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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
LS
651
Leelyn Smith
Illinois
$12K
TFGT
652
TS Financial Group (TSFG)
Illinois
$12K
ZB
653
Zions Bancorporation
Utah
$12K
SLF
654
Sun Life Financial
Ontario, Canada
$12K +$311 +3 +3%
OAJ
655
Ogorek Anthony Joseph
New York
$11K
HCP
656
Hexagon Capital Partners
Arkansas
$11K +$11.6K +112 New
PFBT
657
Parkside Financial Bank & Trust
Missouri
$10K -$311 -3 -3%
FFA
658
Founders Financial Alliance
North Carolina
$10K +$9.44K +91 New
NNP
659
Nachman Norwood & Parrott
South Carolina
$10K +$10.3K +99 New
BWM
660
Baystate Wealth Management
Massachusetts
$9K -$3.73K -36 -31%
EFSCE
661
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
IF
662
Ironwood Financial
Arizona
$9K
SIS
663
Sound Income Strategies
Florida
$9K +$6.33K +61 +218%
EARNEST Partners
664
EARNEST Partners
Georgia
$8K
VNA
665
Valley National Advisers
Pennsylvania
$8K
RA
666
Rational Advisors
New York
$7K -$164K -1,582 -96%
SBL
667
Sargent Bickham Lagudis
Colorado
$7K
LWM
668
Liberty Wealth Management
California
$6K +$2.28K +22 +69%
HR
669
Howe & Rusling
New York
$6K +$6.22K +60 New
EWA
670
Evolution Wealth Advisors
Florida
$5K
PFGIA
671
Patriot Financial Group Insurance Agency
Massachusetts
$5K
SL
672
Savior LLC
Massachusetts
$5K
HIM
673
Hillsdale Investment Management
Ontario, Canada
$5K +$1.56K +15 +50%
GFPC
674
Global Financial Private Client
Florida
$4.54K
SXL
675
Summit X LLC
Missouri
$4.12K -$10.2K -98 -2%

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.