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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
IF
676
Intrua Financial
Texas
$218K +$210K +1,286 New
BO
677
BRR OpCo
Ohio
$217K +$209K +1,280 New
CWM
678
Cornerstone Wealth Management
Missouri
$217K +$209K +1,280 New
FBFS
679
First Business Financial Services
Wisconsin
$216K +$209K +1,276 New
RMCM
680
Reynders McVeigh Capital Management
Massachusetts
$213K +$205K +1,254 New
SCM
681
Shelton Capital Management
Colorado
$213K +$205K +1,256 New
RMC
682
Resources Management Corp
Connecticut
$211K
FWM
683
Fairhaven Wealth Management
Illinois
$211K +$203K +1,245 New
KIA
684
KCM Investment Advisors
California
$210K -$24.3K -149 -11%
SWP
685
Strategic Wealth Partners
Ohio
$210K +$202K +1,235 New
IIC
686
Ironwood Investment Counsel
Arizona
$210K +$202K +1,239 New
Los Angeles Capital Management
687
Los Angeles Capital Management
California
$209K -$114K -700 -36%
Skandinaviska Enskilda Banken (SEB)
688
Skandinaviska Enskilda Banken (SEB)
Sweden
$207K +$2.45K +15 +1%
WA
689
Wealth Architects
California
$205K +$198K +1,211 New
CIC
690
Carnegie Investment Counsel
Ohio
$204K +$196K +1,200 New
ST
691
Spinnaker Trust
Maine
$204K +$196K +1,200 New
MCM
692
MAI Capital Management
Ohio
$204K +$197K +1,205 New
USCWA
693
U.S. Capital Wealth Advisors
Texas
$203K +$196K +1,197 New
PP
694
Patron Partners
Texas
$203K +$196K +1,199 New
C
695
CEDRUS
Colorado
$202K +$195K +1,193 New
APF
696
Alaska Permanent Fund
Alaska
$194K +$200K +1,224 New
AF
697
Allworth Financial
California
$193K -$18.6K -114 -9%
DCM
698
Dupont Capital Management
Delaware
$187K -$232K -1,421 -56%
ACM
699
Aquatic Capital Management
Illinois
$187K +$180K +1,100 New
GC
700
Garde Capital
Washington
$170K

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.