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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
NICM
601
Neo Ivy Capital Management
New York
$186K +$180K +1,489 New
Skandinaviska Enskilda Banken (SEB)
602
Skandinaviska Enskilda Banken (SEB)
Sweden
$183K
FHA
603
First Horizon Advisors
Tennessee
$181K +$11.8K +98 +7%
LWP
604
Lumature Wealth Partners
Georgia
$164K +$159K +1,316 New
RMC
605
Resources Management Corp
Connecticut
$160K -$1.21K -10 -0.8%
PA
606
Parallel Advisors
California
$145K -$15.9K -132 -10%
AF
607
Advisornet Financial
Minnesota
$143K -$7.48K -62 -5%
PCG
608
Private Capital Group
Connecticut
$131K -$11.1K -92 -8%
GC
609
Garde Capital
Washington
$125K
WOC
610
West Oak Capital
California
$120K
S
611
SignatureFD
Georgia
$118K +$10.1K +84 +10%
PK
612
Pflug Koory
Nebraska
$117K +$6.76K +56 +6%
CT
613
Caldwell Trust
Florida
$112K
HNB
614
Huntington National Bank
Ohio
$108K +$51.4K +426 +98%
TH
615
TCTC Holdings
Texas
$105K
HDIM
616
Hanson & Doremus Investment Management
Vermont
$103K +$3.38K +28 +4%
FF
617
FourThought Financial
Florida
$102K -$4.59K -38 -4%
QCG
618
Quadrant Capital Group
Ohio
$101K +$10.1K +84 +12%
HIA
619
Harbor Investment Advisory
Maryland
$99K
HI
620
Harbour Investments
Wisconsin
$98K +$94.4K +782 New
HPC
621
HM Payson & Co
Maine
$96K +$1.33K +11 +1%
IA
622
IFP Advisors
Florida
$95K +$25.2K +209 +38%
PO
623
Private Ocean
California
$93K +$20.8K +172 +30%
GCM
624
Gables Capital Management
Florida
$92K
IAIM
625
International Assets Investment Management
Florida
$91K

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.