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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
NFG
651
Next Financial Group
Texas
$5K
GFPC
652
Global Financial Private Client
Florida
$4.09K +$3.94K +43 New
HIM
653
Hillsdale Investment Management
Ontario, Canada
$4K
JWA
654
JFS Wealth Advisors
Pennsylvania
$4K +$3.85K +42 New
SL
655
Savior LLC
Massachusetts
$4K +$4.03K +44 New
SIS
656
Sound Income Strategies
Florida
$3K
TFO
657
Tarbox Family Office
California
$3K
RFM
658
Royal Fund Management
Florida
$3K +$183 +2 +6%
SQA
659
Simon Quick Advisors
New Jersey
$3K +$2.56K +28 New
PA
660
Procyon Advisors
Connecticut
$3K +$2.93K +32 New
CAC
661
Certified Advisory Corp
Florida
$2K
FIB
662
First Interstate Bank
Montana
$2K
WAP
663
Wealthcare Advisory Partners
Pennsylvania
$2K
GWS
664
Glassman Wealth Services
Virginia
$2K +$916 +10 +71%
WCM
665
Wealthcare Capital Management
Virginia
$2K +$2.2K +24 New
AWA
666
Arkadios Wealth Advisors
Georgia
$1.41K +$1.19K +13 New
AW
667
Alpha Windward
Massachusetts
$1K -$641 -7 -41%
BL
668
Balentine LLC
Georgia
$1K
CMBA
669
C.M. Bidwell & Associates
Hawaii
$1K
FPFS
670
First Personal Financial Services
North Carolina
$1K
LWCFA
671
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
PWP
672
Personal Wealth Partners
Minnesota
$1K
VFA
673
Valeo Financial Advisors
Indiana
$1K
LS
674
Leelyn Smith
Illinois
$10 +$10.1K +110 New
PP
675
Prudential plc
United Kingdom
-$303M -3,365,326 Closed

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.