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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
VAS
551
Vestmark Advisory Solutions
Massachusetts
$283K -$17.1K -150 -6%
Bessemer Group
552
Bessemer Group
New Jersey
$282K +$48.7K +428 +23%
DADC
553
D.A. Davidson & Co
Montana
$278K
IFS
554
Ifrah Financial Services
Arkansas
$277K -$9.79K -86 -4%
BAM
555
Belpointe Asset Management
Nevada
$273K +$10.9K +96 +5%
BHWM
556
Bar Harbor Wealth Management
New Hampshire
$272K +$4.55K +40 +2%
Acadian Asset Management
557
Acadian Asset Management
Massachusetts
$271K +$128K +1,126 +106%
BC
558
Bartlett & Co
Ohio
$270K
BCWM
559
Bartlett & Co Wealth Management
Ohio
$270K
GH
560
GAM Holding
Switzerland
$269K -$36.7K -322 -13%
EI
561
Ethic Inc
New York
$269K +$20.8K +183 +9%
SWA
562
Stratos Wealth Advisors
Ohio
$267K -$144K -1,267 -37%
QI
563
QS Investors
New York
$267K
Rockefeller Capital Management
564
Rockefeller Capital Management
New York
$264K +$94.1K +826 +63%
LP
565
LMR Partners
United Kingdom
$261K +$240K +2,108 New
AP
566
Arlington Partners
Alabama
$258K
FC
567
Forte Capital
New York
$256K -$2.96K -26 -1%
P
568
Pitcairn
Pennsylvania
$253K -$5.13K -45 -2%
CCP
569
Corient Capital Partners
California
$252K -$5.35K -47 -2%
PFA
570
Pathway Financial Advisors
Vermont
$252K
ST
571
Smithfield Trust
Pennsylvania
$252K
SEIA
572
Signature Estate & Investment Advisors
California
$250K +$1.82K +16 +0.8%
CIBC Private Wealth Group
573
CIBC Private Wealth Group
Georgia
$247K +$228K +2,000 New
PM
574
Parametrica Management
Hong Kong
$242K +$223K +1,954 New
TU
575
TDAM USA
Ontario, Canada
$240K -$9.79K -86 -4%

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.