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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

645 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, 219 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
-24
Holders Change %
-3.59%
% 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
219
Closed
60
Calls
$15.9M
Puts
$884K
Net Calls
+$15M
Net Calls Change
-$7.57M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$725M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$236M
3
Invesco
Invesco
Georgia
$360M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$70.7M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$121M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$26.9M
2
Franklin Resources
Franklin Resources
California
$31.2M
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
H
Hexavest
Quebec, Canada
$0
5
Victory Capital Management
Victory Capital Management
Texas
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
626
Camarda Financial Advisors
Florida
$3K – – –
TFO
627
Tarbox Family Office
California
$3K +$3K +36 New
FGAM
628
Financial Gravity Asset Management
Texas
$3K +$3K +38 New
SIS
629
Sound Income Strategies
Florida
$2K – – –
CAC
630
Certified Advisory Corp
Florida
$2K – – –
FIB
631
First Interstate Bank
Montana
$2K – – –
AW
632
Alpha Windward
Massachusetts
$2K +$353 +3 +21%
GT
633
Glenmede Trust
Pennsylvania
$1.47K -$2.53K -28,910 -63%
UB
634
UMB Bank
Missouri
$1.2K -$7 -76 -0.5%
CMBA
635
C.M. Bidwell & Associates
Hawaii
$1K – – –
LWCFA
636
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
VFA
637
Valeo Financial Advisors
Indiana
$1K – – –
ESB
638
Essex Savings Bank
Connecticut
$1K – – –
LWM
639
Liberty Wealth Management
California
$1K – – –
GWS
640
Glassman Wealth Services
Virginia
$1K +$214 +3 +27%
FPFS
641
First Personal Financial Services
North Carolina
$1K +$1K +6 New
BL
642
Balentine LLC
Georgia
$1K +$1K +13 New
W
643
WealthStone
Ohio
$613 +$613 +7 New
Viking Global Investors
644
Viking Global Investors
Connecticut
– -$37.2M -475,830 Closed
H
645
Hexavest
Quebec, Canada
– -$34.1M -436,751 Closed
IP
646
Isthmus Partners
Wisconsin
– -$7.4M -235,900 Closed
HF
647
HRT Financial
New York
– -$6.19M -79,205 Closed
AL
648
Arnhold LLC
New York
– -$5.11M -65,416 Closed
SCA
649
Secor Capital Advisors
New York
– -$4.44M -56,855 Closed
Arrowstreet Capital
650
Arrowstreet Capital
Massachusetts
– -$4.25M -54,371 Closed
24 25
26
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