We are live on ! Find out more
AJG icon

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
Osaic Holdings
176
Osaic Holdings
Arizona
$5.83M +$563K +6,357 +12%
RWM
177
Rench Wealth Management
Texas
$5.71M -$207K -2,335 -4%
AUB
178
Atlantic Union Bankshares
Virginia
$5.63M +$1.67M +18,870 +49%
CB
179
Commerce Bank
Missouri
$5.51M -$425K -4,805 -8%
Creative Planning
180
Creative Planning
Kansas
$5.4M -$218K -2,463 -4%
KPCM
181
Kings Point Capital Management
New York
$5.36M +$10.8K +122 +0.2%
DWA
182
Douglass Winthrop Advisors
New York
$5.29M -$122K -1,378 -2%
NIPH
183
NN Investment Partners Holdings
Netherlands
$4.93M +$2.59M +29,291 +138%
TF
184
Tompkins Financial
New York
$4.9M +$150K +1,692 +3%
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$4.87M -$6.23M -70,352 -58%
AIMCA
186
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.87M +$3.61M +40,800 +448%
MIM
187
MetLife Investment Management
New Jersey
$4.83M +$134K +1,514 +3%
MML Investors Services
188
MML Investors Services
Massachusetts
$4.82M +$680K +7,683 +18%
Rafferty Asset Management
189
Rafferty Asset Management
New York
$4.8M +$3.77M +42,565 +639%
Balyasny Asset Management
190
Balyasny Asset Management
Illinois
$4.73M +$2.66M +29,986 +162%
SOMRS
191
State of Michigan Retirement System
Michigan
$4.72M +$505K +5,702 +13%
M&T Bank
192
M&T Bank
New York
$4.68M -$89.2K -1,007 -2%
SWP
193
Stratos Wealth Partners
Ohio
$4.65M +$849K +9,586 +25%
SIA
194
Sit Investment Associates
Minnesota
$4.63M -$44.3K -500 -1%
Korea Investment Corp
195
Korea Investment Corp
South Korea
$4.58M -$584K -6,600 -12%
ROC
196
Running Oak Capital
Minnesota
$4.54M -$338K -3,821 -8%
ProShare Advisors
197
ProShare Advisors
Maryland
$4.51M -$121K -1,361 -3%
PI
198
PineBridge Investments
New York
$4.45M +$469K +5,296 +13%
MGWM
199
Marks Group Wealth Management
Minnesota
$4.43M +$1.95K +22 +0%
LPL Financial
200
LPL Financial
California
$4.34M +$520K +5,874 +15%

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.