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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
WT
301
Whittier Trust
California
$1.88M -$158K -1,313 -8%
FAB
302
First American Bank
Illinois
$1.88M -$36.2K -300 -2%
TRSOTSOK
303
Teachers Retirement System of the State of Kentucky
Kentucky
$1.88M -$151K -1,250 -8%
MSRPS
304
Maryland State Retirement & Pension System
Maryland
$1.82M +$1.39M +11,521 +373%
SM
305
Sciencast Management
New Jersey
$1.82M +$1.68M +13,895 New
SBIA
306
Sheaff Brock Investment Advisors
Indiana
$1.76M
EMPI
307
Elo Mutual Pension Insurance
Finland
$1.73M +$31.6K +262 +2%
BAM
308
Blueshift Asset Management
New Jersey
$1.73M +$1.67M +13,840 New
SCM
309
Sirios Capital Management
Massachusetts
$1.71M -$2.38M -19,688 -59%
FLPIM
310
F.L. Putnam Investment Management
Massachusetts
$1.71M -$15K -124 -0.9%
CSS
311
Cubist Systematic Strategies
Connecticut
$1.69M -$2.13M -17,669 -57%
KTA
312
Keeley-Teton Advisors
Illinois
$1.67M -$345K -2,855 -18%
SGI
313
Summit Global Investments
Utah
$1.66M -$36.9K -306 -2%
AIM
314
Achmea Investment Management
Netherlands
$1.63M +$238K +1,970 +18%
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$1.62M +$128K +1,064 +9%
CWM
316
Cabot Wealth Management
Massachusetts
$1.6M +$17.7K +147 +1%
Janney Montgomery Scott
317
Janney Montgomery Scott
Pennsylvania
$1.6M -$39.2K -325 -2%
IG
318
ING Group
Netherlands
$1.6M +$8.45K +70 +0.5%
FNBOO
319
First National Bank of Omaha
Nebraska
$1.58M -$3.98K -33 -0.3%
ONST
320
Old North State Trust
North Carolina
$1.58M -$60.3K -500 -4%
RA
321
RFG Advisory
Alabama
$1.58M +$18.7K +155 +1%
AAS
322
Avantax Advisory Services
Texas
$1.56M -$1.81K -15 -0.1%
NMERB
323
New Mexico Educational Retirement Board
New Mexico
$1.52M
NVIM
324
New Vernon Investment Management
Illinois
$1.51M
SC
325
SRB Corp
Massachusetts
$1.51M +$666K +5,517 +83%

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.