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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
FWM
626
Focused Wealth Management
New York
$40K
PWMG
627
Prestige Wealth Management Group
New Jersey
$39K
Millennium Management
628
Millennium Management
New York
$35.2K +$1.16M +11,166 +3%
PCM
629
Penserra Capital Management
California
$32K +$3.73K +36 +13%
Fuller & Thaler Asset Management
630
Fuller & Thaler Asset Management
California
$30K
CAW
631
Cornerstone Advisors (Washington)
Washington
$29K -$2.28K -22 -7%
RIM
632
Rampart Investment Management
Connecticut
$28K -$584K -5,627 -96%
SC
633
Solstein Capital
California
$28K
BCA
634
Berman Capital Advisors
Georgia
$27K -$311 -3 -1%
SIAS
635
Shine Investment Advisory Services
Colorado
$26K
WT
636
Washington Trust
Rhode Island
$26K
ACM
637
AUA Capital Management
Pennsylvania
$25K
NIM
638
NuWave Investment Management
New Jersey
$25K +$25.2K +243 New
EI
639
Ellevest Inc
New York
$23K -$8.4K -81 -27%
TC
640
Trust Company
Kansas
$21K
PFO
641
Pathstone Family Office
New Jersey
$20K
AA
642
AlphaMark Advisors
Kentucky
$20K +$19.9K +192 New
PG
643
Proffitt & Goodson
Tennessee
$18K
TIM
644
Tortoise Investment Management
New York
$18K
PFS
645
Prospera Financial Services
Texas
$16K -$945K -9,112 -98%
CB
646
Community Bank
New York
$16K
VCM
647
Versant Capital Management
Arizona
$16K
GAM
648
Gemmer Asset Management
California
$14K
GEA
649
Glen Eagle Advisors
New Jersey
$13.7K -$5.29K -51 -28%
JIR
650
James Investment Research
Ohio
$13K +$12.3K +119 New

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.