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Arthur J. Gallagher & Co

674 hedge funds and large institutions have $14.9B invested in Arthur J. Gallagher & Co in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 249 increasing their positions, 217 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $8.14M

139% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 33

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

15% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 217

6% more capital invested

Capital invested by funds: $14B → $14.9B (+$912M)

5% more funds holding

Funds holding: 642674 (+32)

0.08% less ownership

Funds ownership: 84.2%84.12% (-0.08%)

Holders
674
Holders Change
+32
Holders Change %
+4.98%
% of All Funds
13.28%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.28%
New
79
Increased
249
Reduced
217
Closed
33
Calls
$21.9M
Puts
$8.14M
Net Calls
+$13.7M
Net Calls Change
-$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.04B +$30.1M +328,157 +2%
BlackRock
2
BlackRock
New York
$1.93B +$32.4M +353,864 +2%
State Street
3
State Street
Massachusetts
$843M +$4.76M +52,000 +0.6%
JP Morgan Chase
4
JP Morgan Chase
New York
$734M +$39.7M +433,543 +6%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$644M -$21.5M -235,063 -3%
BBHC
6
Brown Brothers Harriman & Co
New York
$412M +$43M +469,306 +12%
Invesco
7
Invesco
Georgia
$388M -$34.2M -373,823 -8%
CSIA
8
Charles Schwab Investment Advisory
California
$350M -$1.42M -15,557 -0.4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$292M +$11.4M +123,934 +4%
MGIM
10
M&G Investment Management
United Kingdom
$286M +$276M +3,011,607 New
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$275M +$62.7M +684,715 +31%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$224M -$50.1M -546,986 -19%
CIP
13
Champlain Investment Partners
Vermont
$210M +$291K +3,180 +0.1%
Northern Trust
14
Northern Trust
Illinois
$202M +$1.61M +17,539 +0.8%
Norges Bank
15
Norges Bank
Norway
$169M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$163M -$2.34M -25,597 -1%
Bank of America
17
Bank of America
North Carolina
$155M -$17.1M -186,205 -10%
Victory Capital Management
18
Victory Capital Management
Texas
$149M -$2.42M -26,465 -2%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$147M +$1.31M +14,309 +0.9%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$129M -$20.8M -227,074 -14%
Legal & General Group
21
Legal & General Group
United Kingdom
$126M +$45.9K +501 +0%
N
22
Nuveen
North Carolina
$116M +$46.2M +504,222 +70%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$113M +$43.4M +473,429 +67%
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$112M +$4.77M +52,076 +5%
BAM
25
Burgundy Asset Management
Ontario, Canada
$111M -$3.61M -39,466 -3%

AJG Hedge Fund Activity: Q4 2019 in Review

674 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2019, worth a combined $14.9B — up 6.5% from $14B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AJG positions and 33 closed out — a net gain of 46 holders — while 249 added to existing stakes and 217 trimmed.

The largest buyer was Fidelity International, adding an estimated $66.1M. The largest seller was Prudential plc, exiting entirely with an estimated $303M sold.

  • 674 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2019, up from 642 in Q3 2019.
  • Funds reported $14.9B of Arthur J. Gallagher & Co stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 79 funds opened new Arthur J. Gallagher & Co positions in Q4 2019 and 33 closed out, a net change of +46 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2019 was Fidelity International, an estimated $66.1M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2019 was Prudential plc, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2019.