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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
4WM
401
44 Wealth Management
Oregon
$714K +$72.8K +603 +12%
WI
402
WBI Investments
New Jersey
$701K +$678K +5,619 New
AWM
403
Apollon Wealth Management
South Carolina
$701K +$679K +5,622 New
OAM
404
Optimal Asset Management
California
$699K +$326K +2,700 +93%
Baird Financial Group
405
Baird Financial Group
Wisconsin
$686K -$64.1M -531,350 -99%
AIC
406
Ameritas Investment Company
Nebraska
$686K +$663K +5,495 New
MME
407
Meag Munich Ergo
Germany
$685K +$663K +5,493 New
WAM
408
World Asset Management
Michigan
$682K -$36.3K -301 -6%
KRSITF
409
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$677K +$36.7K +304 +6%
DA
410
Duality Advisers
Florida
$661K +$639K +5,296 New
EWM
411
Evercore Wealth Management
New York
$660K +$2.9K +24 +0.5%
Mirae Asset Global Investments
412
Mirae Asset Global Investments
South Korea
$656K -$46.1K -382 -7%
GAAM
413
Guinness Atkinson Asset Management
California
$649K +$45.9K +380 +8%
PFG
414
PAX Financial Group
Texas
$648K +$30.5K +253 +5%
CIM
415
Contravisory Investment Management
Massachusetts
$647K -$13.2K -109 -2%
KA
416
Kintegral Advisory
New York
$647K
TTWM
417
TCV Trust & Wealth Management
Virginia
$644K -$96.6K -800 -13%
AIL
418
AGF Investments LLC
Ontario, Canada
$641K -$201K -1,665 -24%
EAM
419
Erste Asset Management
Austria
$641K
SCA
420
Snowden Capital Advisors
New York
$634K +$8.93K +74 +1%
IAN
421
Integrated Advisors Network
Texas
$626K +$315K +2,608 +108%
WCM
422
Washington Capital Management
Washington
$624K
FIM
423
Freedom Investment Management
Connecticut
$613K +$43.8K +363 +8%
SAM
424
Sawgrass Asset Management
Florida
$603K -$123K -1,022 -17%
EGM
425
Engineers Gate Manager
New York
$563K -$89.6K -742 -14%

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.