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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
SC
651
Solstein Capital
California
$33K +$32.3K +268 New
FPS
652
Fieldpoint Private Securities
Connecticut
$32K +$3.98K +33 +15%
CIA
653
CSat Investment Advisory
Michigan
$32K +$5.55K +46 +22%
PSB
654
Piscataqua Savings Bank
New Hampshire
$32K +$30.8K +255 New
ACM
655
AUA Capital Management
Pennsylvania
$30K
CAM
656
CenterStar Asset Management
Illinois
$27K
EI
657
Ellevest Inc
New York
$26K -$3.14K -26 -11%
SFA
658
Semmax Financial Advisors
North Carolina
$26K +$25K +207 New
TC
659
Trust Company
Kansas
$25K
TFIPS
660
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25K
BWA
661
BDO Wealth Advisors
Florida
$23K +$22K +182 New
PWMG
662
Prestige Wealth Management Group
New Jersey
$22K -$724 -6 -3%
TIM
663
Tortoise Investment Management
New York
$22K
HWMA
664
Heritage Wealth Management (Arizona)
Arizona
$21K +$20.4K +169 New
LWM
665
Liberty Wealth Management
California
$20K
SCA
666
Stuart Chaussee & Associates
California
$20K +$19.6K +162 New
VCM
667
Versant Capital Management
Arizona
$19K
NIM
668
NuWave Investment Management
New Jersey
$18K -$276K -2,291 -94%
SWP
669
ShoreHaven Wealth Partners
New Jersey
$18K +$17.7K +147 New
GEA
670
Glen Eagle Advisors
New Jersey
$16.2K
GAM
671
Gemmer Asset Management
California
$16K
PG
672
Proffitt & Goodson
Tennessee
$15K
PFBT
673
Parkside Financial Bank & Trust
Missouri
$15K +$1.93K +16 +15%
CWP
674
Concord Wealth Partners
Virginia
$15K +$14.7K +122 New
LS
675
Leelyn Smith
Illinois
$14K

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.