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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
KA
526
Kozak & Associates
Colorado
$328K +$315K +2,769 New
PA
527
Profund Advisors
Maryland
$324K -$6.15K -54 -2%
EH
528
Employers Holdings
Nevada
$322K
QI
529
Qtron Investments
Massachusetts
$314K
WDC
530
Woodward Diversified Capital
California
$314K +$289K +2,538 New
TSS
531
Two Sigma Securities
New York
$313K +$288K +2,530 New
Cetera Investment Advisers
532
Cetera Investment Advisers
Illinois
$313K +$289K +2,534 New
CPA
533
Court Place Advisors
Maryland
$309K -$22.8K -200 -7%
JIP
534
JBJ Investment Partners
South Carolina
$309K +$285K +2,501 New
VI
535
Versor Investments
New York
$304K -$187K -1,645 -40%
GWSG
536
GPS Wealth Strategies Group
Colorado
$301K +$42.1K +370 +18%
NIM
537
NuWave Investment Management
New Jersey
$301K +$250K +2,193 +902%
CC
538
Centiva Capital
New York
$301K +$277K +2,430 New
CI
539
Conning Inc
Connecticut
$300K +$1.14K +10 +0.4%
IAN
540
Integrated Advisors Network
Texas
$299K -$5.35K -47 -2%
LOPW
541
Live Oak Private Wealth
North Carolina
$297K
WBC
542
West Branch Capital
Massachusetts
$296K
RC
543
Roundview Capital
New Jersey
$295K
PWPS
544
Pinnacle Wealth Planning Services
Ohio
$292K +$5.01K +44 +2%
APA
545
American Portfolios Advisors
New York
$291K -$539K -4,734 -67%
CAM
546
Cresset Asset Management
Illinois
$291K -$166K -1,462 -38%
AWCI
547
Alpine Woods Capital Investors
New York
$286K -$194K -1,700 -42%
MFG
548
Menard Financial Group
Texas
$286K -$33.6K -295 -11%
VC
549
Vestor Capital
Illinois
$285K
MA
550
Montag & Associates
Georgia
$285K +$262K +2,300 New

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.