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Arthur J. Gallagher & Co

646 hedge funds and large institutions have $13.5B invested in Arthur J. Gallagher & Co in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 274 increasing their positions, 220 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,698% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $884K

25% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 220

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

13% more capital invested

Capital invested by funds: $11.9B → $13.5B (+$1.6B)

1.26% more ownership

Funds ownership: 82.35%83.61% (+1.3%)

4% less funds holding

Funds holding: 670646 (-24)

30% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 60

Holders
646
Holders Change
-24
Holders Change %
-3.58%
% of All Funds
14.03%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
42
Increased
274
Reduced
220
Closed
60
Calls
$15.9M
Puts
$884K
Net Calls
+$15M
Net Calls Change
-$7.57M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
601
Avestar Capital
New York
$12K +$334 +4 +3%
GWM
602
Geneos Wealth Management
Colorado
$11K
TFGT
603
TS Financial Group (TSFG)
Illinois
$10K
AWM
604
Arbor Wealth Management
Florida
$10K +$9.76K +117 New
PFBT
605
Parkside Financial Bank & Trust
Missouri
$8K +$668 +8 +9%
VNA
606
Valley National Advisers
Pennsylvania
$7K
DWM
607
Destination Wealth Management
California
$7K +$4.17K +50 +185%
GEA
608
Glen Eagle Advisors
New Jersey
$6.83K +$6.51K +78 New
BCWM
609
Bartlett & Co Wealth Management
Ohio
$6.04K +$5.76K +69 New
EARNEST Partners
610
EARNEST Partners
Georgia
$6K
EFSCE
611
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
SFG
612
SevenBridge Financial Group
Pennsylvania
$6K
CAPTRUST Financial Advisors
613
CAPTRUST Financial Advisors
North Carolina
$6K +$3.34K +40 +118%
BC
614
Bartlett & Co
Ohio
$6K +$5.76K +69 New
APA
615
American Portfolios Advisors
New York
$5.83K +$83 +1 +2%
HIM
616
Hillsdale Investment Management
Ontario, Canada
$5K -$834 -10 -14%
CAW
617
Cornerstone Advisors (Washington)
Washington
$5K
M
618
MOTCO
Texas
$5K +$5.09K +61 New
AIM
619
Advantage Investment Management
Iowa
$4K -$2.75K -33 -41%
GI
620
Gradient Investments
Minnesota
$4K
OSAM
621
O'Shaughnessy Asset Management
Connecticut
$4K +$83 +1 +2%
CI
622
CX Institutional
Indiana
$4K +$668 +8 +20%
WAP
623
Wealthcare Advisory Partners
Pennsylvania
$4K +$2.17K +26 +118%
CIAS
624
Capital Investment Advisory Services
North Carolina
$4K +$3.5K +42 New
NFG
625
Next Financial Group
Texas
$4K +$4.17K +50 New

AJG Hedge Fund Activity: Q2 2019 in Review

646 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2019, worth a combined $13.5B — up 13% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of AJG and 42 opened new positions — a net loss of 18 holders — while 220 trimmed existing stakes and 274 added.

The largest buyer was JP Morgan Chase, adding an estimated $242M. The largest seller was AllianceBernstein, cutting an estimated $82M.

  • 646 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2019, down from 670 in Q1 2019.
  • Funds reported $13.5B of Arthur J. Gallagher & Co stock for Q2 2019, up 13% quarter-over-quarter.
  • 42 funds opened new Arthur J. Gallagher & Co positions in Q2 2019 and 60 closed out, a net change of -18 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2019 was JP Morgan Chase, an estimated $242M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2019 was AllianceBernstein, an estimated $82M sold.

Based on aggregated 13F filings for Q2 2019.