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Arthur J. Gallagher & Co

853 hedge funds and large institutions have $29.2B invested in Arthur J. Gallagher & Co in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 299 increasing their positions, 265 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 50

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

13% more capital invested

Capital invested by funds: $25.8B → $29.2B (+$3.44B)

13% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 265

10% more funds holding

Funds holding: 772853 (+81)

0.14% less ownership

Funds ownership: 85.69%85.55% (-0.14%)

2% less call options, than puts

Call options by funds: $26.4M | Put options by funds: $26.9M

Holders
853
Holders Change
+81
Holders Change %
+10.49%
% of All Funds
13.13%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.45%
New
143
Increased
299
Reduced
265
Closed
50
Calls
$26.4M
Puts
$26.9M
Net Calls
-$528K
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
351
Avantax Advisory Services
Texas
$2.06M -$1.31K -8 -0.1%
ONST
352
Old North State Trust
North Carolina
$2.06M
SBIA
353
Sheaff Brock Investment Advisors
Indiana
$2.05M
SCM
354
Sitrin Capital Management
California
$2.05M
AI
355
AdvisorShares Investments
Maryland
$2.04M +$1.96M +12,000 New
Cambridge Investment Research Advisors
356
Cambridge Investment Research Advisors
Iowa
$2.03M -$194K -1,185 -9%
SBH
357
Segall Bryant & Hamill
Illinois
$2.01M -$48.5K -297 -2%
RA
358
RFG Advisory
Alabama
$1.97M -$59.6K -365 -3%
GAM
359
Gotham Asset Management
New York
$1.96M -$829K -5,073 -30%
Parallax Volatility Advisers
360
Parallax Volatility Advisers
California
$1.96M +$1.59M +9,700 +526%
KAS
361
Kestra Advisory Services
Texas
$1.95M -$39.7K -243 -2%
CWM
362
Cabot Wealth Management
Massachusetts
$1.9M -$269K -1,647 -13%
PWPS
363
Pinnacle Wealth Planning Services
Ohio
$1.88M -$3.6K -22 -0.2%
AFM
364
Andesa Financial Management
Pennsylvania
$1.88M
Pacer Advisors
365
Pacer Advisors
Pennsylvania
$1.83M -$2.92M -17,850 -62%
EP
366
Edgestream Partners
New Jersey
$1.82M -$3.08M -18,867 -64%
EOJOAM
367
E. Ohman J:or Asset Management
Sweden
$1.82M +$376K +2,300 +27%
SW
368
SVB Wealth
Massachusetts
$1.79M -$78.4K -480 -4%
Nordea Investment Management
369
Nordea Investment Management
Sweden
$1.78M +$53.8K +329 +3%
BEI
370
Benjamin Edwards Inc
Missouri
$1.76M +$361K +2,207 +27%
FCBT
371
First Citizens Bank & Trust
North Carolina
$1.76M -$534K -3,270 -24%
BMSSC
372
B. Metzler seel. Sohn & Co
Germany
$1.73M +$559K +3,418 +50%
TI
373
Trexquant Investment
Connecticut
$1.72M +$1.66M +10,139 New
Tudor Investment Corp
374
Tudor Investment Corp
Connecticut
$1.71M +$1.64M +10,059 New
ACM
375
AlphaCrest Capital Management
New York
$1.68M +$1.62M +9,890 New

AJG Hedge Fund Activity: Q4 2021 in Review

853 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2021, worth a combined $29.2B — up 13% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new AJG positions and 50 closed out — a net gain of 93 holders — while 299 added to existing stakes and 265 trimmed.

The largest buyer was Norges Bank, adding an estimated $320M. The largest seller was BlackRock, cutting an estimated $480M.

  • 853 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2021, up from 772 in Q3 2021.
  • Funds reported $29.2B of Arthur J. Gallagher & Co stock for Q4 2021, up 13% quarter-over-quarter.
  • 143 funds opened new Arthur J. Gallagher & Co positions in Q4 2021 and 50 closed out, a net change of +93 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2021 was Norges Bank, an estimated $320M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2021 was BlackRock, an estimated $480M sold.

Based on aggregated 13F filings for Q4 2021.