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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
Swiss National Bank
26
Swiss National Bank
Switzerland
$108M -$705K -6,800 -0.7%
Mitsubishi UFJ Trust & Banking
27
Mitsubishi UFJ Trust & Banking
Japan
$107M -$3.02M -29,103 -3%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$106M -$66.3M -639,376 -39%
Westfield Capital Management
29
Westfield Capital Management
Massachusetts
$101M -$7.76M -74,821 -7%
American Century Companies
30
American Century Companies
Missouri
$96.8M -$1.69M -16,273 -2%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$91.1M +$2.19M +21,088 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$87.7M +$1.5M +14,485 +2%
UBS AM
33
UBS AM
Illinois
$81M +$2.26M +21,770 +3%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$77.5M -$10.9M -104,782 -12%
N
35
Nuveen
North Carolina
$73.3M -$4.34M -41,802 -6%
Deutsche Bank
36
Deutsche Bank
Germany
$67.9M +$12.2M +117,651 +22%
CS
37
Credit Suisse
Switzerland
$67.8M -$5.03M -48,485 -7%
Adage Capital Partners
38
Adage Capital Partners
Massachusetts
$66.9M -$4.86M -46,900 -7%
FPCG
39
Fort Pitt Capital Group
Pennsylvania
$66.3M +$873K +8,416 +1%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$65.3M +$3.79M +36,539 +6%
FAM
41
Fenimore Asset Management
New York
$65.3M -$967K -9,320 -1%
RFC
42
Regions Financial Corp
Alabama
$65.1M -$1.87M -18,022 -3%
EVM
43
Eaton Vance Management
Massachusetts
$62.8M +$4.86M +46,853 +9%
Mawer Investment Management
44
Mawer Investment Management
Alberta, Canada
$60.6M +$21.3M +205,550 +56%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$60.2M +$613K +5,907 +1%
GRP
46
Global Retirement Partners
California
$57.8M -$440K -4,244 -0.8%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$57.7M -$2.44M -23,547 -4%
Goldman Sachs
48
Goldman Sachs
New York
$54.9M -$24M -231,811 -31%
Aviva
49
Aviva
United Kingdom
$54M +$6.4M +61,661 +14%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$53.9M -$4.54M -43,808 -8%

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.