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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
PFS
351
Prospera Financial Services
Texas
$1.18M +$164K +1,358 +17%
LIM
352
Leavell Investment Management
Alabama
$1.17M +$3.38K +28 +0.3%
OC
353
Oppenheimer & Co
New York
$1.13M -$70.2K -582 -6%
CIC
354
Crawford Investment Counsel
Georgia
$1.13M
Macquarie Group
355
Macquarie Group
Australia
$1.13M +$22.9K +190 +2%
RJT
356
Raymond James Trust
Florida
$1.1M +$68.4K +567 +7%
NMIMC
357
Northwestern Mutual Investment Management Company
Wisconsin
$1.1M -$214K -1,771 -17%
Neuberger Berman Group
358
Neuberger Berman Group
New York
$1.08M +$38K +315 +4%
JG
359
Jefferies Group
New York
$1.08M -$669K -5,540 -39%
FNT
360
First Nebraska Trust
Nebraska
$1.07M +$30.2K +250 +3%
SBH
361
Segall Bryant & Hamill
Illinois
$1.07M -$268K -2,217 -20%
CS
362
Candriam SCA
Luxembourg
$1.06M
CCM
363
Cox Capital Management
Massachusetts
$1.06M +$30.8K +255 +3%
WTC
364
WhitTier Trust Company
Nevada
$1.05M
X
365
Xponance
Pennsylvania
$1.04M +$1.45K +12 +0.1%
JWM
366
Janiczek Wealth Management
Colorado
$1.03M
ANRIA
367
American National Registered Investment Advisor
Texas
$1.02M -$603 -5 -0.1%
MCCP
368
Mission Creek Capital Partners
California
$987K
LIA
369
LS Investment Advisors
Michigan
$955K -$706K -5,852 -43%
PTC
370
Private Trust Company
Ohio
$955K -$106K -881 -10%
TC
371
Toews Corporation
New Jersey
$936K +$905K +7,500 New
B
372
BP
United Kingdom
$923K -$186K -1,543 -17%
SAM
373
Storebrand Asset Management
Norway
$921K +$109K +907 +14%
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$921K -$103K -853 -10%
EOJOAM
375
E. Ohman J:or Asset Management
Sweden
$898K +$338K +2,800 +64%

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.