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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
AI
551
Atom Investors
Texas
$237K +$233K +2,244 New
CIA
552
Compass Ion Advisors
Pennsylvania
$231K +$227K +2,190 New
BCWM
553
Bartlett & Co Wealth Management
Ohio
$230K
BC
554
Bartlett & Co
Ohio
$230K
QI
555
QS Investors
New York
$228K -$24.1K -232 -10%
BHWM
556
Bar Harbor Wealth Management
New Hampshire
$228K
BAM
557
Belpointe Asset Management
Nevada
$224K -$3.94K -38 -2%
PFA
558
Pathway Financial Advisors
Vermont
$222K
FC
559
Forte Capital
New York
$222K +$726 +7 +0.3%
SPIA
560
Steward Partners Investment Advisory
New York
$222K +$76.9K +741 +55%
AIM
561
AIA Investment Management
Singapore
$221K +$48K +463 +28%
CCP
562
Corient Capital Partners
California
$220K -$27K -260 -11%
P
563
Pitcairn
Pennsylvania
$220K -$3.94K -38 -2%
AP
564
Arlington Partners
Alabama
$220K
GWSG
565
GPS Wealth Strategies Group
Colorado
$218K +$214K +2,065 New
ST
566
Smithfield Trust
Pennsylvania
$216K +$5.71K +55 +3%
TU
567
TDAM USA
Ontario, Canada
$214K +$210K +2,029 New
PAMP
568
Polar Asset Management Partners
Ontario, Canada
$212K +$208K +2,006 New
SEIA
569
Signature Estate & Investment Advisors
California
$211K -$101K -972 -33%
RIM
570
Rockbridge Investment Management
New York
$211K
EI
571
Ethic Inc
New York
$210K -$11.6K -112 -5%
ZCA
572
Zeke Capital Advisors
Pennsylvania
$206K -$35.2K -339 -15%
SP
573
Successful Portfolios
Florida
$204K +$200K +1,932 New
FAAS
574
First Allied Advisory Services
California
$203K +$199K +1,920 New
ANTB
575
AMG National Trust Bank
Colorado
$201K +$197K +1,900 New

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.