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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
Mitsubishi UFJ Trust & Banking
26
Mitsubishi UFJ Trust & Banking
Japan
$120M -$6.47M -53,626 -5%
Ameriprise
27
Ameriprise
Minnesota
$117M +$41.2M +341,369 +58%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114M -$6.08M -50,410 -5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$113M +$450K +3,727 +0.4%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$113M +$1.96M +16,257 +2%
APG Asset Management
31
APG Asset Management
Netherlands
$104M +$24.4M +202,207 +26%
UBS AM
32
UBS AM
Illinois
$101M +$48K +398 +0%
Morgan Stanley
33
Morgan Stanley
New York
$101M +$20.1M +166,426 +26%
N
34
Nuveen
North Carolina
$86.7M -$3.88M -32,188 -4%
Deutsche Bank
35
Deutsche Bank
Germany
$86.6M +$7.9M +65,427 +10%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$85.3M +$4.12M +34,116 +5%
CS
37
Credit Suisse
Switzerland
$81.5M -$261K -2,160 -0.3%
Citadel Advisors
38
Citadel Advisors
Florida
$77.9M +$69.4M +575,139 +1,166%
American Century Companies
39
American Century Companies
Missouri
$77.6M -$19.3M -159,891 -20%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$76.6M -$1.55M -12,812 -2%
FPCG
41
Fort Pitt Capital Group
Pennsylvania
$75.4M -$2.9M -24,000 -4%
Goldman Sachs
42
Goldman Sachs
New York
$75.3M -$8.15M -67,567 -10%
RFC
43
Regions Financial Corp
Alabama
$75.2M -$725K -6,008 -1%
FAM
44
Fenimore Asset Management
New York
$74.7M -$838K -6,943 -1%
EVM
45
Eaton Vance Management
Massachusetts
$74.4M -$1.72M -14,219 -2%
Westfield Capital Management
46
Westfield Capital Management
Massachusetts
$72M -$30.6M -253,862 -31%
First Trust Advisors
47
First Trust Advisors
Illinois
$69.1M +$61.4M +508,683 +1,140%
DZ Bank
48
DZ Bank
Germany
$68.1M +$17.3M +142,997 +35%
GRP
49
Global Retirement Partners
California
$64.9M +$74K +613 +0.1%
PPA
50
Parametric Portfolio Associates
Washington
$61.3M +$1.89M +15,692 +3%

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.