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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
Principal Financial Group
76
Principal Financial Group
Iowa
$30.1M -$1.66M -15,993 -5%
National Pension Service
77
National Pension Service
South Korea
$29.3M
US Bancorp
78
US Bancorp
Minnesota
$29.1M -$56.3K -543 -0.2%
AllianceBernstein
79
AllianceBernstein
Tennessee
$28.9M -$59.2K -571 -0.2%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$28.8M +$3.97M +38,247 +16%
Citadel Advisors
81
Citadel Advisors
Florida
$28.7M +$20.5M +197,502 +267%
VNIM
82
Vaughan Nelson Investment Management
Texas
$28.1M -$1.4M -13,494 -5%
AC
83
Alley Company
Illinois
$28.1M -$2.49K -24 -0%
PAM
84
Panagora Asset Management
Massachusetts
$27.9M +$14M +135,168 +105%
UCFA
85
United Capital Financial Advisors
Texas
$27.9M -$643K -6,197 -2%
Franklin Resources
86
Franklin Resources
California
$27.7M -$1.98M -19,111 -7%
Barclays
87
Barclays
United Kingdom
$27.5M +$8.08M +77,929 +43%
EIP
88
Epoch Investment Partners
New York
$26.8M -$1.96M -18,874 -7%
Janus Henderson Group
89
Janus Henderson Group
United Kingdom
$26.6M +$1.74M +16,795 +7%
Robeco Institutional Asset Management
90
Robeco Institutional Asset Management
Netherlands
$26.5M +$4.73M +45,585 +22%
William Blair Investment Management
91
William Blair Investment Management
Illinois
$26.2M -$6.67M -64,299 -21%
CIP
92
Chartwell Investment Partners
Pennsylvania
$25.7M -$638K -6,152 -2%
WRF
93
Waddell & Reed Financial
Kansas
$25.3M
SO
94
STRS Ohio
Ohio
$25.3M
CC
95
Cornerstone Capital
California
$25.1M -$543K -5,232 -2%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$24.8M +$4.44M +42,769 +22%
Canada Life
97
Canada Life
Manitoba, Canada
$24.7M -$2.79M -26,888 -10%
Ameriprise
98
Ameriprise
Minnesota
$24.2M +$917K +8,837 +4%
WF
99
Welch & Forbes
Massachusetts
$24.1M +$3.06M +29,508 +15%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$23.7M +$37.7K +363 +0.2%

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.