Arthur J. Gallagher & Co
651 hedge funds and large institutions have $12.9B invested in Arthur J. Gallagher & Co in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 220 increasing their positions, 249 reducing their positions, and 86 closing their positions.
70% more call options, than puts
Call options by funds: $22.7M | Put options by funds: $13.4M
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
0.53% less ownership
Funds ownership: 84.12% → 83.59% (-0.53%)
3% less funds holding
Funds holding: 674 → 651 (-23)
12% less repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 249
14% less capital invested
Capital invested by funds: $14.9B → $12.9B (-$2.02B)
17% less first-time investments, than exits
New positions opened: 71 | Existing positions closed: 86
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$341M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$148M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$111M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$91.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$50.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$350M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$111M |
| 3 |
MGIM
M&G Investment Management
London,
United Kingdom
|
-$91.4M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$52.5M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$41.4M |
AJG Hedge Fund Activity: Q1 2020 in Review
651 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q1 2020, worth a combined $12.9B — down 14% from $14.9B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of AJG and 71 opened new positions — a net loss of 15 holders — while 249 trimmed existing stakes and 220 added.
The largest buyer was Charles Schwab, adding an estimated $341M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $350M sold.
- 651 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q1 2020, down from 674 in Q4 2019.
- Funds reported $12.9B of Arthur J. Gallagher & Co stock for Q1 2020, down 14% quarter-over-quarter.
- 71 funds opened new Arthur J. Gallagher & Co positions in Q1 2020 and 86 closed out, a net change of -15 holders.
- The largest Arthur J. Gallagher & Co buyer in Q1 2020 was Charles Schwab, an estimated $341M added.
- The largest Arthur J. Gallagher & Co seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $350M sold.
Based on aggregated 13F filings for Q1 2020.