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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
ARTA
576
A.R.T. Advisors
New York
$201K +$197K +1,900 New
TCOV
577
Trust Company of Vermont
Vermont
$199K
FHA
578
First Horizon Advisors
Tennessee
$195K -$18.6K -179 -9%
Bessemer Group
579
Bessemer Group
New Jersey
$195K +$10.9K +105 +6%
LS
580
Livforsakringsbolaget Skandia
Sweden
$190K -$93.4K -900 -33%
OSAM
581
O'Shaughnessy Asset Management
Connecticut
$170K +$9.96K +96 +6%
GSWM
582
Golden State Wealth Management
California
$170K +$167K +1,609 New
OC
583
Oakworth Capital
Alabama
$166K
HWA
584
Heritage Wealth Advisors
Virginia
$156K
HNB
585
Huntington National Bank
Ohio
$144K -$2.07K -20 -1%
CHC
586
City Holding Co
West Virginia
$141K
Rockefeller Capital Management
587
Rockefeller Capital Management
New York
$139K +$17.8K +172 +15%
AIM
588
Anchor Investment Management
South Carolina
$139K +$15.6K +150 +13%
RMC
589
Resources Management Corp
Connecticut
$138K
AF
590
Advisornet Financial
Minnesota
$124K -$1.14K -11 -0.9%
PCG
591
Private Capital Group
Connecticut
$121K +$10.4K +100 +10%
FMII
592
Farmers & Merchants Investments Inc
Nebraska
$116K
Skandinaviska Enskilda Banken (SEB)
593
Skandinaviska Enskilda Banken (SEB)
Sweden
$113K -$2.99M -28,794 -96%
Acadian Asset Management
594
Acadian Asset Management
Massachusetts
$112K -$19.6K -189 -15%
CAPTRUST Financial Advisors
595
CAPTRUST Financial Advisors
North Carolina
$105K +$49.8K +480 +94%
WOC
596
West Oak Capital
California
$102K
CT
597
Caldwell Trust
Florida
$95K
PK
598
Pflug Koory
Nebraska
$94K -$15.4K -148 -14%
S
599
SignatureFD
Georgia
$94K -$1.25K -12 -1%
VAIA
600
Virtus Alternative Investment Advisers
Connecticut
$90K +$43.1K +416 +95%

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.