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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
DJSG
476
D.J. St. Germain
Massachusetts
$712K
V
477
Veritable
Delaware
$706K +$5.23K +32 +0.8%
Assenagon Asset Management
478
Assenagon Asset Management
Luxembourg
$701K -$50M -305,888 -99%
CAN
479
Cetera Advisor Networks
California
$690K -$163 -1 -0%
WI
480
WrapManager Inc
California
$688K +$32K +196 +5%
HI
481
Horizon Investments
North Carolina
$685K +$427K +2,615 +184%
MSS
482
Mitchell Sinkler & Starr
Pennsylvania
$680K +$131K +800 +25%
FCI
483
Financial Counselors Inc
Kansas
$674K +$97.2K +595 +18%
DS
484
DRW Securities
Illinois
$668K +$643K +3,936 New
GBT
485
Grove Bank & Trust
Florida
$662K
GC
486
Gilbert & Cook
Iowa
$660K +$23.4K +143 +4%
Baird Financial Group
487
Baird Financial Group
Wisconsin
$656K -$374K -2,289 -37%
SS
488
Sunbelt Securities
Texas
$653K -$27.8K -170 -4%
ATC
489
Argent Trust Co
Tennessee
$651K -$83.8K -513 -12%
PCG
490
Prosperity Consulting Group
Maryland
$644K +$669K +4,096 New
BCI
491
Brinker Capital Investments
Pennsylvania
$639K +$615K +3,765 New
ACM
492
Allred Capital Management
Texas
$627K -$9.15K -56 -1%
VCM
493
Virtue Capital Management
Tennessee
$622K -$40.2K -246 -6%
AWM
494
Accurate Wealth Management
Florida
$621K +$17.8K +109 +3%
BFA
495
BMS Financial Advisors
South Dakota
$621K +$598K +3,659 New
PAG
496
Private Advisory Group
Washington
$619K
FC
497
FORA Capital
Florida
$618K +$596K +3,645 New
PMA
498
Prudent Man Advisors
Illinois
$617K +$1.8K +11 +0.3%
NF
499
NTB Financial
Colorado
$606K +$583K +3,570 New
SXL
500
Summit X LLC
Missouri
$604K +$3.43K +21 +0.6%

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.