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Arthur J. Gallagher & Co

722 hedge funds and large institutions have $20.2B invested in Arthur J. Gallagher & Co in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 239 increasing their positions, 267 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $13.9M

56% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

20% more capital invested

Capital invested by funds: $16.8B → $20.2B (+$3.32B)

4% more funds holding

Funds holding: 693722 (+29)

1.62% more ownership

Funds ownership: 83.53%85.15% (+1.6%)

10% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 267

Holders
722
Holders Change
+29
Holders Change %
+4.18%
% of All Funds
12.78%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
97
Increased
239
Reduced
267
Closed
62
Calls
$49.3M
Puts
$13.9M
Net Calls
+$35.4M
Net Calls Change
+$7.44M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
226
North Star Investment Management
Illinois
$4.21M
WHG
227
Westwood Holdings Group
Texas
$4.17M -$775K -6,802 -17%
SCM
228
Sirios Capital Management
Massachusetts
$4.13M -$4.51M -39,591 -54%
FLI
229
Family Legacy Inc
South Carolina
$4.12M -$3.3K -29 -0.1%
PSUF
230
People's United Financial
Connecticut
$4.1M -$162K -1,426 -4%
JWM
231
Jackson Wealth Management
Florida
$4.07M -$23.3K -205 -0.6%
Qube Research & Technologies (QRT)
232
Qube Research & Technologies (QRT)
United Kingdom
$4.06M +$3.74M +32,818 New
AAM
233
Advisors Asset Management
Colorado
$4.05M -$605K -5,311 -14%
TPSF
234
Texas Permanent School Fund
Texas
$4.05M -$278K -2,443 -7%
KAS
235
Kestra Advisory Services
Texas
$4.03M +$3.76M +33,056 +66,112%
BFS
236
Bradley Foster & Sargent
Connecticut
$4.02M -$7.86K -69 -0.2%
BCIM
237
British Columbia Investment Management
British Columbia, Canada
$3.99M -$72.7K -638 -2%
MSL
238
Mackay Shields LLC
New York
$3.98M -$14.8K -130 -0.4%
TPCM
239
Three Peaks Capital Management
Colorado
$3.92M -$591K -5,187 -14%
CIBC World Market
240
CIBC World Market
Ontario, Canada
$3.91M +$1.48M +13,040 +70%
VI
241
Vestcor Inc
New Brunswick, Canada
$3.88M +$72.8K +639 +2%
HFS
242
Hantz Financial Services
Michigan
$3.88M -$40.3K -354 -1%
HighTower Advisors
243
HighTower Advisors
Illinois
$3.88M +$662K +5,816 +23%
SOADOR
244
State of Alaska Department of Revenue
Alaska
$3.87M -$161K -1,416 -4%
CSS
245
Cubist Systematic Strategies
Connecticut
$3.86M +$236K +2,069 +7%
BNP Paribas Asset Management
246
BNP Paribas Asset Management
France
$3.7M -$872K -7,654 -20%
BG
247
Bollard Group
Massachusetts
$3.66M -$1.14M -9,968 -25%
SAM
248
Shell Asset Management
Netherlands
$3.65M -$303K -2,660 -8%
RIG
249
Roosevelt Investment Group
New York
$3.61M
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
$3.6M +$880K +7,731 +36%

AJG Hedge Fund Activity: Q4 2020 in Review

722 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2020, worth a combined $20.2B — up 20% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new AJG positions and 62 closed out — a net gain of 35 holders — while 239 added to existing stakes and 267 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $459M. The largest seller was BlackRock, cutting an estimated $86.2M.

  • 722 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2020, up from 693 in Q3 2020.
  • Funds reported $20.2B of Arthur J. Gallagher & Co stock for Q4 2020, up 20% quarter-over-quarter.
  • 97 funds opened new Arthur J. Gallagher & Co positions in Q4 2020 and 62 closed out, a net change of +35 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2020 was Fidelity Investments, an estimated $459M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2020 was BlackRock, an estimated $86.2M sold.

Based on aggregated 13F filings for Q4 2020.