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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
TW
451
TrinityPoint Wealth
Connecticut
$524K +$10.1K +89 +2%
DJSG
452
D.J. St. Germain
Massachusetts
$519K
BBVA
453
Banco Bilbao Vizcaya Argentaria
Spain
$519K +$63.4K +557 +15%
V
454
Veritable
Delaware
$516K -$166K -1,456 -26%
KIA
455
KCM Investment Advisors
California
$506K +$192K +1,688 +70%
MAFM
456
Mid Atlantic Financial Management
Pennsylvania
$504K -$25.7K -226 -5%
GBT
457
Grove Bank & Trust
Florida
$497K +$16.5K +145 +4%
RMCM
458
Reynders McVeigh Capital Management
Massachusetts
$495K -$205K -1,800 -31%
BFO
459
Biltmore Family Office
North Carolina
$495K
RIL
460
Rothschild Investment LLC
Illinois
$495K +$456K +4,001 New
CAAS
461
Capital Asset Advisory Services
Michigan
$489K +$99.9K +877 +29%
AWM
462
Avior Wealth Management
Nebraska
$467K -$126K -1,103 -23%
VIA
463
Vident Investment Advisory
Georgia
$466K -$1.48M -12,968 -77%
CFGS
464
Concourse Financial Group Securities
Alabama
$466K +$29K +255 +7%
SXL
465
Summit X LLC
Missouri
$464K -$37.6K -330 -8%
NIMI
466
Natixis Investment Managers International
France
$463K +$427K +3,750 New
OTPPB
467
Ontario Teachers' Pension Plan Board
Ontario, Canada
$460K -$591K -5,186 -58%
BCM
468
Bayesian Capital Management
New York
$458K +$421K +3,700 New
IIC
469
Ironwood Investment Counsel
Arizona
$454K +$114 +1 +0%
JWCA
470
J.W. Coons Advisors
Ohio
$453K -$31.2K -274 -7%
PAG
471
Private Advisory Group
Washington
$451K -$14.8K -130 -3%
ASN
472
Advisory Services Network
Georgia
$445K -$30.9K -271 -7%
SP
473
Symmetry Partners
Connecticut
$444K
WA
474
Winfield Associates
Ohio
$444K
CAM
475
Cozad Asset Management
Illinois
$440K -$38.1K -335 -9%

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.