We are live on ! Find out more
AJG icon

Arthur J. Gallagher & Co

674 hedge funds and large institutions have $14.9B invested in Arthur J. Gallagher & Co in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 249 increasing their positions, 217 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $8.14M

139% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 33

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

15% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 217

6% more capital invested

Capital invested by funds: $14B → $14.9B (+$912M)

5% more funds holding

Funds holding: 642674 (+32)

0.08% less ownership

Funds ownership: 84.2%84.12% (-0.08%)

Holders
674
Holders Change
+32
Holders Change %
+4.98%
% of All Funds
13.28%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.28%
New
79
Increased
249
Reduced
217
Closed
33
Calls
$21.9M
Puts
$8.14M
Net Calls
+$13.7M
Net Calls Change
-$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
501
Cadence Capital Management
Massachusetts
$286K -$187K -2,046 -40%
CM
502
Castleark Management
Illinois
$286K -$130K -1,420 -32%
RIM
503
Redpoint Investment Management
Australia
$286K
CCT
504
Country Club Trust
Missouri
$285K
SW
505
SlateStone Wealth
Florida
$282K -$20K -218 -7%
ARMT
506
Amica Retiree Medical Trust
Rhode Island
$279K
SEIA
507
Signature Estate & Investment Advisors
California
$279K
ACA
508
Atlas Capital Advisors
Wyoming
$277K -$8.79K -96 -3%
LW
509
Linscomb Wealth
Texas
$272K +$3.66K +40 +1%
WB
510
Webster Bank
Connecticut
$271K
LJAC
511
L.J. Altfest & Co
New York
$266K
C
512
Cerebellum
California
$266K +$256K +2,797 New
GC
513
Gilbert & Cook
Iowa
$261K +$30.8K +336 +14%
CWM
514
Cabot Wealth Management
Massachusetts
$257K
CPA
515
Court Place Advisors
Maryland
$257K
CFGS
516
Concourse Financial Group Securities
Alabama
$257K +$169K +1,850 +217%
IRF
517
IBM Retirement Fund
New York
$255K -$12.7K -139 -5%
AssetMark Inc
518
AssetMark Inc
California
$253K +$131K +1,431 +117%
GCP
519
GSA Capital Partners
United Kingdom
$253K +$243K +2,657 New
MERSOM
520
Municipal Employees' Retirement System of Michigan
Michigan
$248K
ONB
521
Old National Bancorp
Indiana
$241K -$146K -1,598 -39%
IFS
522
Ifrah Financial Services
Arkansas
$241K -$17.4K -190 -7%
TNBTD
523
Trustmark National Bank Trust Department
Mississippi
$240K
CCA
524
Checchi Capital Advisers
California
$237K -$26.2K -286 -10%
WBC
525
West Branch Capital
Massachusetts
$232K

AJG Hedge Fund Activity: Q4 2019 in Review

674 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2019, worth a combined $14.9B — up 6.5% from $14B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AJG positions and 33 closed out — a net gain of 46 holders — while 249 added to existing stakes and 217 trimmed.

The largest buyer was Fidelity International, adding an estimated $66.1M. The largest seller was Prudential plc, exiting entirely with an estimated $303M sold.

  • 674 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2019, up from 642 in Q3 2019.
  • Funds reported $14.9B of Arthur J. Gallagher & Co stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 79 funds opened new Arthur J. Gallagher & Co positions in Q4 2019 and 33 closed out, a net change of +46 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2019 was Fidelity International, an estimated $66.1M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2019 was Prudential plc, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2019.