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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
CCT
501
Country Club Trust
Missouri
$377K
MIM
502
Merrion Investment Management
New Jersey
$374K
TW
503
Transform Wealth
Colorado
$371K -$6.88K -57 -2%
ST
504
Somerset Trust
Pennsylvania
$371K +$5.79K +48 +2%
HSA
505
HBK Sorce Advisory
Pennsylvania
$368K +$3.86K +32 +1%
ECM
506
Everence Capital Management
Indiana
$366K
ATC
507
Argent Trust Co
Tennessee
$365K -$11.7K -97 -3%
LS
508
Livforsakringsbolaget Skandia
Sweden
$362K
PI
509
Putnam Investments
Massachusetts
$361K -$1.15M -9,546 -77%
HKAM
510
Horizon Kinetics Asset Management
New York
$360K +$10K +83 +3%
DIA
511
Dana Investment Advisors
Wisconsin
$358K
WB
512
Webster Bank
Connecticut
$356K
PIA
513
Pinion Investment Advisors
Kansas
$351K +$13.3K +110 +4%
GIA
514
Guyasuta Investment Advisors
Pennsylvania
$349K -$4.22K -35 -1%
AIP
515
Ameritas Investment Partners
Nebraska
$349K
YMRC
516
Yorktown Management & Research Company
Virginia
$349K
CCA
517
Checchi Capital Advisers
California
$341K +$10.3K +85 +3%
AWP
518
Ascent Wealth Partners
New York
$336K -$298K -2,472 -48%
LW
519
Linscomb Wealth
Texas
$336K -$12.1K -100 -4%
MHS
520
M Holdings Securities
Oregon
$328K +$317K +2,630 New
EH
521
Employers Holdings
Nevada
$325K
GWSG
522
GPS Wealth Strategies Group
Colorado
$324K +$20.3K +168 +7%
JIP
523
JBJ Investment Partners
South Carolina
$315K +$3.14K +26 +1%
RMCM
524
Reynders McVeigh Capital Management
Massachusetts
$314K -$180K -1,490 -37%
CPA
525
Court Place Advisors
Maryland
$312K

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.