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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
IFS
551
Ifrah Financial Services
Arkansas
$271K -$8.33K -69 -3%
VPIM
552
Vanguard Personalized Indexing Management
California
$271K +$262K +2,169 New
CI
553
Conning Inc
Connecticut
$270K -$31.4K -260 -11%
QI
554
QS Investors
New York
$270K
SWA
555
Stratos Wealth Advisors
Ohio
$270K +$603 +5 +0.2%
GH
556
GAM Holding
Switzerland
$268K -$2.65K -22 -1%
SWM
557
Spire Wealth Management
Virginia
$261K +$241K +1,995 New
Rockefeller Capital Management
558
Rockefeller Capital Management
New York
$260K -$6.76K -56 -3%
AP
559
Arlington Partners
Alabama
$260K
Walleye Trading
560
Walleye Trading
New York
$259K +$250K +2,075 New
FC
561
Forte Capital
New York
$257K -$1.69K -14 -0.7%
P
562
Pitcairn
Pennsylvania
$256K +$362 +3 +0.1%
ST
563
Smithfield Trust
Pennsylvania
$254K
BIM
564
Bridges Investment Management
Nebraska
$250K -$273K -2,260 -53%
BFO
565
Biltmore Family Office
North Carolina
$250K -$241K -2,000 -50%
CIBC Private Wealth Group
566
CIBC Private Wealth Group
Georgia
$250K
CCP
567
Clarkston Capital Partners
Michigan
$250K +$241K +2,000 New
Bessemer Group
568
Bessemer Group
New Jersey
$246K -$36.7K -304 -13%
VI
569
Versor Investments
New York
$244K -$60.3K -500 -20%
WBC
570
West Branch Capital
Massachusetts
$240K -$56.2K -466 -19%
Nomura Holdings
571
Nomura Holdings
Japan
$239K -$609K -5,049 -73%
ANTB
572
AMG National Trust Bank
Colorado
$237K
NCM
573
Northside Capital Management
Oregon
$236K
TU
574
TDAM USA
Ontario, Canada
$234K -$8.45K -70 -4%
WAM
575
Wolverine Asset Management
Illinois
$233K +$226K +1,875 New

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.