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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
HC
401
Hourglass Capital
Texas
$793K
JF
402
Jump Financial
Illinois
$789K +$727K +6,381 New
OAM
403
Oppenheimer Asset Management
New York
$772K -$14.2K -125 -2%
FCBT
404
First Citizens Bank & Trust
North Carolina
$747K -$202K -1,774 -23%
TTWM
405
TCV Trust & Wealth Management
Virginia
$737K -$15.9K -140 -2%
FSC
406
Full Sail Capital
Oklahoma
$728K
SAM
407
Sawgrass Asset Management
Florida
$724K -$39.9K -350 -6%
PAMG
408
Patton Albertson Miller Group
Tennessee
$712K +$683 +6 +0.1%
SAM
409
Seelaus Asset Management
New Jersey
$707K -$2.85K -25 -0.4%
DCM
410
Dupont Capital Management
Delaware
$706K -$17.8K -156 -3%
NB
411
Norinchukin Bank
Japan
$702K +$1.02K +9 +0.2%
Mirae Asset Global Investments
412
Mirae Asset Global Investments
South Korea
$697K +$142K +1,243 +28%
AP
413
Advisor Partners
California
$684K +$52.6K +462 +9%
IWS
414
Insight Wealth Strategies
California
$679K +$49.4K +434 +9%
CIM
415
Contravisory Investment Management
Massachusetts
$655K -$60.6K -532 -9%
EWM
416
Evercore Wealth Management
New York
$651K
EGM
417
Engineers Gate Manager
New York
$650K -$940K -8,255 -61%
KA
418
Kintegral Advisory
New York
$641K
AWP
419
Ascent Wealth Partners
New York
$639K +$588K +5,167 New
VCM
420
Virtue Capital Management
Tennessee
$635K -$275K -2,416 -32%
KRSITF
421
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$634K +$12K +105 +2%
4WM
422
44 Wealth Management
Oregon
$633K +$583K +5,119 New
Squarepoint
423
Squarepoint
New York
$627K -$6.19M -54,352 -91%
EAM
424
Erste Asset Management
Austria
$620K -$558K -4,900 -49%
SCA
425
Snowden Capital Advisors
New York
$620K +$571K +5,010 New

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.