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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
MPWT
651
MassMutual Private Wealth & Trust
Connecticut
$42K -$19.5K -171 -33%
Fuller & Thaler Asset Management
652
Fuller & Thaler Asset Management
California
$35K
ICP
653
Interchange Capital Partners
Pennsylvania
$34K +$31.8K +279 New
BCA
654
Berman Capital Advisors
Georgia
$31K
ACM
655
AUA Capital Management
Pennsylvania
$30K
EI
656
Ellevest Inc
New York
$29K +$2.28K +20 +9%
FPS
657
Fieldpoint Private Securities
Connecticut
$27K +$25.3K +222 New
CIA
658
CSat Investment Advisory
Michigan
$26K -$63.7K -559 -73%
CCA
659
Childress Capital Advisors
Texas
$26K +$23.9K +210 New
TC
660
Trust Company
Kansas
$25K
NFG
661
Next Financial Group
Texas
$25K +$18.2K +160 +410%
TFIPS
662
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.7K +$22.8K +200 New
PFO
663
Pathstone Family Office
New Jersey
$23K
TAM
664
Tucker Asset Management
Colorado
$22.3K +$20.5K +180 New
PWMG
665
Prestige Wealth Management Group
New Jersey
$22K -$21.4K -188 -51%
TIM
666
Tortoise Investment Management
New York
$22K
VCG
667
Vantage Consulting Group
Virginia
$22K +$20.2K +177 New
LWM
668
Liberty Wealth Management
California
$20K +$14.3K +126 +233%
CB
669
Community Bank
New York
$19K
VCM
670
Versant Capital Management
Arizona
$19K
GEA
671
Glen Eagle Advisors
New Jersey
$16.1K
GAM
672
Gemmer Asset Management
California
$16K
PG
673
Proffitt & Goodson
Tennessee
$15K -$5.13K -45 -27%
SLF
674
Sun Life Financial
Ontario, Canada
$14K -$114 -1 -0.9%
LS
675
Leelyn Smith
Illinois
$14K

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.