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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.12B -$14.6M -165,243 -0.8%
BlackRock
2
BlackRock
New York
$2.03B +$74M +835,272 +4%
State Street
3
State Street
Massachusetts
$843M -$5.67M -64,075 -0.7%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$811M +$99.1M +1,118,673 +16%
JP Morgan Chase
5
JP Morgan Chase
New York
$554M -$175M -1,974,340 -26%
BBHC
6
Brown Brothers Harriman & Co
New York
$449M -$18.9M -212,942 -4%
Capital International Investors
7
Capital International Investors
California
$369M +$335M +3,788,254 New
Charles Schwab
8
Charles Schwab
California
$365M -$56.1M -633,375 -14%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$338M +$15.5M +175,575 +5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$316M +$235M +2,656,313 +452%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$311M +$2.53M +28,540 +0.9%
CIP
12
Champlain Investment Partners
Vermont
$240M +$3.03M +34,268 +1%
Invesco
13
Invesco
Georgia
$222M -$122M -1,382,443 -38%
Northern Trust
14
Northern Trust
Illinois
$205M -$3.28M -37,045 -2%
Victory Capital Management
15
Victory Capital Management
Texas
$194M -$99.5M -1,123,566 -36%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$193M -$33.3M -376,013 -16%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$174M +$7.12M +80,358 +5%
Norges Bank
18
Norges Bank
Norway
$171M -$5.95M -67,243 -4%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$157M -$59.1M -667,943 -29%
MGIM
20
M&G Investment Management
United Kingdom
$157M -$39.2M -442,982 -22%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$154M +$5.33M +60,236 +4%
Fidelity International
22
Fidelity International
Bermuda
$154M +$42.6M +481,433 +44%
Bank of America
23
Bank of America
North Carolina
$151M -$913K -10,306 -0.7%
BAM
24
Burgundy Asset Management
Ontario, Canada
$125M +$996K +11,244 +0.9%
Legal & General Group
25
Legal & General Group
United Kingdom
$119M -$16.2M -182,802 -13%

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.