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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
AIM
601
Anchor Investment Management
South Carolina
$181K +$17.1K +150 +11%
Skandinaviska Enskilda Banken (SEB)
602
Skandinaviska Enskilda Banken (SEB)
Sweden
$181K +$45.6K +400 +37%
FHA
603
First Horizon Advisors
Tennessee
$168K -$55.2K -485 -26%
CHC
604
City Holding Co
West Virginia
$165K – – –
SFS
605
Sowell Financial Services
Arkansas
$162K +$56.6K +497 +61%
RMC
606
Resources Management Corp
Connecticut
$160K -$1.71K -15 -1%
PA
607
Parallel Advisors
California
$160K +$78.3K +688 +113%
AF
608
Advisornet Financial
Minnesota
$149K +$3.53K +31 +3%
MGIM
609
M&G Investment Management
United Kingdom
$144K -$30.9M -271,226 -19%
GSAM
610
Grant Street Asset Management
Pennsylvania
$142K -$131K -1,146 -50%
PCG
611
Private Capital Group
Connecticut
$141K -$114 -1 -0.1%
CAPTRUST Financial Advisors
612
CAPTRUST Financial Advisors
North Carolina
$136K +$12.3K +108 +11%
GC
613
Garde Capital
Washington
$123K +$114K +1,000 New
WOC
614
West Oak Capital
California
$119K – – –
FTDI
615
First Trust Direct Indexing
Massachusetts
$112K +$103K +905 New
CT
616
Caldwell Trust
Florida
$111K – – –
PK
617
Pflug Koory
Nebraska
$109K -$1.14K -10 -1%
S
618
SignatureFD
Georgia
$107K -$2.85K -25 -3%
FF
619
FourThought Financial
Florida
$106K +$97.7K +858 New
TH
620
TCTC Holdings
Texas
$104K – – –
HDIM
621
Hanson & Doremus Investment Management
Vermont
$99K – – –
HIA
622
Harbor Investment Advisory
Maryland
$98K +$4.21K +37 +5%
VAIA
623
Virtus Alternative Investment Advisers
Connecticut
$95K -$9.57K -84 -10%
HPC
624
HM Payson & Co
Maine
$94K +$13K +114 +18%
Twin Tree Management
625
Twin Tree Management
Texas
$92K +$84.7K +744 New
23 24
25
26 27

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.