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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
RFA
601
Reilly Financial Advisors
California
$33K +$2.47K +27 +8%
PA
602
Parallel Advisors
California
$33K +$3.02K +33 +11%
ZB
603
Zions Bancorporation
Utah
$30K -$366 -4 -1%
OPS
604
Orion Portfolio Solutions
Nebraska
$28K +$26.8K +293 New
Fuller & Thaler Asset Management
605
Fuller & Thaler Asset Management
California
$27K
RIA
606
Realta Investment Advisors
Delaware
$26K
SC
607
Solstein Capital
California
$26K +$24.5K +268 New
LWA
608
Lenox Wealth Advisors
New York
$25K
SIAS
609
Shine Investment Advisory Services
Colorado
$24K
ACM
610
AUA Capital Management
Pennsylvania
$23K
HIA
611
Harbor Investment Advisory
Maryland
$23K +$22.3K +244 New
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
$21K +$20.6K +225 New
TC
613
Trust Company
Kansas
$19K
BCA
614
Berman Capital Advisors
Georgia
$19K +$92 +1 +0.5%
VEA
615
Virtus ETF Advisers
New York
$19K +$18K +197 New
POIA
616
Pin Oak Investment Advisors
Texas
$18K
GEA
617
Glen Eagle Advisors
New Jersey
$17.2K +$11.9K +130 +260%
PCM
618
Penserra Capital Management
California
$17K -$1.47M -16,081 -99%
TIM
619
Tortoise Investment Management
New York
$17K
BC
620
Barnett & Company
Tennessee
$17K +$15K +164 +1,640%
GWM
621
Geneos Wealth Management
Colorado
$15K +$92 +1 +0.6%
EI
622
Ellevest Inc
New York
$15K +$14.1K +154 New
VCM
623
Versant Capital Management
Arizona
$14K -$3.11K -34 -18%
LWM
624
Liberty Wealth Management
California
$14K -$641 -7 -5%
CB
625
Community Bank
New York
$14K

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.