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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
Morgan Stanley
51
Morgan Stanley
New York
$51.7M +$9.58M +104,599 +24%
Wells Fargo
52
Wells Fargo
California
$51.4M +$8.32M +90,856 +20%
ESCM
53
Echo Street Capital Management
New York
$48.7M +$6.9M +75,285 +17%
ORIO
54
Old Republic International (ORI)
Illinois
$45.1M -$29.2M -319,200 -40%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$43.7M +$265K +2,891 +0.6%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$41.7M -$1.83M -20,008 -4%
Bessemer Group
57
Bessemer Group
New Jersey
$41.4M +$15.6M +170,743 +65%
MAM
58
Martingale Asset Management
Massachusetts
$40.4M -$1.95M -21,266 -5%
PPA
59
Parametric Portfolio Associates
Washington
$39.6M +$1.02M +11,173 +3%
DP
60
Dearborn Partners
Illinois
$39M +$2.06M +22,544 +6%
VRS
61
Virginia Retirement Systems
Virginia
$38.9M -$412K -4,500 -1%
GAM
62
Guinness Asset Management
United Kingdom
$38.1M +$9.28M +101,300 +34%
UBS Group
63
UBS Group
Switzerland
$36M +$15.3M +167,272 +79%
EIP
64
Epoch Investment Partners
New York
$34.9M -$3.75M -40,898 -10%
DZ Bank
65
DZ Bank
Germany
$34.4M +$2.65M +28,938 +9%
Deutsche Bank
66
Deutsche Bank
Germany
$33.6M +$2.52M +27,462 +8%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$32M +$721K +7,872 +2%
WG
68
Welch Group
Alabama
$31.7M -$219K -2,393 -0.7%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$31.7M +$1.26M +13,794 +4%
MPIA
70
Mountain Pacific Investment Advisers
Idaho
$30.8M +$410K +4,480 +1%
RJA
71
Raymond James & Associates
Florida
$30.1M +$3.34M +36,439 +13%
Franklin Resources
72
Franklin Resources
California
$29.7M -$1.31M -14,267 -4%
AT
73
AMF Tjänstepension
Sweden
$29.7M -$120K -1,305 -0.4%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$29.3M +$5.47M +59,738 +24%
GIA
75
Gateway Investment Advisers
Ohio
$29.2M -$1.64M -17,852 -5%

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.