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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
ANRIA
376
American National Registered Investment Advisor
Texas
$1.02M -$354K -3,110 -27%
CCM
377
Cox Capital Management
Massachusetts
$1.02M +$25.4K +223 +3%
CP
378
Covenant Partners
Tennessee
$1.01M +$140K +1,227 +18%
PFS
379
Prospera Financial Services
Texas
$1M +$906K +7,953 +5,164%
RWA
380
Ropes Wealth Advisors
Massachusetts
$993K -$114K -1,000 -11%
MCCP
381
Mission Creek Capital Partners
California
$979K
FC
382
FORA Capital
Florida
$917K +$471K +4,134 +126%
EIM
383
Essex Investment Management
Massachusetts
$898K -$3.76K -33 -0.5%
WA
384
WESPAC Advisors
California
$896K +$34.3K +301 +4%
PAG
385
Private Advisor Group
New Jersey
$883K +$198K +1,738 +32%
GC
386
Grimes & Company
Massachusetts
$872K
Mercer Global Advisors
387
Mercer Global Advisors
Colorado
$866K -$32.6K -286 -4%
IRF
388
IBM Retirement Fund
New York
$866K +$100K +881 +14%
Nomura Holdings
389
Nomura Holdings
Japan
$860K -$717K -6,297 -48%
Parallax Volatility Advisers
390
Parallax Volatility Advisers
California
$853K -$1.26M -11,065 -62%
Boston Partners
391
Boston Partners
Massachusetts
$847K -$158K -1,387 -17%
WA
392
WBH Advisory
Maryland
$842K -$102K -900 -11%
AIL
393
AGF Investments LLC
Ontario, Canada
$841K -$754K -6,624 -49%
CI
394
Cigna Investments
Connecticut
$832K +$61.5K +540 +9%
CFA
395
Carroll Financial Associates
North Carolina
$820K +$2.16K +19 +0.3%
SC
396
SRB Corp
Massachusetts
$820K +$755K +6,626 New
ACG
397
Allen Capital Group
Nebraska
$810K
O
398
Ossiam
France
$810K +$746K +6,550 New
OIA
399
OneDigital Investment Advisors
Kansas
$806K -$33.9K -298 -4%
SAM
400
Storebrand Asset Management
Norway
$801K -$80.3K -705 -10%

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.