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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
WHG
201
Westwood Holdings Group
Texas
$4.34M -$2.38M -26,912 -38%
SAM
202
Smithbridge Asset Management
Pennsylvania
$4.3M +$179K +2,025 +5%
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$4.3M -$372K -4,200 -9%
MC
204
MRJ Capital
New York
$4.29M
ASRS
205
Arizona State Retirement System
Arizona
$4.28M -$3.15M -35,545 -45%
SAM
206
Strategy Asset Managers
California
$4.2M +$31.4K +355 +0.8%
KBC Group
207
KBC Group
Belgium
$4.13M +$1.58M +17,862 +73%
GIBU
208
Gulf International Bank (UK)
United Kingdom
$4.03M +$35.4K +400 +1%
AAM
209
Advisors Asset Management
Colorado
$3.94M +$13.4K +151 +0.4%
SIC
210
Sigma Investment Counselors
Michigan
$3.88M -$1.06K -12 -0%
TPCM
211
Three Peaks Capital Management
Colorado
$3.87M +$210K +2,369 +6%
Mitsubishi UFJ Asset Management
212
Mitsubishi UFJ Asset Management
Japan
$3.87M +$603K +6,811 +21%
BG
213
Bollard Group
Massachusetts
$3.86M -$4.65M -52,560 -57%
Axa
214
Axa
France
$3.77M +$214K +2,414 +7%
HIP
215
Harrell Investment Partners
Texas
$3.67M +$13.7K +155 +0.4%
URS
216
Utah Retirement Systems
Utah
$3.49M +$53.1K +600 +2%
PSUF
217
People's United Financial
Connecticut
$3.46M +$182K +2,059 +6%
MAM
218
Mastrapasqua Asset Management
Tennessee
$3.44M -$26.1K -295 -0.8%
SAM
219
Shell Asset Management
Netherlands
$3.41M -$53.5K -604 -2%
BMO
220
Beck Mack & Oliver
New York
$3.41M
KLCM
221
KG&L Capital Management
Louisiana
$3.41M +$3.1M +35,000 New
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$3.38M
BWP
223
Baldwin Wealth Partners
Massachusetts
$3.35M +$15.9K +180 +0.5%
RJFSA
224
Raymond James Financial Services Advisors
Florida
$3.34M +$3.04M +34,287 New
NSIM
225
North Star Investment Management
Illinois
$3.31M -$19.9K -225 -0.7%

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.