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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

772 hedge funds and large institutions have $24.1B invested in Arthur J. Gallagher & Co in 2021 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 285 increasing their positions, 248 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+46
Holders Change %
+6.34%
% of All Funds
13.48%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
99
Increased
285
Reduced
248
Closed
45
Calls
$34.1M
Puts
$20.2M
Net Calls
+$13.8M
Net Calls Change
-$21M

Top Buyers

1
FPP
Findlay Park Partners
United Kingdom
+$306M
2
Norges Bank
Norges Bank
Norway
+$207M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$187M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$173M
5
Capital International Investors
Capital International Investors
California
+$111M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$96.8M
2
Victory Capital Management
Victory Capital Management
Texas
-$85.6M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$61.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$43.6M
5
Bank of America
Bank of America
North Carolina
-$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
601
IBEX Wealth Advisors
New Jersey
$264K +$264K +1,881 New
SS
602
Simplicity Solutions
Minnesota
$263K +$263K +1,876 New
SP
603
Successful Portfolios
Florida
$260K – – –
MFG
604
Menard Financial Group
Texas
$258K +$840 +6 +0.3%
TU
605
TDAM USA
Ontario, Canada
$256K -$4.88K -35 -2%
SIM
606
Sentry Investment Management
Wisconsin
$255K – – –
BIM
607
Bridges Investment Management
Nebraska
$252K -$28K -200 -10%
TAM
608
Trust Asset Management
Texas
$252K +$252K +1,800 New
Los Angeles Capital Management
609
Los Angeles Capital Management
California
$247K -$5.75M -41,120 -96%
AWM
610
AE Wealth Management
Kansas
$244K +$244K +1,743 New
TCOV
611
Trust Company of Vermont
Vermont
$242K – – –
Cetera Investment Advisers
612
Cetera Investment Advisers
Illinois
$242K +$242K +1,729 New
CII
613
Capital International Inc
California
$239K -$15.8K -113 -6%
OWP
614
Obermeyer Wealth Partners
Colorado
$238K – – –
RWA
615
River Wealth Advisors
Pennsylvania
$238K +$9.68K +69 +4%
SPIA
616
Steward Partners Investment Advisory
New York
$237K +$11.3K +81 +5%
BCWM
617
Bartlett & Co Wealth Management
Ohio
$235K -$70K -500 -23%
BC
618
Bartlett & Co
Ohio
$235K -$70K -500 -23%
SM
619
Sciencast Management
New Jersey
$234K -$1.71M -12,219 -88%
MIM
620
Miller Investment Management
Pennsylvania
$234K – – –
SCM
621
Stevens Capital Management
Pennsylvania
$231K +$231K +1,649 New
NIM
622
NuWave Investment Management
New Jersey
$230K +$210K +1,499 +1,034%
T
623
TRUADVICE
Florida
$229K +$9.98K +71 +5%
NB
624
Northwest Bancshares
Pennsylvania
$228K -$18.6K -133 -8%
CBN
625
Cadence Bank NA
Texas
$227K -$32.4K -231 -13%
23 24
25
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