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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

647 hedge funds and large institutions have $12.9B invested in Arthur J. Gallagher & Co in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 220 increasing their positions, 248 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-25
Holders Change %
-3.72%
% of All Funds
14.29%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
69
Increased
220
Reduced
248
Closed
86
Calls
$22.7M
Puts
$13.4M
Net Calls
+$9.39M
Net Calls Change
-$4.34M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$356M
2
Victory Capital Management
Victory Capital Management
Texas
$254M
3
Viking Global Investors
Viking Global Investors
Connecticut
$94.5M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$188M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.79B

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.51M
3
MGIM
M&G Investment Management
United Kingdom
$169M
4
American Century Companies
American Century Companies
Missouri
$24.2M
5
Bessemer Group
Bessemer Group
New Jersey
$198K
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
626
QCI Asset Management
New York
$3K +$3K +35 New
LSA
627
Lion Street Advisors
Texas
$3K +$3K +39 New
MWM
628
MBE Wealth Management
Wisconsin
$3K +$3K +44 New
HIM
629
Hillsdale Investment Management
Ontario, Canada
$2K -$667 -10 -25%
CAC
630
Certified Advisory Corp
Florida
$2K -$167 -2 -8%
WAP
631
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
SIS
632
Sound Income Strategies
Florida
$2K – – –
GWS
633
Glassman Wealth Services
Virginia
$2K +$222 +3 +13%
AW
634
Avion Wealth
Texas
$2K +$2K +25 New
AWA
635
Arkadios Wealth Advisors
Georgia
$1.06K – – –
PA
636
Procyon Advisors
Connecticut
$1K -$3K -24 -75%
CMBA
637
C.M. Bidwell & Associates
Hawaii
$1K – – –
AW
638
Alpha Windward
Massachusetts
$1K – – –
BFC
639
Bedel Financial Consulting
Indiana
$1K +$1K +9 New
KFI
640
Key Financial Inc
Pennsylvania
$1K +$1K +10 New
FWM
641
Filbrandt Wealth Management
Wisconsin
$1K +$1K +10 New
PW
642
Price Wealth
Texas
$1K +$1K +13 New
EW
643
Evoke Wealth
California
$741 -$4.2K -51 -85%
WA
644
WBH Advisory
Maryland
$648 – – –
AA
645
Advisory Alpha
Michigan
$449 +$449 +6 New
CSIA
646
Charles Schwab Investment Advisory
California
– -$350M -3,673,801 Closed
WMSA
647
Weiss Multi-Strategy Advisers
New York
– -$9.52M -100,000 Closed
MWP
648
MYCIO Wealth Partners
Pennsylvania
– -$7.62M -80,005 Closed
N
649
Natixis
France
– -$4.73M -49,788 Closed
CRM
650
Capital Returns Management
New York
– -$4.48M -47,040 Closed
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