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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
CAAS
426
Capital Asset Advisory Services
Michigan
$559K +$63.2K +524 +13%
BCM
427
Bayesian Capital Management
New York
$559K +$93.9K +778 +21%
BUB
428
BBVA USA Bancshares
Texas
$558K
BRWA
429
B. Riley Wealth Advisors
Florida
$557K -$3.5K -29 -0.6%
S
430
Seeyond
France
$556K
RC
431
RegentAtlantic Capital
New Jersey
$556K +$538K +4,454 New
VCM
432
Virtue Capital Management
Tennessee
$555K -$82.7K -685 -13%
WSTAM
433
Wilbanks Smith & Thomas Asset Management
Virginia
$551K
TW
434
TrinityPoint Wealth
Connecticut
$549K -$7.36K -61 -1%
DCM
435
Dupont Capital Management
Delaware
$544K -$162K -1,340 -23%
FT
436
Fiduciary Trust
Massachusetts
$543K
SS
437
Sunbelt Securities
Texas
$542K -$41.5K -344 -7%
EIP
438
Ellis Investment Partners
Pennsylvania
$541K
GSBTD
439
Glenview State Bank Trust Department
Illinois
$541K
JWCA
440
J.W. Coons Advisors
Ohio
$541K +$82.7K +685 +19%
BBVA
441
Banco Bilbao Vizcaya Argentaria
Spain
$537K +$12.4K +103 +2%
DJSG
442
D.J. St. Germain
Massachusetts
$523K
V
443
Veritable
Delaware
$522K +$2.29K +19 +0.5%
AIM
444
Anchor Investment Management
South Carolina
$512K +$318K +2,635 +180%
WCM
445
Weld Capital Management
New York
$506K +$489K +4,054 New
SC
446
Savant Capital
Illinois
$505K -$22.1K -183 -4%
CFGS
447
Concourse Financial Group Securities
Alabama
$503K +$31.6K +262 +7%
GBT
448
Grove Bank & Trust
Florida
$501K
EI
449
Ethic Inc
New York
$500K +$221K +1,832 +84%
RIL
450
Rothschild Investment LLC
Illinois
$499K

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.