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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
UFG
351
United Fire Group
Iowa
$1.28M
BEI
352
Benjamin Edwards Inc
Missouri
$1.26M +$68.7K +603 +6%
Wolverine Trading
353
Wolverine Trading
Illinois
$1.26M +$810K +7,109 +219%
BMSSC
354
B. Metzler seel. Sohn & Co
Germany
$1.22M +$1.14M +10,047 New
CPIG
355
Chicago Partners Investment Group
Illinois
$1.22M +$5.35K +47 +0.5%
CCM
356
Coldstream Capital Management
Washington
$1.22M +$208K +1,825 +23%
OC
357
Oppenheimer & Co
New York
$1.2M +$17.5K +154 +2%
BA
358
Ballew Advisors
Mississippi
$1.19M
TRCT
359
Tower Research Capital (TRC)
New York
$1.17M +$615K +5,403 +133%
LIM
360
Leavell Investment Management
Alabama
$1.16M
EAMA
361
EFG Asset Management (Americas)
Florida
$1.16M +$48.3K +424 +5%
DT
362
Diversified Trust
Tennessee
$1.15M -$48.2K -423 -4%
CIC
363
Crawford Investment Counsel
Georgia
$1.12M -$75.4K -662 -7%
B
364
BP
United Kingdom
$1.11M -$986K -8,662 -49%
CS
365
Candriam SCA
Luxembourg
$1.1M -$135K -1,187 -12%
Macquarie Group
366
Macquarie Group
Australia
$1.09M +$310K +2,718 +44%
Neuberger Berman Group
367
Neuberger Berman Group
New York
$1.07M -$298K -2,615 -23%
PTC
368
Private Trust Company
Ohio
$1.06M -$1.14K -10 -0.1%
BPM
369
Bowling Portfolio Management
Ohio
$1.05M -$85.8K -753 -8%
WTC
370
WhitTier Trust Company
Nevada
$1.04M
FNT
371
First Nebraska Trust
Nebraska
$1.03M -$11.4K -100 -1%
X
372
Xponance
Pennsylvania
$1.03M +$58.2K +511 +7%
JWM
373
Janiczek Wealth Management
Colorado
$1.02M +$1.02K +9 +0.1%
RJT
374
Raymond James Trust
Florida
$1.02M -$24.3K -213 -3%
Northwestern Mutual Wealth Management
375
Northwestern Mutual Wealth Management
Wisconsin
$1.02M +$7.97K +70 +0.9%

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.