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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
VFA
676
Valeo Financial Advisors
Indiana
$4K -$16.6K -160 -80%
EWM
677
Elmwood Wealth Management
California
$4K
JWA
678
JFS Wealth Advisors
Pennsylvania
$4K
TFO
679
Tarbox Family Office
California
$4K
NFG
680
Next Financial Group
Texas
$4K +$4.04K +39 New
FCH
681
Freestone Capital Holdings
Washington
$3.59K +$3.53K +34 New
BWA
682
BDO Wealth Advisors
Florida
$3K +$3.32K +32 New
CFD
683
Creative Financial Designs
Indiana
$2K
GWS
684
Glassman Wealth Services
Virginia
$2K
NFSG
685
Newbridge Financial Services Group
Florida
$2K +$1.76K +17 New
FHA
686
Flagship Harbor Advisors
Massachusetts
$1K -$31.4K -303 -95%
AssetMark Inc
687
AssetMark Inc
California
$1K
CMBA
688
C.M. Bidwell & Associates
Hawaii
$1K
EW
689
Evoke Wealth
California
$1K
FMP
690
Financial Management Professionals
Texas
$1K
SSB
691
Sandy Spring Bank
Maryland
$1K +$1.35K +13 New
AWA
692
Arkadios Wealth Advisors
Georgia
$761 -$207 -2 -22%
SWA
693
Sutton Wealth Advisors
Florida
$528
ESCM
694
Echo Street Capital Management
New York
-$33.6M -344,539 Closed
AT
695
AMF Tjänstepension
Sweden
-$21.8M -223,164 Closed
TCM
696
Teza Capital Management
Illinois
-$2.98M -30,517 Closed
LP
697
LMR Partners
United Kingdom
-$2.46M -25,212 Closed
IA
698
Icon Advisers
Colorado
-$2.07M -21,200 Closed
Point72 Asset Management
699
Point72 Asset Management
Connecticut
-$1.4M -14,376 Closed
BCM
700
Bayesian Capital Management
New York
-$1.29M -13,200 Closed

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.