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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
BWM
626
Baystate Wealth Management
Massachusetts
$11K +$3.28K +37 +46%
PFBT
627
Parkside Financial Bank & Trust
Missouri
$10K -$1.5K -17 -14%
OAJ
628
Ogorek Anthony Joseph
New York
$10K
NG
629
NWK Group
California
$9K +$7.97K +90 New
RFA
630
Reilly Financial Advisors
California
$8K
VNA
631
Valley National Advisers
Pennsylvania
$8K
EFSCE
632
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$620 +7 +9%
IF
633
Ironwood Financial
Arizona
$8K +$7.62K +86 New
CFG
634
Citizens Financial Group
Rhode Island
$7K -$10K -113 -60%
EARNEST Partners
635
EARNEST Partners
Georgia
$7K
SQA
636
Simon Quick Advisors
New Jersey
$7K
BL
637
Balentine LLC
Georgia
$6K -$11.1K -125 -69%
SBL
638
Sargent Bickham Lagudis
Colorado
$6K
TC
639
Truvestments Capital
Florida
$6K
EWA
640
Evolution Wealth Advisors
Florida
$5K
GFPC
641
Global Financial Private Client
Florida
$4.19K
TFO
642
Tarbox Family Office
California
$4K -$1.95K -22 -35%
FANJ
643
Financial Architects (New Jersey)
New Jersey
$4K
JWA
644
JFS Wealth Advisors
Pennsylvania
$4K
SL
645
Savior LLC
Massachusetts
$4K
PFGIA
646
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$885 +10 +29%
EWM
647
Elmwood Wealth Management
California
$4K +$3.19K +36 New
LWM
648
Liberty Wealth Management
California
$3K -$6.55K -74 -70%
HIM
649
Hillsdale Investment Management
Ontario, Canada
$3K
SIS
650
Sound Income Strategies
Florida
$3K

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.