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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
KPWS
601
Kestra Private Wealth Services
Texas
$339K -$88.6K -542 -21%
FC
602
Forte Capital
New York
$339K -$3.27K -20 -1%
BFO
603
Biltmore Family Office
North Carolina
$339K
CCP
604
Clarkston Capital Partners
Michigan
$339K
P
605
Pitcairn
Pennsylvania
$333K -$1.8K -11 -0.6%
PFA
606
Pathway Financial Advisors
Vermont
$332K +$343K +2,100 New
PA
607
Parallel Advisors
California
$330K +$39.1K +239 +14%
TAM
608
Trust Asset Management
Texas
$328K
JIP
609
JBJ Investment Partners
South Carolina
$325K -$72.2K -442 -19%
WBC
610
West Branch Capital
Massachusetts
$323K
NCM
611
Northside Capital Management
Oregon
$321K
SIM
612
Sentry Investment Management
Wisconsin
$317K
S
613
SignatureFD
Georgia
$316K +$82.2K +503 +37%
SP
614
Successful Portfolios
Florida
$315K
KWM
615
Kolinsky Wealth Management
New Jersey
$313K +$302K +1,847 New
GT
616
Greenleaf Trust
Michigan
$312K +$40.2K +246 +15%
SFA
617
Sequoia Financial Advisors
Ohio
$312K +$301K +1,839 New
PL
618
Pluribus Labs
California
$311K +$299K +1,831 New
MFG
619
Menard Financial Group
Texas
$310K
BCWM
620
Bartlett & Co Wealth Management
Ohio
$306K +$20.4K +125 +7%
BC
621
Bartlett & Co
Ohio
$306K +$20.4K +125 +7%
MGP
622
Metis Global Partners
California
$306K +$295K +1,806 New
BCAM
623
Boston Common Asset Management
Massachusetts
$304K +$293K +1,790 New
RBC
624
Roble Belko & Company
Pennsylvania
$300K +$16.5K +101 +6%
TCM
625
Tributary Capital Management
Nebraska
$297K -$376K -2,303 -57%

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.