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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
HWA
551
Heritage Wealth Advisors
Virginia
$144K
HNB
552
Huntington National Bank
Ohio
$135K -$4.69K -53 -4%
SPIA
553
Steward Partners Investment Advisory
New York
$132K +$17K +192 +16%
CHC
554
City Holding Co
West Virginia
$130K
MDCM
555
Morgan Dempsey Capital Management
Wisconsin
$129K -$15.7K -177 -12%
RMC
556
Resources Management Corp
Connecticut
$127K -$4.43K -50 -4%
Acadian Asset Management
557
Acadian Asset Management
Massachusetts
$122K +$54.2K +612 +96%
CI Investments Inc
558
CI Investments Inc
Ontario, Canada
$121K -$1.34M -15,181 -92%
ACA
559
Atlas Capital Advisors
Wyoming
$117K -$268K -3,030 -72%
AF
560
Advisornet Financial
Minnesota
$116K -$4.69K -53 -4%
AIM
561
Anchor Investment Management
South Carolina
$114K
Rockefeller Capital Management
562
Rockefeller Capital Management
New York
$112K -$522K -5,896 -84%
FMII
563
Farmers & Merchants Investments Inc
Nebraska
$107K +$620 +7 +0.6%
PCG
564
Private Capital Group
Connecticut
$102K +$354 +4 +0.4%
PK
565
Pflug Koory
Nebraska
$101K -$6.64K -75 -7%
KPW
566
Kore Private Wealth
New York
$98K -$9.3K -105 -9%
SF
567
Synovus Financial
Georgia
$96K -$312K -3,527 -78%
WOC
568
West Oak Capital
California
$94K
QCG
569
Quadrant Capital Group
Ohio
$93K +$1.42K +16 +2%
SFS
570
Sowell Financial Services
Arkansas
$90K -$338K -3,817 -81%
S
571
SignatureFD
Georgia
$88K -$10.1K -114 -11%
CT
572
Caldwell Trust
Florida
$87.7K
TH
573
TCTC Holdings
Texas
$82K +$74.7K +844 New
HDIM
574
Hanson & Doremus Investment Management
Vermont
$78K
GCM
575
Gables Capital Management
Florida
$72K

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.