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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
HIA
601
Harbor Investment Advisory
Maryland
$27K -$5.67K -64 -19%
Fuller & Thaler Asset Management
602
Fuller & Thaler Asset Management
California
$27K
SC
603
Solstein Capital
California
$26K
PCM
604
Penserra Capital Management
California
$26K +$3.37K +38 +16%
BCA
605
Berman Capital Advisors
Georgia
$25K +$3.63K +41 +19%
SIAS
606
Shine Investment Advisory Services
Colorado
$24K
WT
607
Washington Trust
Rhode Island
$24K +$22.1K +250 New
ACM
608
AUA Capital Management
Pennsylvania
$23K
MPWT
609
MassMutual Private Wealth & Trust
Connecticut
$21K -$1.06K -12 -5%
TC
610
Trust Company
Kansas
$20K
VEA
611
Virtus ETF Advisers
New York
$19K
VFA
612
Valeo Financial Advisors
Indiana
$19K +$13.7K +155 +344%
GEA
613
Glen Eagle Advisors
New Jersey
$17.6K
PFO
614
Pathstone Family Office
New Jersey
$17K
TIM
615
Tortoise Investment Management
New York
$17K
Parallax Volatility Advisers
616
Parallax Volatility Advisers
California
$17K +$15.8K +178 New
PG
617
Proffitt & Goodson
Tennessee
$16K +$15K +169 New
CB
618
Community Bank
New York
$15K
VCM
619
Versant Capital Management
Arizona
$15K +$266 +3 +2%
GAM
620
Gemmer Asset Management
California
$13K
ZB
621
Zions Bancorporation
Utah
$11K -$354 -4 -3%
BBA
622
Braun-Bostich & Associates
Pennsylvania
$11K
LS
623
Leelyn Smith
Illinois
$11K
TFGT
624
TS Financial Group (TSFG)
Illinois
$11K
SLF
625
Sun Life Financial
Ontario, Canada
$11K +$89 +1 +0.9%

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.