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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
MA
576
Montag & Associates
Georgia
$390K
VC
577
Vestor Capital
Illinois
$390K
TW
578
Transform Wealth
Colorado
$388K -$61.3K -375 -14%
AII
579
AGF Investments Inc
Ontario, Canada
$381K +$171K +1,044 +87%
BPC
580
Banque Pictet & Cie
Switzerland
$380K +$366K +2,242 New
HCM
581
HM Capital Management
Missouri
$378K +$364K +2,229 New
BF
582
BOK Financial
Oklahoma
$376K +$42.3K +259 +13%
AWCI
583
Alpine Woods Capital Investors
New York
$375K
VAS
584
Vestmark Advisory Solutions
Massachusetts
$374K +$86.9K +532 +32%
KFA
585
Krane Funds Advisors
New York
$369K -$114K -697 -24%
AWM
586
AE Wealth Management
Kansas
$362K +$32.5K +199 +10%
CWM
587
Cahaba Wealth Management
Georgia
$361K +$15.5K +95 +5%
LC
588
Lincoln Capital
Nebraska
$356K
AP
589
Arlington Partners
Alabama
$356K +$2.62K +16 +0.8%
RE
590
RBC Europe
United Kingdom
$353K -$12.9M -79,080 -97%
LSPW
591
Lake Street Private Wealth
Illinois
$353K +$340K +2,078 New
PFO
592
Pathstone Family Office
New Jersey
$351K -$113K -693 -25%
FTDI
593
First Trust Direct Indexing
Massachusetts
$349K +$654 +4 +0.2%
TMAM
594
Tokio Marine Asset Management
Japan
$349K +$53.1K +325 +19%
IFS
595
Ifrah Financial Services
Arkansas
$347K -$4.08K -25 -1%
AF
596
Advisornet Financial
Minnesota
$347K +$34K +208 +11%
ST
597
Smithfield Trust
Pennsylvania
$346K
MPM
598
MBB Public Markets
Illinois
$346K +$334K +2,042 New
SG
599
Stonnington Group
California
$344K
CAM
600
Cresset Asset Management
Illinois
$341K -$63.4K -388 -16%

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.