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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
SWM
276
Segment Wealth Management
Texas
$2.84M -$159K -1,395 -6%
CI
277
CX Institutional
Indiana
$2.82M -$530K -4,656 -17%
Mackenzie Financial
278
Mackenzie Financial
Ontario, Canada
$2.8M +$2.09M +18,348 +431%
SCM
279
Stonebridge Capital Management
California
$2.79M
HIMCH
280
Hartford Investment Management Co (HIMCO)
Connecticut
$2.72M +$221K +1,943 +10%
DnB Asset Management
281
DnB Asset Management
Norway
$2.7M +$351K +3,081 +16%
Mariner
282
Mariner
Kansas
$2.52M +$764K +6,705 +49%
OAM
283
Origin Asset Management
United Kingdom
$2.51M
Cambridge Investment Research Advisors
284
Cambridge Investment Research Advisors
Iowa
$2.49M -$173K -1,516 -7%
NAM
285
Nissay Asset Management
Japan
$2.44M +$131K +1,147 +6%
TPCW
286
TD Private Client Wealth
New York
$2.32M +$310K +2,718 +17%
Ensign Peak Advisors
287
Ensign Peak Advisors
Utah
$2.25M -$734K -6,445 -26%
GWM
288
Geneos Wealth Management
Colorado
$2.24M +$95.4K +838 +4%
II
289
IFM Investors
Australia
$2.23M +$247K +2,172 +14%
Jane Street
290
Jane Street
New York
$2.23M +$1.64M +14,405 +403%
BB
291
Busey Bank
Illinois
$2.17M -$39.9K -350 -2%
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$2.16M -$223K -1,962 -10%
SAM
293
Securian Asset Management
Minnesota
$2.1M -$53.8K -472 -3%
GAM
294
Gotham Asset Management
New York
$2.09M +$1.28M +11,220 +197%
LWMM
295
Legacy Wealth Management (Mississippi)
Mississippi
$2.09M -$157K -1,380 -8%
PAS
296
Park Avenue Securities
New York
$2.07M +$355K +3,115 +23%
BOC
297
Barbara Oil Co
Illinois
$2.04M
WT
298
Whittier Trust
California
$2.03M -$54.9K -482 -3%
CIBC Asset Management
299
CIBC Asset Management
Ontario, Canada
$2.02M -$2.85K -25 -0.2%
TRSOTSOK
300
Teachers Retirement System of the State of Kentucky
Kentucky
$2.02M

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.