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Arthur J. Gallagher & Co

670 hedge funds and large institutions have $11.9B invested in Arthur J. Gallagher & Co in 2019 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 235 increasing their positions, 216 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,189% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $1.03M

206% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 35

11% more funds holding

Funds holding: 601670 (+69)

7% more capital invested

Capital invested by funds: $11.2B → $11.9B (+$746M)

9% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 216

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

1.13% less ownership

Funds ownership: 83.48%82.35% (-1.1%)

Holders
670
Holders Change
+69
Holders Change %
+11.48%
% of All Funds
14.5%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
107
Increased
235
Reduced
216
Closed
35
Calls
$23.6M
Puts
$1.03M
Net Calls
+$22.6M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.61B +$21.4M +277,973 +1%
BlackRock
2
BlackRock
New York
$1.48B -$53.2M -691,024 -4%
State Street
3
State Street
Massachusetts
$674M +$12.8M +166,191 +2%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$562M +$3.91M +50,768 +0.7%
JP Morgan Chase
5
JP Morgan Chase
New York
$432M +$36.6M +475,061 +9%
CSIA
6
Charles Schwab Investment Advisory
California
$289M +$534K +6,928 +0.2%
PP
7
Prudential plc
United Kingdom
$286M -$23M -299,124 -8%
Invesco
8
Invesco
Georgia
$212M +$19.8M +256,737 +10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$205M +$5.76M +74,724 +3%
Victory Capital Management
10
Victory Capital Management
Texas
$179M -$38.1M -494,546 -18%
CIP
11
Champlain Investment Partners
Vermont
$178M +$6.88M +89,285 +4%
Northern Trust
12
Northern Trust
Illinois
$163M +$1.93M +25,111 +1%
Norges Bank
13
Norges Bank
Norway
$134M +$4.95M +64,251 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$132M +$1.89M +24,578 +1%
Bank of America
15
Bank of America
North Carolina
$127M +$24.9M +323,476 +25%
EIP
16
Epoch Investment Partners
New York
$112M -$12.4M -160,597 -10%
Westfield Capital Management
17
Westfield Capital Management
Massachusetts
$102M -$5.37M -69,773 -5%
AllianceBernstein
18
AllianceBernstein
Tennessee
$101M +$8.46M +109,773 +9%
Legal & General Group
19
Legal & General Group
United Kingdom
$97.2M +$13.5M +175,553 +16%
Franklin Resources
20
Franklin Resources
California
$95.4M -$34.9M -452,907 -27%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95.1M +$1.64M +21,283 +2%
BAM
22
Burgundy Asset Management
Ontario, Canada
$92.9M -$10.8M -139,738 -11%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$89M +$33.7M +437,771 +62%
WHG
24
Westwood Holdings Group
Texas
$87.6M -$12.5M -162,547 -13%
Charles Schwab
25
Charles Schwab
California
$87.4M +$5.63M +73,069 +7%

AJG Hedge Fund Activity: Q1 2019 in Review

670 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q1 2019, worth a combined $11.9B — up 6.7% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new AJG positions and 35 closed out — a net gain of 72 holders — while 235 added to existing stakes and 216 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $36.6M. The largest seller was DZ Bank, cutting an estimated $97M.

  • 670 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q1 2019, up from 601 in Q4 2018.
  • Funds reported $11.9B of Arthur J. Gallagher & Co stock for Q1 2019, up 6.7% quarter-over-quarter.
  • 107 funds opened new Arthur J. Gallagher & Co positions in Q1 2019 and 35 closed out, a net change of +72 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q1 2019 was JP Morgan Chase, an estimated $36.6M added.
  • The largest Arthur J. Gallagher & Co seller in Q1 2019 was DZ Bank, an estimated $97M sold.

Based on aggregated 13F filings for Q1 2019.