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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
ERSOT
251
Employees Retirement System of Texas
Texas
$3.4M
CTC
252
Central Trust Company
Missouri
$3.38M -$224K -1,858 -6%
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$3.38M
Commonwealth Equity Services
254
Commonwealth Equity Services
Massachusetts
$3.24M +$55K +456 +2%
EB
255
Eastern Bank
Massachusetts
$3.22M +$81.6K +676 +3%
BCM
256
Brookmont Capital Management
Texas
$3.2M -$101K -833 -3%
Public Employees Retirement Association of Colorado
257
Public Employees Retirement Association of Colorado
Colorado
$3.19M
MOACM
258
Mutual of America Capital Management
New York
$3.13M +$91.6K +759 +3%
Assenagon Asset Management
259
Assenagon Asset Management
Luxembourg
$3.08M +$2.98M +24,661 New
COPPSERS
260
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.02M +$24.1K +200 +0.8%
DnB Asset Management
261
DnB Asset Management
Norway
$2.97M +$234K +1,942 +9%
SWM
262
Segment Wealth Management
Texas
$2.97M +$101K +833 +4%
MLICM
263
Metropolitan Life Insurance Company (MetLife)
New York
$2.95M -$124K -1,024 -4%
RBA
264
Richard Bernstein Advisors
New York
$2.9M
PNC Financial Services Group
265
PNC Financial Services Group
Pennsylvania
$2.9M -$46.2K -383 -2%
Ensign Peak Advisors
266
Ensign Peak Advisors
Utah
$2.87M +$582K +4,825 +27%
GWM
267
Geneos Wealth Management
Colorado
$2.81M -$83.9K -695 -3%
AFM
268
Andesa Financial Management
Pennsylvania
$2.79M +$1.31M +10,895 +95%
CGH
269
Crossmark Global Holdings
Texas
$2.75M -$349K -2,890 -12%
EP
270
Edgestream Partners
New Jersey
$2.72M -$2.22M -18,401 -46%
CB
271
Commerce Bank
Missouri
$2.66M -$229K -1,897 -8%
JMPWA
272
JP Morgan Private Wealth Advisors
California
$2.64M -$369K -3,055 -13%
HIMCH
273
Hartford Investment Management Co (HIMCO)
Connecticut
$2.63M -$106K -878 -4%
II
274
IFM Investors
Australia
$2.63M +$372K +3,085 +17%
SCM
275
Stonebridge Capital Management
California
$2.6M -$208K -1,725 -8%

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.