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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
OAM
526
Occidental Asset Management
California
$515K
MIM
527
Merrion Investment Management
New Jersey
$509K
CCT
528
Country Club Trust
Missouri
$506K
SWA
529
Stratos Wealth Advisors
Ohio
$502K +$11.6K +71 +2%
RIL
530
Rothschild Investment LLC
Illinois
$501K -$172K -1,050 -26%
ECM
531
Everence Capital Management
Indiana
$497K
WDC
532
Woodward Diversified Capital
California
$497K +$59.2K +362 +14%
Northwestern Mutual Wealth Management
533
Northwestern Mutual Wealth Management
Wisconsin
$496K -$494K -3,024 -51%
ST
534
Somerset Trust
Pennsylvania
$496K
PIA
535
Pinion Investment Advisors
Kansas
$488K +$7.35K +45 +2%
Cetera Investment Advisers
536
Cetera Investment Advisers
Illinois
$488K +$470K +2,878 New
DIA
537
Dana Investment Advisors
Wisconsin
$487K
CCA
538
Checchi Capital Advisers
California
$487K +$12.7K +78 +3%
CTA
539
Colonial Trust Advisors
South Carolina
$485K
WB
540
Webster Bank
Connecticut
$484K
ACS
541
Archford Capital Strategies
Illinois
$482K -$42.2K -258 -8%
AIP
542
Ameritas Investment Partners
Nebraska
$476K
GIA
543
Guyasuta Investment Advisors
Pennsylvania
$475K
YMRC
544
Yorktown Management & Research Company
Virginia
$475K
CIBC Private Wealth Group
545
CIBC Private Wealth Group
Georgia
$473K +$455K +2,787 New
SWM
546
Spire Wealth Management
Virginia
$472K +$21.2K +130 +5%
FHA
547
First Horizon Advisors
Tennessee
$470K -$29.9K -183 -6%
AWP
548
Ascent Wealth Partners
New York
$469K +$16.3K +100 +4%
HSA
549
HBK Sorce Advisory
Pennsylvania
$459K
MC
550
Machina Capital
France
$459K +$442K +2,705 New

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.