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Arthur J. Gallagher & Co

730 hedge funds and large institutions have $20.1B invested in Arthur J. Gallagher & Co in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 257 increasing their positions, 264 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

468% more call options, than puts

Call options by funds: $42.2M | Put options by funds: $7.43M

25% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 57

1% more funds holding

Funds holding: 722730 (+8)

0.35% less ownership

Funds ownership: 85.15%84.8% (-0.35%)

0% less capital invested

Capital invested by funds: $20.2B → $20.1B (-$74.2M)

3% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 264

35% less funds holding in top 10

Funds holding in top 10: 2013 (-7)

Holders
730
Holders Change
+8
Holders Change %
+1.11%
% of All Funds
12.82%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.23%
New
71
Increased
257
Reduced
264
Closed
57
Calls
$42.2M
Puts
$7.43M
Net Calls
+$34.8M
Net Calls Change
-$562K
Name Holding Trade Value Shares
Change
Change in
Stake
BMO
226
Beck Mack & Oliver
New York
$4.37M
NSIM
227
North Star Investment Management
Illinois
$4.24M
LWMG
228
Levy Wealth Management Group
Pennsylvania
$4.22M -$854K -7,072 -17%
CIBC Asset Management
229
CIBC Asset Management
Ontario, Canada
$4.2M +$2.09M +17,347 +106%
PSUF
230
People's United Financial
Connecticut
$4.18M +$40.8K +338 +1%
GIBU
231
Gulf International Bank (UK)
United Kingdom
$4.17M -$686K -5,682 -15%
KLCM
232
KG&L Capital Management
Louisiana
$4.16M -$198K -1,640 -5%
JWM
233
Jackson Wealth Management
Florida
$4.11M +$12.7K +105 +0.3%
CIBC World Market
234
CIBC World Market
Ontario, Canada
$4.09M +$142K +1,173 +4%
JIR
235
James Investment Research
Ohio
$4.06M +$2.19M +18,156 +126%
BFS
236
Bradley Foster & Sargent
Connecticut
$4.05M -$6.76K -56 -0.2%
TPSF
237
Texas Permanent School Fund
Texas
$4.04M -$44.8K -371 -1%
MSL
238
Mackay Shields LLC
New York
$4.01M -$4.95K -41 -0.1%
BCIM
239
British Columbia Investment Management
British Columbia, Canada
$3.93M -$91.1K -755 -2%
TPCM
240
Three Peaks Capital Management
Colorado
$3.89M -$67.2K -557 -2%
HFS
241
Hantz Financial Services
Michigan
$3.89M -$28.1K -233 -0.7%
VI
242
Vestcor Inc
New Brunswick, Canada
$3.8M -$117K -967 -3%
SOADOR
243
State of Alaska Department of Revenue
Alaska
$3.79M -$108K -896 -3%
CM
244
Crestline Management
Texas
$3.77M +$3.65M +30,259 New
WHG
245
Westwood Holdings Group
Texas
$3.74M -$452K -3,745 -11%
FLI
246
Family Legacy Inc
South Carolina
$3.73M -$417K -3,454 -10%
CI Investments Inc
247
CI Investments Inc
Ontario, Canada
$3.72M -$12.1M -100,129 -77%
BG
248
Bollard Group
Massachusetts
$3.71M +$12.8K +106 +0.4%
AAM
249
Advisors Asset Management
Colorado
$3.69M -$378K -3,132 -10%
RIG
250
Roosevelt Investment Group
New York
$3.64M

AJG Hedge Fund Activity: Q1 2021 in Review

730 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q1 2021, worth a combined $20.1B — down 0.37% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new AJG positions and 57 closed out — a net gain of 14 holders — while 257 added to existing stakes and 264 trimmed.

The largest buyer was Vanguard Group, adding an estimated $165M. The largest seller was Charles Schwab, cutting an estimated $77.8M.

  • 730 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q1 2021, up from 722 in Q4 2020.
  • Funds reported $20.1B of Arthur J. Gallagher & Co stock for Q1 2021, down 0.37% quarter-over-quarter.
  • 71 funds opened new Arthur J. Gallagher & Co positions in Q1 2021 and 57 closed out, a net change of +14 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q1 2021 was Vanguard Group, an estimated $165M added.
  • The largest Arthur J. Gallagher & Co seller in Q1 2021 was Charles Schwab, an estimated $77.8M sold.

Based on aggregated 13F filings for Q1 2021.