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Arthur J. Gallagher & Co

693 hedge funds and large institutions have $16.8B invested in Arthur J. Gallagher & Co in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 229 increasing their positions, 258 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $37.8M | Put options by funds: $9.89M

87% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $15.5B → $16.8B (+$1.35B)

4% more funds holding

Funds holding: 664693 (+29)

0.29% less ownership

Funds ownership: 83.82%83.53% (-0.29%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

11% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 258

Holders
693
Holders Change
+29
Holders Change %
+4.37%
% of All Funds
13.98%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.32%
New
73
Increased
229
Reduced
258
Closed
39
Calls
$37.8M
Puts
$9.89M
Net Calls
+$27.9M
Net Calls Change
+$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.25B -$48.5M -467,249 -2%
BlackRock
2
BlackRock
New York
$2.22B +$12.5M +120,399 +0.6%
State Street
3
State Street
Massachusetts
$903M -$9.71M -93,627 -1%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$863M -$14.2M -136,955 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$537M -$58M -558,825 -10%
BBHC
6
Brown Brothers Harriman & Co
New York
$456M -$30.2M -291,208 -6%
Capital International Investors
7
Capital International Investors
California
$454M +$52.7M +508,513 +13%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$414M +$70.6M +680,896 +21%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$397M +$29.9M +288,536 +8%
Charles Schwab
10
Charles Schwab
California
$381M -$13.6M -131,337 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$342M +$5.44M +52,412 +2%
CIP
12
Champlain Investment Partners
Vermont
$262M +$2.23M +21,465 +0.9%
Northern Trust
13
Northern Trust
Illinois
$223M +$536K +5,165 +0.2%
Victory Capital Management
14
Victory Capital Management
Texas
$203M -$7.19M -69,316 -3%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$202M -$7.35M -70,902 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$195M +$5.9M +56,890 +3%
Norges Bank
17
Norges Bank
Norway
$195M +$9.54M +91,941 +5%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$186M +$136M +1,314,748 +294%
Fidelity International
19
Fidelity International
Bermuda
$168M +$1.64M +15,796 +1%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$167M -$349K -3,363 -0.2%
Invesco
21
Invesco
Georgia
$157M -$81.8M -788,955 -35%
Bank of America
22
Bank of America
North Carolina
$155M -$8.35M -80,457 -5%
MGIM
23
M&G Investment Management
United Kingdom
$152M -$18.9M -181,851 -11%
BAM
24
Burgundy Asset Management
Ontario, Canada
$146M +$10.1M +97,153 +8%
Legal & General Group
25
Legal & General Group
United Kingdom
$126M -$2.67M -25,754 -2%

AJG Hedge Fund Activity: Q3 2020 in Review

693 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2020, worth a combined $16.8B — up 8.7% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AJG positions and 39 closed out — a net gain of 34 holders — while 229 added to existing stakes and 258 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $136M. The largest seller was Invesco, cutting an estimated $81.8M.

  • 693 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2020, up from 664 in Q2 2020.
  • Funds reported $16.8B of Arthur J. Gallagher & Co stock for Q3 2020, up 8.7% quarter-over-quarter.
  • 73 funds opened new Arthur J. Gallagher & Co positions in Q3 2020 and 39 closed out, a net change of +34 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2020 was T. Rowe Price Associates, an estimated $136M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2020 was Invesco, an estimated $81.8M sold.

Based on aggregated 13F filings for Q3 2020.