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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
LWAC
626
Laurel Wealth Advisors (California)
California
$296K +$286K +1,748 New
SPIA
627
Steward Partners Investment Advisory
New York
$295K -$2.12K -13 -0.7%
OWP
628
Obermeyer Wealth Partners
Colorado
$294K +$5.23K +32 +2%
1IA
629
1620 Investment Advisors
Massachusetts
$293K +$282K +1,727 New
HNB
630
Huntington National Bank
Ohio
$291K -$58K -355 -17%
ANTB
631
AMG National Trust Bank
Colorado
$288K
MIM
632
Miller Investment Management
Pennsylvania
$284K
DWT
633
Dorsey & Whitney Trust
South Dakota
$284K +$15.7K +96 +6%
FFM
634
Forum Financial Management
Illinois
$282K +$272K +1,663 New
RWA
635
River Wealth Advisors
Pennsylvania
$277K +$15.7K +96 +6%
LFG
636
Lockerman Financial Group
California
$277K +$266K +1,630 New
EH
637
Equitable Holdings
New York
$276K +$327 +2 +0.1%
LNWWM
638
Laird Norton Wetherby Wealth Management
California
$275K +$4.08K +25 +2%
CBN
639
Cadence Bank NA
Texas
$274K -$3.76K -23 -1%
IC
640
IEQ Capital
California
$274K +$30.1K +184 +13%
BIM
641
Bridges Investment Management
Nebraska
$271K
LS
642
Livforsakringsbolaget Skandia
Sweden
$271K
LIA
643
LS Investment Advisors
Michigan
$271K
SB
644
Simmons Bank
Arkansas
$270K
PWLP
645
Prio Wealth Limited Partnership
Massachusetts
$267K
GG
646
Gofen & Glossberg
Illinois
$265K
CI
647
Conning Inc
Connecticut
$261K -$1.47K -9 -0.6%
OC
648
Oakworth Capital
Alabama
$258K
PO
649
Private Ocean
California
$256K +$490 +3 +0.2%
HWA
650
Heritage Wealth Advisors
Virginia
$254K

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.