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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
MAM
626
Meeder Asset Management
Ohio
$90K +$4.71K +39 +6%
FA
627
Fortis Advisors
Pennsylvania
$84K +$81K +671 New
T
628
TOBAM
France
$81K
Acadian Asset Management
629
Acadian Asset Management
Massachusetts
$79K -$187K -1,549 -71%
BWM
630
BerganKDV Wealth Management
Minnesota
$77K
ACA
631
Atlas Capital Advisors
Wyoming
$74.1K
MGIM
632
M&G Investment Management
United Kingdom
$71.7K -$70.8M -586,922 -51%
Federated Hermes
633
Federated Hermes
Pennsylvania
$67K -$10.3K -85 -14%
CFFP
634
Center for Financial Planning
Michigan
$67K
AP
635
Atwood & Palmer
Missouri
$62K
BFEC
636
Benjamin F. Edwards & Company
Missouri
$61K
Twin Tree Management
637
Twin Tree Management
Texas
$59K -$32.7K -271 -36%
PCM
638
Penserra Capital Management
California
$59K +$9.17K +76 +19%
CFO
639
CVA Family Office
Colorado
$57K +$603 +5 +1%
LC
640
Lindbrook Capital
California
$53K +$483 +4 +1%
CCA
641
Column Capital Advisors
Indiana
$52K
HFM
642
Harvest Fund Management
China
$50K
FWM
643
Focused Wealth Management
New York
$47K
APA
644
American Portfolios Advisors
New York
$45.2K -$240K -1,992 -85%
TAM
645
Tucker Asset Management
Colorado
$41.2K +$18.1K +150 +83%
MPWT
646
MassMutual Private Wealth & Trust
Connecticut
$40K -$1.93K -16 -5%
NFG
647
Next Financial Group
Texas
$38K +$12.7K +105 +53%
Fuller & Thaler Asset Management
648
Fuller & Thaler Asset Management
California
$35K
AF
649
Allworth Financial
California
$34K +$33.2K +275 New
BCA
650
Berman Capital Advisors
Georgia
$33K +$1.09K +9 +4%

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.