We are live on ! Find out more
AJG icon

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
WB
501
Webster Bank
Connecticut
$278K
LW
502
Linscomb Wealth
Texas
$274K -$3.54K -40 -1%
YMRC
503
Yorktown Management & Research Company
Virginia
$273K -$204K -2,300 -45%
GIA
504
Guyasuta Investment Advisors
Pennsylvania
$273K +$248K +2,800 New
LOPW
505
Live Oak Private Wealth
North Carolina
$271K -$26.6K -300 -10%
CCA
506
Checchi Capital Advisers
California
$268K +$20.4K +230 +9%
MFG
507
Menard Financial Group
Texas
$264K +$240K +2,711 New
CWM
508
Cabot Wealth Management
Massachusetts
$263K
CPA
509
Court Place Advisors
Maryland
$263K
LS
510
Livforsakringsbolaget Skandia
Sweden
$263K +$79.7K +900 +50%
LCM
511
Laurion Capital Management
New York
$256K +$232K +2,622 New
AGM
512
Alpine Global Management
New York
$250K +$227K +2,564 New
QI
513
Qtron Investments
Massachusetts
$247K +$225K +2,536 New
IWS
514
Insight Wealth Strategies
California
$244K +$221K +2,499 New
IFS
515
Ifrah Financial Services
Arkansas
$237K -$6.29K -71 -3%
ONB
516
Old National Bancorp
Indiana
$236K +$214K +2,422 New
WBC
517
West Branch Capital
Massachusetts
$235K +$214K +2,415 New
QI
518
QS Investors
New York
$234K +$19.4K +219 +10%
RC
519
Roundview Capital
New Jersey
$233K +$211K +2,388 New
CI
520
Conning Inc
Connecticut
$231K +$210K +2,374 New
GC
521
Gilbert & Cook
Iowa
$230K +$209K +2,358 New
CCP
522
Corient Capital Partners
California
$228K +$207K +2,339 New
PWPS
523
Pinnacle Wealth Planning Services
Ohio
$225K +$205K +2,317 New
ZCA
524
Zeke Capital Advisors
Pennsylvania
$224K +$203K +2,293 New
KIA
525
KCM Investment Advisors
California
$223K +$202K +2,285 New

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.