenimore Asset Management
New York
$61.2M +$189K +2,130 +0.3%
FPCG
40
Fort Pitt Capital Group
Pennsylvania
$60.4M +$530K +5,989 +1%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$56.8M +$1.42M +16,029 +3%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$55.5M -$2.14M -24,145 -4%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$55M +$9.86M +111,339 +25%
First Trust Advisors
44
First Trust Advisors
Illinois
$54.3M -$4.79M -54,149 -9%
GRP
45
Global Retirement Partners
California
$53.8M +$19.2K +217 +0%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$53.7M -$2.13M -24,088 -4%
EVM
47
Eaton Vance Management
Massachusetts
$53.4M +$1.75M +19,745 +4%
Deutsche Bank
48
Deutsche Bank
Germany
$51.2M +$24.4M +276,020 +111%
Morgan Stanley
49
Morgan Stanley
New York
$46.7M -$8.89M -100,343 -17%
ORIO
50
Old Republic International (ORI)
Illinois
$46.2M

AJG Hedge Fund Activity: Q2 2020 in Review

664 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2020, worth a combined $15.5B — up 20% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new AJG positions and 67 closed out — a net gain of 16 holders — while 224 added to existing stakes and 246 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $335M. The largest seller was JP Morgan Chase, cutting an estimated $175M.

  • 664 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2020, up from 651 in Q1 2020.
  • Funds reported $15.5B of Arthur J. Gallagher & Co stock for Q2 2020, up 20% quarter-over-quarter.
  • 83 funds opened new Arthur J. Gallagher & Co positions in Q2 2020 and 67 closed out, a net change of +16 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2020 was Capital International Investors, an estimated $335M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2020 was JP Morgan Chase, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2020.