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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
PIA
526
Pinion Investment Advisors
Kansas
$281K
EH
527
Employers Holdings
Nevada
$275K -$122K -1,175 -31%
MFG
528
Menard Financial Group
Texas
$275K -$10.6K -102 -4%
GC
529
Gilbert & Cook
Iowa
$272K +$22.8K +220 +9%
QI
530
Qtron Investments
Massachusetts
$268K
CI Investments Inc
531
CI Investments Inc
Ontario, Canada
$267K +$133K +1,286 +104%
CCA
532
Checchi Capital Advisers
California
$266K -$24.2K -233 -8%
GH
533
GAM Holding
Switzerland
$264K -$492K -4,740 -66%
SEC
534
Seven Eight Capital
New York
$264K +$259K +2,500 New
IAN
535
Integrated Advisors Network
Texas
$260K +$255K +2,460 New
VAS
536
Vestmark Advisory Solutions
Massachusetts
$258K +$253K +2,440 New
CI
537
Conning Inc
Connecticut
$255K +$4.15K +40 +2%
KIA
538
KCM Investment Advisors
California
$254K +$12.1K +117 +5%
LOPW
539
Live Oak Private Wealth
North Carolina
$253K -$39.7K -383 -14%
KPWS
540
Kestra Private Wealth Services
Texas
$253K +$249K +2,396 New
WBC
541
West Branch Capital
Massachusetts
$252K -$2.49K -24 -1%
RC
542
Roundview Capital
New Jersey
$252K
ONB
543
Old National Bancorp
Indiana
$251K -$4.88K -47 -2%
D.E. Shaw & Co
544
D.E. Shaw & Co
New York
$250K +$246K +2,368 New
IFS
545
Ifrah Financial Services
Arkansas
$246K -$10.2K -98 -4%
PWPS
546
Pinnacle Wealth Planning Services
Ohio
$244K -$622 -6 -0.3%
VC
547
Vestor Capital
Illinois
$243K +$239K +2,300 New
GSAM
548
Grant Street Asset Management
Pennsylvania
$242K +$1.04K +10 +0.4%
Verition Fund Management
549
Verition Fund Management
Connecticut
$241K -$187K -1,803 -44%
DADC
550
D.A. Davidson & Co
Montana
$238K -$93.4K -900 -29%

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.