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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
TNBTD
526
Trustmark National Bank Trust Department
Mississippi
$310K -$55.5K -460 -16%
PFA
527
Pathway Financial Advisors
Vermont
$308K
BAM
528
Belpointe Asset Management
Nevada
$305K +$28.4K +235 +11%
OSAM
529
O'Shaughnessy Asset Management
Connecticut
$303K +$86.3K +715 +42%
SG
530
Stonnington Group
California
$302K +$253K +2,100 New
WG
531
Winton Group
United Kingdom
$300K +$290K +2,402 New
LOPW
532
Live Oak Private Wealth
North Carolina
$299K
VAS
533
Vestmark Advisory Solutions
Massachusetts
$299K +$13.2K +109 +5%
RC
534
Roundview Capital
New Jersey
$298K
CAM
535
Cresset Asset Management
Illinois
$295K +$2.05K +17 +0.7%
Verition Fund Management
536
Verition Fund Management
Connecticut
$289K +$279K +2,313 New
AWCI
537
Alpine Woods Capital Investors
New York
$288K
MA
538
Montag & Associates
Georgia
$287K
VC
539
Vestor Capital
Illinois
$287K
GSAM
540
Grant Street Asset Management
Pennsylvania
$286K +$138K +1,146 +100%
DADC
541
D.A. Davidson & Co
Montana
$281K
SFA
542
Sequoia Financial Advisors
Ohio
$279K +$270K +2,237 New
SFS
543
Sowell Financial Services
Arkansas
$278K +$67.7K +561 +43%
SO
544
STRS Ohio
Ohio
$276K -$24.9M -206,000 -99%
WDC
545
Woodward Diversified Capital
California
$276K -$39.1K -324 -13%
CCP
546
Corient Capital Partners
California
$276K +$21.8K +181 +9%
BF
547
BOK Financial
Oklahoma
$275K -$123K -1,020 -32%
MAFM
548
Mid Atlantic Financial Management
Pennsylvania
$274K -$227K -1,878 -46%
BC
549
Bartlett & Co
Ohio
$272K
BCWM
550
Bartlett & Co Wealth Management
Ohio
$272K

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.