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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
GWS
651
Glassman Wealth Services
Virginia
$2K -$885 -10 -37%
AW
652
Avion Wealth
Texas
$2K
CAC
653
Certified Advisory Corp
Florida
$2K
MA
654
MCF Advisors
Kentucky
$2K +$1.42K +16 New
CFD
655
Creative Financial Designs
Indiana
$2K +$2.04K +23 New
CMBA
656
C.M. Bidwell & Associates
Hawaii
$1K
EW
657
Evoke Wealth
California
$1K
LWCFA
658
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
PA
659
Procyon Advisors
Connecticut
$1K
FMP
660
Financial Management Professionals
Texas
$1K +$1.15K +13 New
AWA
661
Arkadios Wealth Advisors
Georgia
$909 -$354 -4 -31%
SWA
662
Sutton Wealth Advisors
Florida
$487 +$443 +5 New
Viking Global Investors
663
Viking Global Investors
Connecticut
-$94.5M -1,158,751 Closed
Alyeska Investment Group
664
Alyeska Investment Group
Illinois
-$14.7M -180,145 Closed
MWNA
665
Marshall Wace North America
New York
-$6.81M -83,543 Closed
RPI
666
Railway Pension Investments
United Kingdom
-$4.46M -54,732 Closed
SC
667
Spindletop Capital
New York
-$3.46M -42,500 Closed
BCM
668
BlueMar Capital Management
Florida
-$2.8M -34,380 Closed
RIL
669
Rothschild Investment LLC
Illinois
-$2.44M -30,001 Closed
PC
670
Plaisance Capital
Colorado
-$2.04M -25,000 Closed
AL
671
AJO LP
Pennsylvania
-$1.99M -24,365 Closed
Squarepoint
672
Squarepoint
New York
-$1.93M -23,658 Closed
AMI
673
Amica Mutual Insurance
Rhode Island
-$1.91M -23,458 Closed
Capital Fund Management (CFM)
674
Capital Fund Management (CFM)
France
-$1.56M -19,183 Closed
QIM
675
Quantitative Investment Management
Virginia
-$1.51M -18,562 Closed

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.