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Arthur J. Gallagher & Co

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: 1620 (+4)

20% more capital invested

Capital invested by funds: $16.8B → $20.2B (+$3.32B)

4% more funds holding

Funds holding: 693722 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
626
Gables Capital Management
Florida
$91K
IAIM
627
International Assets Investment Management
Florida
$91K +$83.8K +736 New
QCG
628
Quadrant Capital Group
Ohio
$90K +$2.5K +22 +3%
CAM
629
CenterStar Asset Management
Illinois
$89K
MAM
630
Meeder Asset Management
Ohio
$84K +$32.8K +288 +73%
T
631
TOBAM
France
$80K
BWM
632
BerganKDV Wealth Management
Minnesota
$76K
Federated Hermes
633
Federated Hermes
Pennsylvania
$76K +$9.11K +80 +15%
RPWA
634
Regent Peak Wealth Advisors
Georgia
$76K +$70.4K +618 New
EDRH
635
Edmond de Rothschild Holding
Switzerland
$75K +$69.5K +610 New
ACA
636
Atlas Capital Advisors
Wyoming
$73.5K +$67.6K +594 New
PO
637
Private Ocean
California
$71K +$114 +1 +0.2%
IA
638
IFP Advisors
Florida
$67K +$1.37K +12 +2%
CFFP
639
Center for Financial Planning
Michigan
$66K
AP
640
Atwood & Palmer
Missouri
$62K
KC
641
Kinloch Capital
Virginia
$61K +$56.3K +494 New
BFEC
642
Benjamin F. Edwards & Company
Missouri
$60K -$19.5K -171 -26%
CFO
643
CVA Family Office
Colorado
$56K
HNB
644
Huntington National Bank
Ohio
$54K -$105K -925 -68%
CCA
645
Column Capital Advisors
Indiana
$52K
LC
646
Lindbrook Capital
California
$52K
HFM
647
Harvest Fund Management
China
$49K
PCM
648
Penserra Capital Management
California
$49K +$10.9K +96 +31%
FWM
649
Focused Wealth Management
New York
$47K
PWM
650
Perigon Wealth Management
California
$43K +$39.3K +345 New

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.