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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
TFGT
676
TS Financial Group (TSFG)
Illinois
$14K
ZB
677
Zions Bancorporation
Utah
$14K
SLF
678
Sun Life Financial
Ontario, Canada
$14K +$121 +1 +0.9%
VFA
679
Valeo Financial Advisors
Indiana
$14K +$6.16K +51 +82%
HCP
680
Hexagon Capital Partners
Arkansas
$13K
OAJ
681
Ogorek Anthony Joseph
New York
$13K
PWM
682
Prentice Wealth Management
New York
$13K +$12.3K +102 New
BC
683
Burleson & Co
California
$13K +$12.6K +104 New
EFSCE
684
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
FMII
685
Farmers & Merchants Investments Inc
Nebraska
$12K
IF
686
Ironwood Financial
Arizona
$11K
SIS
687
Sound Income Strategies
Florida
$10.6K -$483 -4 -4%
BWM
688
Baystate Wealth Management
Massachusetts
$10K
DAM
689
Delta Asset Management
Tennessee
$10K
VNA
690
Valley National Advisers
Pennsylvania
$10K
CB
691
Community Bank
New York
$9K -$9.05K -75 -50%
EARNEST Partners
692
EARNEST Partners
Georgia
$9K
TC
693
Truvestments Capital
Florida
$9K
SBL
694
Sargent Bickham Lagudis
Colorado
$8K
SGAM
695
Smith Group Asset Management
Texas
$8K +$603 +5 +8%
WCM
696
Wealthcare Capital Management
Virginia
$8K +$7.48K +62 New
BA
697
Bellwether Advisors
Nebraska
$8K +$8.45K +70 New
AIG
698
American International Group
New York
$7.54K -$82.1K -680 -1%
WAP
699
Wealthcare Advisory Partners
Pennsylvania
$7K +$6.4K +53 New
RA
700
Resolute Advisors
California
$7K +$6.88K +57 New

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.