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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
CIA
576
CSat Investment Advisory
Michigan
$72K +$3.9K +44 +6%
BWM
577
BerganKDV Wealth Management
Minnesota
$70K +$8.5K +96 +16%
PA
578
Parallel Advisors
California
$67K +$2.21K +25 +4%
RWB
579
RMR Wealth Builders
New Jersey
$65K +$59.2K +669 New
BFEC
580
Benjamin F. Edwards & Company
Missouri
$62K
Federated Hermes
581
Federated Hermes
Pennsylvania
$59K -$18.1M -204,171 -100%
HPC
582
HM Payson & Co
Maine
$58K
PO
583
Private Ocean
California
$55K +$40.9K +462 +416%
IA
584
IFP Advisors
Florida
$52K -$1.28M -14,502 -96%
CFFP
585
Center for Financial Planning
Michigan
$52K -$10.4K -118 -18%
CAPTRUST Financial Advisors
586
CAPTRUST Financial Advisors
North Carolina
$50K +$45.2K +510 New
AP
587
Atwood & Palmer
Missouri
$49K
AFS
588
Aft Forsyth & Sober
Florida
$44K +$39.8K +450 New
VAIA
589
Virtus Alternative Investment Advisers
Connecticut
$43K -$42.7K -482 -53%
LC
590
Lindbrook Capital
California
$41K -$5.05K -57 -12%
CCA
591
Column Capital Advisors
Indiana
$40K +$37.2K +420 New
HFM
592
Harvest Fund Management
China
$39K +$35.7K +403 New
FWM
593
Focused Wealth Management
New York
$37K
PWMG
594
Prestige Wealth Management Group
New Jersey
$36K +$19.7K +223 +153%
MAM
595
Meeder Asset Management
Ohio
$33K -$248K -2,801 -89%
FHA
596
Flagship Harbor Advisors
Massachusetts
$31K +$1.5K +17 +6%
OPS
597
Orion Portfolio Solutions
Nebraska
$31K +$1.68K +19 +6%
CAW
598
Cornerstone Advisors (Washington)
Washington
$29K -$11.2K -127 -30%
EI
599
Ellevest Inc
New York
$29K -$3.19K -36 -11%
OCM
600
Ovata Capital Management
Hong Kong
$28K +$25.1K +284 New

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.