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Arthur J. Gallagher & Co
AJG

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: 16 → 20 (+4)

20% more capital invested

Capital invested by funds: $16.8B → $20.2B (+$3.32B)

4% more funds holding

Funds holding: 693 → 722 (+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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$459M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$208M
3
Invesco
Invesco
Georgia
+$78M
4
APG Asset Management
APG Asset Management
Netherlands
+$50.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$46.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$86.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$82.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$52.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$46.8M
5
Millennium Management
Millennium Management
New York
-$35.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
676
TS Financial Group (TSFG)
Illinois
$14K – – –
ZB
677
Zions Bancorporation
Utah
$14K – – –
HCP
678
Hexagon Capital Partners
Arkansas
$13K – – –
OAJ
679
Ogorek Anthony Joseph
New York
$13K – – –
PFBT
680
Parkside Financial Bank & Trust
Missouri
$13K +$569 +5 +5%
FMII
681
Farmers & Merchants Investments Inc
Nebraska
$12K -$114K -1,000 -91%
EFSCE
682
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$1.82K +16 +20%
IF
683
Ironwood Financial
Arizona
$11K – – –
SIS
684
Sound Income Strategies
Florida
$11K – – –
FCH
685
Freestone Capital Holdings
Washington
$10.5K +$5.81K +51 +150%
BWM
686
Baystate Wealth Management
Massachusetts
$10K – – –
VNA
687
Valley National Advisers
Pennsylvania
$10K – – –
DAM
688
Delta Asset Management
Tennessee
$10K +$8.88K +78 New
EARNEST Partners
689
EARNEST Partners
Georgia
$9K – – –
MCM
690
Manchester Capital Management
Vermont
$9K +$7.97K +70 New
SBL
691
Sargent Bickham Lagudis
Colorado
$8K – – –
VFA
692
Valeo Financial Advisors
Indiana
$8K +$2.5K +22 +55%
TC
693
Truvestments Capital
Florida
$8K +$7.86K +69 New
AIG
694
American International Group
New York
$7.56K -$224K -1,964 -3%
SGAM
695
Smith Group Asset Management
Texas
$7K +$6.83K +60 New
HIM
696
Hillsdale Investment Management
Ontario, Canada
$6K – – –
GFPC
697
Global Financial Private Client
Florida
$5.32K – – –
JWA
698
JFS Wealth Advisors
Pennsylvania
$5K – – –
SL
699
Savior LLC
Massachusetts
$5K – – –
TFO
700
Tarbox Family Office
California
$5K – – –
26 27
28
29 30

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.