We are live on ! Find out more
AJG icon

Arthur J. Gallagher & Co

674 hedge funds and large institutions have $14.9B invested in Arthur J. Gallagher & Co in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 249 increasing their positions, 217 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $8.14M

139% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 33

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

15% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 217

6% more capital invested

Capital invested by funds: $14B → $14.9B (+$912M)

5% more funds holding

Funds holding: 642674 (+32)

0.08% less ownership

Funds ownership: 84.2%84.12% (-0.08%)

Holders
674
Holders Change
+32
Holders Change %
+4.98%
% of All Funds
13.28%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.28%
New
79
Increased
249
Reduced
217
Closed
33
Calls
$21.9M
Puts
$8.14M
Net Calls
+$13.7M
Net Calls Change
-$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
VAIA
576
Virtus Alternative Investment Advisers
Connecticut
$90K +$86.7K +947 New
TCOV
577
Trust Company of Vermont
Vermont
$86K
CT
578
Caldwell Trust
Florida
$85.7K +$82.4K +900 New
KPW
579
Kore Private Wealth
New York
$80K +$77.3K +844 New
HDIM
580
Hanson & Doremus Investment Management
Vermont
$76K +$73.3K +800 New
S
581
SignatureFD
Georgia
$73K +$5.59K +61 +9%
NO
582
Ninety One
South Africa
$70K
LC
583
Lindbrook Capital
California
$68K +$1.37K +15 +2%
CIA
584
CSat Investment Advisory
Michigan
$62K +$8.61K +94 +17%
Acadian Asset Management
585
Acadian Asset Management
Massachusetts
$61K -$234K -2,553 -80%
BWM
586
BerganKDV Wealth Management
Minnesota
$59K
AP
587
Arlington Partners
Alabama
$56K +$27.5K +300 +106%
CBT
588
Capital Bank & Trust
California
$52K -$6.69K -73 -12%
GLI
589
Guardian Life Insurance
New York
$52K +$916 +10 +2%
QCG
590
Quadrant Capital Group
Ohio
$52K +$7.79K +85 +17%
CWA
591
Capital Wealth Alliance
Arizona
$51K +$45.8K +500 New
CFFP
592
Center for Financial Planning
Michigan
$51K +$49K +535 New
RWB
593
RMR Wealth Builders
New Jersey
$51K +$49K +535 New
AP
594
Atwood & Palmer
Missouri
$48K
IUHSA
595
Itau Unibanco Holding S.A.
Brazil
$43K +$41.7K +455 New
CG
596
Cutler Group
California
$42K -$386K -4,215 -91%
HPC
597
HM Payson & Co
Maine
$38K
MA
598
MUFG Americas
New York
$37K
FWM
599
Focused Wealth Management
New York
$36K
FHA
600
Flagship Harbor Advisors
Massachusetts
$34K +$183 +2 +0.6%

AJG Hedge Fund Activity: Q4 2019 in Review

674 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2019, worth a combined $14.9B — up 6.5% from $14B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AJG positions and 33 closed out — a net gain of 46 holders — while 249 added to existing stakes and 217 trimmed.

The largest buyer was Fidelity International, adding an estimated $66.1M. The largest seller was Prudential plc, exiting entirely with an estimated $303M sold.

  • 674 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2019, up from 642 in Q3 2019.
  • Funds reported $14.9B of Arthur J. Gallagher & Co stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 79 funds opened new Arthur J. Gallagher & Co positions in Q4 2019 and 33 closed out, a net change of +46 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2019 was Fidelity International, an estimated $66.1M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2019 was Prudential plc, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2019.