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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
CCP
551
Corient Capital Partners
California
$455K +$13.4K +82 +3%
LW
552
Linscomb Wealth
Texas
$454K
TNBTD
553
Trustmark National Bank Trust Department
Mississippi
$451K +$6.21K +38 +1%
SP
554
Symmetry Partners
Connecticut
$445K
LWP
555
Lumature Wealth Partners
Georgia
$443K +$36.3K +222 +9%
AWA
556
Arete Wealth Advisors
Illinois
$443K +$67.5K +413 +18%
KA
557
Kozak & Associates
Colorado
$437K +$5.88K +36 +1%
SIC
558
Sterling Investment Counsel
New York
$435K +$419K +2,565 New
AIM
559
Anchor Investment Management
South Carolina
$434K -$22.1K -135 -5%
VI
560
Vestcor Inc
New Brunswick, Canada
$433K -$79.9K -489 -16%
CW
561
CreativeOne Wealth
Kansas
$429K +$12.4K +76 +3%
4WM
562
44 Wealth Management
Oregon
$428K -$137K -837 -25%
SC
563
Scotia Capital
Ontario, Canada
$428K -$6.21K -38 -1%
GWSG
564
GPS Wealth Strategies Group
Colorado
$427K -$9.8K -60 -2%
BONH
565
Bank of New Hampshire
New Hampshire
$424K
CPA
566
Court Place Advisors
Maryland
$424K
Walleye Capital
567
Walleye Capital
New York
$421K -$328K -2,010 -45%
CAM
568
Cozad Asset Management
Illinois
$407K -$65.4K -400 -14%
LOPW
569
Live Oak Private Wealth
North Carolina
$407K
RC
570
Roundview Capital
New Jersey
$405K
PHK
571
Point72 Hong Kong
Hong Kong
$403K -$4.38M -26,818 -92%
RIM
572
Redpoint Investment Management
Australia
$403K +$388K +2,375 New
DADC
573
D.A. Davidson & Co
Montana
$402K +$12.9K +79 +3%
BAM
574
Belpointe Asset Management
Nevada
$396K -$2.12K -13 -0.6%
LCM
575
Laurion Capital Management
New York
$395K

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.