We are live on ! Find out more
AJG icon

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
DI
376
Disciplined Investments
Oklahoma
$884K +$855K +7,088 New
GC
377
Grimes & Company
Massachusetts
$880K
WA
378
WBH Advisory
Maryland
$880K
OTPPB
379
Ontario Teachers' Pension Plan Board
Ontario, Canada
$879K +$401K +3,322 +89%
WA
380
WESPAC Advisors
California
$875K -$27.8K -230 -3%
CI
381
Cigna Investments
Connecticut
$862K +$22.7K +188 +3%
O
382
Ossiam
France
$862K +$43.1K +357 +5%
HI
383
Horizon Investments
North Carolina
$862K +$834K +6,910 New
EIM
384
Essex Investment Management
Massachusetts
$858K -$45.5K -377 -5%
Mercer Global Advisors
385
Mercer Global Advisors
Colorado
$847K -$25K -207 -3%
CFA
386
Carroll Financial Associates
North Carolina
$827K
OIA
387
OneDigital Investment Advisors
Kansas
$812K -$483 -4 -0.1%
ACG
388
Allen Capital Group
Nebraska
$811K -$6.03K -50 -0.8%
OAM
389
Oppenheimer Asset Management
New York
$810K +$30.2K +250 +4%
IRF
390
IBM Retirement Fund
New York
$809K -$62.4K -517 -7%
FSC
391
Full Sail Capital
Oklahoma
$806K
HC
392
Hourglass Capital
Texas
$800K
Boston Partners
393
Boston Partners
Massachusetts
$789K -$64K -530 -8%
Wolverine Trading
394
Wolverine Trading
Illinois
$767K -$513K -4,252 -41%
CP
395
Covenant Partners
Tennessee
$760K -$251K -2,078 -25%
AP
396
Advisor Partners
California
$757K +$64.9K +538 +10%
PAMG
397
Patton Albertson Miller Group
Tennessee
$749K -$6.64K -55 -0.9%
NB
398
Norinchukin Bank
Japan
$746K +$36.9K +306 +5%
SAM
399
Seelaus Asset Management
New Jersey
$737K +$22.9K +190 +3%
IMRF
400
Illinois Municipal Retirement Fund
Illinois
$735K +$170K +1,410 +31%

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.