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Arthur J. Gallagher & Co

853 hedge funds and large institutions have $29.2B invested in Arthur J. Gallagher & Co in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 299 increasing their positions, 265 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 50

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

13% more capital invested

Capital invested by funds: $25.8B → $29.2B (+$3.44B)

13% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 265

10% more funds holding

Funds holding: 772853 (+81)

0.14% less ownership

Funds ownership: 85.69%85.55% (-0.14%)

2% less call options, than puts

Call options by funds: $26.4M | Put options by funds: $26.9M

Holders
853
Holders Change
+81
Holders Change %
+10.49%
% of All Funds
13.13%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.45%
New
143
Increased
299
Reduced
265
Closed
50
Calls
$26.4M
Puts
$26.9M
Net Calls
-$528K
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
426
Simplicity Solutions
Minnesota
$996K +$552K +3,376 +135%
SFI
427
Siemens Fonds Invest
Germany
$994K -$73K -447 -7%
SAM
428
Seelaus Asset Management
New Jersey
$983K -$5.72K -35 -0.6%
MSCM
429
McElhenny Sheffield Capital Management
Texas
$981K +$186K +1,140 +25%
WIS
430
Wright Investors Service
Connecticut
$974K -$3.43K -21 -0.4%
E
431
Ergoteles
New York
$970K +$934K +5,717 New
OSAM
432
O'Shaughnessy Asset Management
Connecticut
$957K +$231K +1,415 +33%
CIM
433
Contravisory Investment Management
Massachusetts
$951K +$63.4K +388 +7%
KRSITF
434
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$949K +$66.7K +408 +8%
AP
435
Advisor Partners
California
$930K +$21.4K +131 +2%
ASN
436
Advisory Services Network
Georgia
$926K +$132K +806 +17%
DI
437
Disciplined Investments
Oklahoma
$925K -$163K -1,000 -15%
PG
438
Pendal Group
Australia
$924K +$890K +5,444 New
WMSA
439
Weiss Multi-Strategy Advisers
New York
$914K +$880K +5,385 New
NIMI
440
Natixis Investment Managers International
France
$895K
EWM
441
Evercore Wealth Management
New York
$893K
CAAS
442
Capital Asset Advisory Services
Michigan
$893K +$51.5K +315 +6%
TFP
443
Tilia Fiduciary Partners
North Carolina
$884K +$851K +5,210 New
KTA
444
Keeley-Teton Advisors
Illinois
$882K -$1.26M -7,691 -60%
PFG
445
PAX Financial Group
Texas
$882K -$22.6K -138 -3%
KA
446
Kintegral Advisory
New York
$880K
BBVA
447
Banco Bilbao Vizcaya Argentaria
Spain
$876K +$19.9K +122 +2%
DA
448
DCM Advisors
New York
$865K +$261K +1,598 +46%
AIL
449
AGF Investments LLC
Ontario, Canada
$853K +$133K +811 +19%
BRWM
450
B. Riley Wealth Management
Tennessee
$848K

AJG Hedge Fund Activity: Q4 2021 in Review

853 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2021, worth a combined $29.2B — up 13% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new AJG positions and 50 closed out — a net gain of 93 holders — while 299 added to existing stakes and 265 trimmed.

The largest buyer was Norges Bank, adding an estimated $320M. The largest seller was BlackRock, cutting an estimated $480M.

  • 853 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2021, up from 772 in Q3 2021.
  • Funds reported $29.2B of Arthur J. Gallagher & Co stock for Q4 2021, up 13% quarter-over-quarter.
  • 143 funds opened new Arthur J. Gallagher & Co positions in Q4 2021 and 50 closed out, a net change of +93 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2021 was Norges Bank, an estimated $320M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2021 was BlackRock, an estimated $480M sold.

Based on aggregated 13F filings for Q4 2021.