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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
TTWM
451
TCV Trust & Wealth Management
Virginia
$837K
RC
452
RegentAtlantic Capital
New Jersey
$835K +$37.3K +228 +5%
FIM
453
Freedom Investment Management
Connecticut
$820K -$2.94K -18 -0.4%
QT
454
Quantamental Technologies
New York
$820K +$790K +4,834 New
CFGS
455
Concourse Financial Group Securities
Alabama
$815K +$31.4K +192 +4%
OAM
456
Oppenheimer Asset Management
New York
$812K +$15K +92 +2%
GAAM
457
Guinness Atkinson Asset Management
California
$811K -$51.5K -315 -6%
IWA
458
IBEX Wealth Advisors
New Jersey
$811K +$96.4K +590 +14%
VPIM
459
Vanguard Personalized Indexing Management
California
$806K +$188K +1,148 +32%
SC
460
Savant Capital
Illinois
$805K +$23.9K +146 +3%
OQS
461
Occudo Quantitative Strategies
Florida
$800K -$202K -1,235 -21%
CI
462
Cigna Investments
Connecticut
$799K -$267K -1,636 -26%
BTWM
463
Baker Tilly Wealth Management
Wisconsin
$796K +$188K +1,150 +32%
HWIS
464
Hancock Whitney Investment Services
Louisiana
$794K +$761K +4,657 New
FNBOO
465
First National Bank of Omaha
Nebraska
$791K -$964K -5,899 -56%
Walleye Trading
466
Walleye Trading
New York
$777K +$171K +1,045 +30%
WSTAM
467
Wilbanks Smith & Thomas Asset Management
Virginia
$771K -$6.86K -42 -0.9%
FT
468
Fiduciary Trust
Massachusetts
$757K
DC
469
Davenport & Co
Virginia
$742K +$474K +2,898 +197%
Neuberger Berman Group
470
Neuberger Berman Group
New York
$741K +$333K +2,038 +61%
Fisher Asset Management
471
Fisher Asset Management
Washington
$737K +$710K +4,343 New
EIP
472
Ellis Investment Partners
Pennsylvania
$735K
FSC
473
Full Sail Capital
Oklahoma
$720K -$245K -1,500 -24%
AWM
474
Apollon Wealth Management
South Carolina
$714K -$98.4K -602 -13%
JWCA
475
J.W. Coons Advisors
Ohio
$714K -$94.8K -580 -12%

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.