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Arthur J. Gallagher & Co

646 hedge funds and large institutions have $13.5B invested in Arthur J. Gallagher & Co in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 274 increasing their positions, 220 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,698% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $884K

25% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 220

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

13% more capital invested

Capital invested by funds: $11.9B → $13.5B (+$1.6B)

1.26% more ownership

Funds ownership: 82.35%83.61% (+1.3%)

4% less funds holding

Funds holding: 670646 (-24)

30% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 60

Holders
646
Holders Change
-24
Holders Change %
-3.58%
% of All Funds
14.03%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
42
Increased
274
Reduced
220
Closed
60
Calls
$15.9M
Puts
$884K
Net Calls
+$15M
Net Calls Change
-$7.57M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
501
D.A. Davidson & Co
Montana
$259K -$4.17K -50 -2%
SEIA
502
Signature Estate & Investment Advisors
California
$257K
ARMT
503
Amica Retiree Medical Trust
Rhode Island
$257K +$163K +1,953 +199%
CG
504
Cutler Group
California
$253K +$62.6K +750 +35%
WB
505
Webster Bank
Connecticut
$250K
IRF
506
IBM Retirement Fund
New York
$250K +$4.59K +55 +2%
JMPWA
507
JP Morgan Private Wealth Advisors
California
$249K -$27.1K -325 -10%
LW
508
Linscomb Wealth
Texas
$248K +$1.33K +16 +0.6%
WI
509
WrapManager Inc
California
$248K +$19.4K +232 +9%
IFS
510
Ifrah Financial Services
Arkansas
$246K -$5.67K -68 -2%
LJAC
511
L.J. Altfest & Co
New York
$246K
ACA
512
Atlas Capital Advisors
Wyoming
$245K +$26.9K +322 +13%
CC
513
ClearArc Capital
Ohio
$244K -$26.7K -320 -10%
FLPIM
514
F.L. Putnam Investment Management
Massachusetts
$243K -$316K -3,792 -58%
CWA
515
Clarus Wealth Advisors
Arizona
$240K -$417 -5 -0.2%
ECM
516
ExodusPoint Capital Management
New York
$238K -$582K -6,977 -72%
Mackenzie Financial
517
Mackenzie Financial
Ontario, Canada
$238K -$308K -3,686 -58%
CPA
518
Court Place Advisors
Maryland
$236K
MERSOM
519
Municipal Employees' Retirement System of Michigan
Michigan
$222K +$5.01K +60 +2%
TNBTD
520
Trustmark National Bank Trust Department
Mississippi
$221K
BCI
521
Brinker Capital Investments
Pennsylvania
$221K +$205K +2,457 +3,723%
FHA
522
First Horizon Advisors
Tennessee
$219K -$38.4K -460 -16%
LS
523
Livforsakringsbolaget Skandia
Sweden
$219K +$75.1K +900 +56%
CCA
524
Checchi Capital Advisers
California
$219K +$209K +2,499 New
BFO
525
Biltmore Family Office
North Carolina
$219K +$209K +2,500 New

AJG Hedge Fund Activity: Q2 2019 in Review

646 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2019, worth a combined $13.5B — up 13% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of AJG and 42 opened new positions — a net loss of 18 holders — while 220 trimmed existing stakes and 274 added.

The largest buyer was JP Morgan Chase, adding an estimated $242M. The largest seller was AllianceBernstein, cutting an estimated $82M.

  • 646 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2019, down from 670 in Q1 2019.
  • Funds reported $13.5B of Arthur J. Gallagher & Co stock for Q2 2019, up 13% quarter-over-quarter.
  • 42 funds opened new Arthur J. Gallagher & Co positions in Q2 2019 and 60 closed out, a net change of -18 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2019 was JP Morgan Chase, an estimated $242M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2019 was AllianceBernstein, an estimated $82M sold.

Based on aggregated 13F filings for Q2 2019.