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Arthur J. Gallagher & Co
AJG

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: 16 → 20 (+4)

20% more capital invested

Capital invested by funds: $16.8B → $20.2B (+$3.32B)

4% more funds holding

Funds holding: 693 → 722 (+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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$459M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$208M
3
Invesco
Invesco
Georgia
+$78M
4
APG Asset Management
APG Asset Management
Netherlands
+$50.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$46.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$86.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$82.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$52.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$46.8M
5
Millennium Management
Millennium Management
New York
-$35.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
576
Trust Company of Vermont
Vermont
$236K +$2.5K +22 +1%
ANTB
577
AMG National Trust Bank
Colorado
$235K – – –
NCM
578
Northside Capital Management
Oregon
$234K +$215K +1,891 New
CBN
579
Cadence Bank NA
Texas
$233K +$215K +1,885 New
SP
580
Successful Portfolios
Florida
$231K -$7.06K -62 -3%
GBBWRPM
581
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$230K +$212K +1,860 New
CII
582
Capital International Inc
California
$228K +$210K +1,844 New
MWM
583
Modera Wealth Management
New Jersey
$226K +$207K +1,822 New
NB
584
Northwest Bancshares
Pennsylvania
$226K +$208K +1,826 New
TCM
585
Tributary Capital Management
Nebraska
$224K +$206K +1,809 New
WCA
586
Westover Capital Advisors
Delaware
$223K +$205K +1,800 New
SPIA
587
Steward Partners Investment Advisory
New York
$220K -$36.4K -320 -15%
ZCA
588
Zeke Capital Advisors
Pennsylvania
$219K -$21.1K -185 -9%
PCM
589
Prelude Capital Management
New York
$218K +$200K +1,759 New
OSAM
590
O'Shaughnessy Asset Management
Connecticut
$212K +$12.2K +107 +7%
SI
591
Stephens Inc
Arkansas
$211K +$194K +1,707 New
TCA
592
Transcend Capital Advisors
New Jersey
$210K +$193K +1,698 New
MIM
593
Miller Investment Management
Pennsylvania
$207K +$190K +1,672 New
RWA
594
River Wealth Advisors
Pennsylvania
$206K +$190K +1,667 New
TI
595
Tidal Investments
Wisconsin
$203K +$186K +1,637 New
GT
596
Glenview Trust
Kentucky
$201K +$185K +1,628 New
OC
597
Oakworth Capital
Alabama
$196K – – –
AII
598
AGF Investments Inc
Ontario, Canada
$193K -$214K -1,881 -55%
SFO
599
Standard Family Office
South Dakota
$186K +$171K +1,505 New
HWA
600
Heritage Wealth Advisors
Virginia
$185K +$2.5K +22 +1%
22 23
24
25 26

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.