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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
JF
651
Jump Financial
Illinois
$253K -$1.67M -10,219 -87%
MSA
652
Marino Stram & Associates
Massachusetts
$251K
GT
653
Glenview Trust
Kentucky
$250K
NB
654
Northwest Bancshares
Pennsylvania
$248K -$14.7K -90 -6%
DMBA
655
Deseret Mutual Benefit Administrators
Utah
$248K
Bessemer Group
656
Bessemer Group
New Jersey
$247K -$129K -788 -35%
TC
657
Titleist Capital
Texas
$247K +$238K +1,454 New
EWA
658
EP Wealth Advisors
California
$246K -$40.2K -246 -15%
CA
659
Continuum Advisory
Idaho
$246K +$16.8K +103 +8%
CII
660
Capital International Inc
California
$244K -$2.94K -18 -1%
CHC
661
City Holding Co
West Virginia
$243K
DWM
662
Doyle Wealth Management
Florida
$243K +$234K +1,431 New
EN1L
663
Engine No 1 LLC
California
$241K +$232K +1,420 New
BPA
664
Beacon Pointe Advisors
California
$240K -$133K -811 -36%
MWM
665
Modera Wealth Management
New Jersey
$239K +$230K +1,408 New
PRC
666
Pearl River Capital
Michigan
$235K +$226K +1,385 New
AIM
667
Aigen Investment Management
New York
$232K +$225K +1,376 New
BHWM
668
Bar Harbor Wealth Management
New Hampshire
$230K
FAM
669
Formidable Asset Management
Ohio
$229K
PI
670
Putnam Investments
Massachusetts
$227K +$219K +1,338 New
NC
671
Nicholas Company
Wisconsin
$221K -$147K -900 -41%
EWM
672
Empirical Wealth Management
Washington
$220K +$212K +1,296 New
CI
673
CX Institutional
Indiana
$219K -$163 -1 -0.1%
LJAC
674
L.J. Altfest & Co
New York
$219K +$210K +1,288 New
SW
675
SteelPeak Wealth
California
$218K +$210K +1,284 New

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.