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Arthur J. Gallagher & Co

646 hedge funds and large institutions have $13.5B invested in Arthur J. Gallagher & Co in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 274 increasing their positions, 220 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,698% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $884K

25% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 220

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

13% more capital invested

Capital invested by funds: $11.9B → $13.5B (+$1.6B)

1.26% more ownership

Funds ownership: 82.35%83.61% (+1.3%)

4% less funds holding

Funds holding: 670646 (-24)

30% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 60

Holders
646
Holders Change
-24
Holders Change %
-3.58%
% of All Funds
14.03%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
42
Increased
274
Reduced
220
Closed
60
Calls
$15.9M
Puts
$884K
Net Calls
+$15M
Net Calls Change
-$7.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.81B +$5.32M +63,734 +0.3%
BlackRock
2
BlackRock
New York
$1.68B +$15.5M +185,656 +1%
State Street
3
State Street
Massachusetts
$773M +$16.6M +198,376 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$725M +$242M +2,895,732 +52%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$629M -$1.01M -12,080 -0.2%
Invesco
6
Invesco
Georgia
$360M +$117M +1,397,053 +51%
CSIA
7
Charles Schwab Investment Advisory
California
$325M +$742K +8,888 +0.2%
PP
8
Prudential plc
United Kingdom
$319M -$3.88M -46,499 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$237M +$7.58M +90,842 +3%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$236M +$133M +1,593,410 +145%
CIP
11
Champlain Investment Partners
Vermont
$207M +$7.09M +84,965 +4%
Northern Trust
12
Northern Trust
Illinois
$183M +$259K +3,106 +0.1%
Victory Capital Management
13
Victory Capital Management
Texas
$171M -$29M -347,847 -15%
Bank of America
14
Bank of America
North Carolina
$163M +$19.8M +236,745 +15%
Norges Bank
15
Norges Bank
Norway
$157M +$5.72M +68,527 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$150M +$2.09M +24,997 +1%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$121M +$23.7M +284,288 +26%
EIP
18
Epoch Investment Partners
New York
$116M -$8.8M -105,482 -7%
Legal & General Group
19
Legal & General Group
United Kingdom
$113M +$4.16M +49,812 +4%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$112M -$2.51M -30,080 -2%
Goldman Sachs
21
Goldman Sachs
New York
$108M +$15.9M +190,232 +18%
BAM
22
Burgundy Asset Management
Ontario, Canada
$104M +$249K +2,990 +0.3%
Charles Schwab
23
Charles Schwab
California
$101M +$2.95M +35,345 +3%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$101M -$5.49M -65,742 -5%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$99M +$1.51M +18,109 +2%

AJG Hedge Fund Activity: Q2 2019 in Review

646 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2019, worth a combined $13.5B — up 13% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of AJG and 42 opened new positions — a net loss of 18 holders — while 220 trimmed existing stakes and 274 added.

The largest buyer was JP Morgan Chase, adding an estimated $242M. The largest seller was AllianceBernstein, cutting an estimated $82M.

  • 646 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2019, down from 670 in Q1 2019.
  • Funds reported $13.5B of Arthur J. Gallagher & Co stock for Q2 2019, up 13% quarter-over-quarter.
  • 42 funds opened new Arthur J. Gallagher & Co positions in Q2 2019 and 60 closed out, a net change of -18 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2019 was JP Morgan Chase, an estimated $242M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2019 was AllianceBernstein, an estimated $82M sold.

Based on aggregated 13F filings for Q2 2019.