We are live on ! Find out more
AJG icon

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
RC
526
Roundview Capital
New Jersey
$209K +$199K +2,388 New
HMS
527
Hanseatic Management Services
New Mexico
$186K +$11.5K +138 +7%
AF
528
Advisornet Financial
Minnesota
$185K +$99.8K +1,196 +131%
FQ
529
First Quadrant
California
$182K -$560K -6,714 -76%
OC
530
Oakworth Capital
Alabama
$175K -$16.9K -202 -9%
QI
531
QS Investors
New York
$162K
RCAG
532
Rehmann Capital Advisory Group
Michigan
$149K
BS
533
Bessemer Securities
New York
$147K
CFB
534
Cullen/Frost Bankers
Texas
$141K +$134K +1,605 New
HWA
535
Heritage Wealth Advisors
Virginia
$138K
DCM
536
Dupont Capital Management
Delaware
$131K +$125K +1,500 New
BEI
537
Benjamin Edwards Inc
Missouri
$130K +$22.9K +274 +23%
ST
538
Smithfield Trust
Pennsylvania
$128K
FL
539
Fort LP
Maryland
$128K +$38.3K +459 +46%
YWP
540
YorkBridge Wealth Partners
New York
$126K +$1.92K +23 +2%
CFGS
541
Concourse Financial Group Securities
Alabama
$125K +$6.76K +81 +6%
DWM
542
Doyle Wealth Management
Florida
$125K +$119K +1,424 New
CLOS
543
Compagnie Lombard Odier SCmA
Switzerland
$101K -$13.7K -164 -12%
CHC
544
City Holding Co
West Virginia
$100K
AssetMark Inc
545
AssetMark Inc
California
$97K +$22.9K +275 +33%
PK
546
Pflug Koory
Nebraska
$96K
GCM
547
Gables Capital Management
Florida
$95K
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$95K +$167 +2 +0.2%
AS
549
Altshuler Shaham
Israel
$92K +$42.3K +507 +92%
TRCT
550
Tower Research Capital (TRC)
New York
$89K -$355K -4,257 -81%

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.