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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
SEIA
576
Signature Estate & Investment Advisors
California
$232K -$18.1K -150 -7%
SP
577
Successful Portfolios
Florida
$232K -$1.33K -11 -0.6%
CW
578
CreativeOne Wealth
Kansas
$231K +$224K +1,858 New
CBN
579
Cadence Bank NA
Texas
$230K -$4.46K -37 -2%
MFG
580
Menard Financial Group
Texas
$229K -$57.6K -477 -21%
SIM
581
Sentry Investment Management
Wisconsin
$227K -$1.05M -8,677 -83%
CII
582
Capital International Inc
California
$227K -$3.26K -27 -1%
TCM
583
Tributary Capital Management
Nebraska
$227K +$1.69K +14 +0.8%
NB
584
Northwest Bancshares
Pennsylvania
$219K -$8.09K -67 -4%
T
585
TRUADVICE
Florida
$219K +$188K +1,558 New
BHWM
586
Bar Harbor Wealth Management
New Hampshire
$218K -$54.7K -453 -21%
AWA
587
Arete Wealth Advisors
Illinois
$216K +$209K +1,728 New
TCOV
588
Trust Company of Vermont
Vermont
$215K -$21.6K -179 -9%
OWP
589
Obermeyer Wealth Partners
Colorado
$212K +$205K +1,700 New
TCA
590
Transcend Capital Advisors
New Jersey
$211K -$1.21K -10 -0.6%
MIM
591
Miller Investment Management
Pennsylvania
$209K
RWA
592
River Wealth Advisors
Pennsylvania
$203K -$4.71K -39 -2%
SPIA
593
Steward Partners Investment Advisory
New York
$201K -$20K -166 -9%
RIM
594
Rockbridge Investment Management
New York
$200K +$193K +1,600 New
CI
595
CX Institutional
Indiana
$198K -$2.56M -21,173 -93%
CHC
596
City Holding Co
West Virginia
$191K +$24.1K +200 +15%
OC
597
Oakworth Capital
Alabama
$190K -$6.76K -56 -4%
SFO
598
Standard Family Office
South Dakota
$190K +$2.29K +19 +1%
HWA
599
Heritage Wealth Advisors
Virginia
$187K
AII
600
AGF Investments Inc
Ontario, Canada
$186K -$8.33K -69 -4%

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.