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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
CQS
626
Credential Qtrade Securities
$13K +$12.5K +137 New
GAM
627
Gemmer Asset Management
California
$13K
CAW
628
Cornerstone Advisors (Washington)
Washington
$13K +$3.02K +33 +32%
ACM
629
Anfield Capital Management
California
$12K +$10.3K +112 New
Loomis, Sayles & Company
630
Loomis, Sayles & Company
Massachusetts
$11K -$52.9K -578 -83%
CYG
631
Clean Yield Group
Vermont
$11K -$10.5K -115 -50%
PO
632
Private Ocean
California
$11K
TFGT
633
TS Financial Group (TSFG)
Illinois
$11K
BBA
634
Braun-Bostich & Associates
Pennsylvania
$11K +$10.3K +112 New
SLF
635
Sun Life Financial
Ontario, Canada
$10K -$3.75K -41 -27%
PFBT
636
Parkside Financial Bank & Trust
Missouri
$10K +$1.28K +14 +15%
OAJ
637
Ogorek Anthony Joseph
New York
$10K +$9.98K +109 New
APA
638
American Portfolios Advisors
New York
$8.5K
AS
639
Altshuler Shaham
Israel
$8K +$1.28K +14 +19%
FANJ
640
Financial Architects (New Jersey)
New Jersey
$7K -$23.4K -256 -78%
EARNEST Partners
641
EARNEST Partners
Georgia
$7K
EFSCE
642
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
VNA
643
Valley National Advisers
Pennsylvania
$7K
CFG
644
Citizens Financial Group
Rhode Island
$7K +$6.78K +74 New
SMFS
645
Squar Milner Financial Services
California
$7K +$7.51K +82 New
PFGIA
646
Patriot Financial Group Insurance Agency
Massachusetts
$6K
VCM
647
Vigilant Capital Management
Maine
$6K
SBL
648
Sargent Bickham Lagudis
Colorado
$6K +$6.04K +66 New
EW
649
Evoke Wealth
California
$5.72K +$1.74K +19 +46%
CI
650
CX Institutional
Indiana
$5K

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.