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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
TH
601
TCTC Holdings
Texas
$89K
SFS
602
Sowell Financial Services
Arkansas
$85K -$11.6K -112 -12%
HDIM
603
Hanson & Doremus Investment Management
Vermont
$84K
CIA
604
CSat Investment Advisory
Michigan
$81K +$3.73K +36 +5%
HIA
605
Harbor Investment Advisory
Maryland
$80K +$49.5K +477 +172%
MDCM
606
Morgan Dempsey Capital Management
Wisconsin
$79K -$59K -569 -43%
GCM
607
Gables Capital Management
Florida
$78K
QCG
608
Quadrant Capital Group
Ohio
$74K -$26.1K -252 -26%
BFEC
609
Benjamin F. Edwards & Company
Missouri
$70K +$2.39K +23 +4%
T
610
TOBAM
France
$69K +$67.3K +649 New
HPC
611
HM Payson & Co
Maine
$68K +$4.36K +42 +7%
BWM
612
BerganKDV Wealth Management
Minnesota
$65K -$9.96K -96 -13%
PA
613
Parallel Advisors
California
$64K -$8.71K -84 -12%
PO
614
Private Ocean
California
$61K +$207 +2 +0.3%
Federated Hermes
615
Federated Hermes
Pennsylvania
$57K -$6.95K -67 -11%
IA
616
IFP Advisors
Florida
$57K +$1.76K +17 +3%
CFFP
617
Center for Financial Planning
Michigan
$56K
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$54K +$30.9K +298 +140%
AP
619
Atwood & Palmer
Missouri
$53K
PFWA
620
Paces Ferry Wealth Advisors
Georgia
$52K +$50.7K +489 New
CFO
621
CVA Family Office
Colorado
$48K +$47.2K +455 New
LC
622
Lindbrook Capital
California
$44K -$415 -4 -0.9%
CCA
623
Column Capital Advisors
Indiana
$44K
HFM
624
Harvest Fund Management
China
$43K
MAM
625
Meeder Asset Management
Ohio
$41K +$5.6K +54 +16%

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.