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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
GFPC
701
Global Financial Private Client
Florida
$5.44K
Nisa Investment Advisors
702
Nisa Investment Advisors
Missouri
$5.43K -$84.5K -700 -2%
JWA
703
JFS Wealth Advisors
Pennsylvania
$5K
SL
704
Savior LLC
Massachusetts
$5K
TFO
705
Tarbox Family Office
California
$5K
EW
706
Evoke Wealth
California
$5K +$3.86K +32 +356%
TWA
707
TCI Wealth Advisors
Arizona
$5K +$5.19K +43 New
PFGIA
708
Patriot Financial Group Insurance Agency
Massachusetts
$4K
KFI
709
Key Financial Inc
Pennsylvania
$4K +$2.41K +20 +200%
MWP
710
Meridian Wealth Partners
Pennsylvania
$4K +$4.1K +34 New
CFD
711
Creative Financial Designs
Indiana
$3K
PMFA
712
Plante Moran Financial Advisors
Michigan
$3K
GWS
713
Glassman Wealth Services
Virginia
$3K +$724 +6 +30%
CAC
714
Certified Advisory Corp
Florida
$3K +$2.9K +24 New
EWM
715
Elmwood Wealth Management
California
$3K +$3.02K +25 New
RFA
716
Reilly Financial Advisors
California
$3K +$3.14K +26 New
FMP
717
Financial Management Professionals
Texas
$2K
MLFP
718
MPS Loria Financial Planners
Illinois
$2K
NIC
719
Northwest Investment Counselors
Oregon
$2K +$2.29K +19 New
EP
720
Eudaimonia Partners
Tennessee
$2K +$2.41K +20 New
Walleye Capital
721
Walleye Capital
New York
$1.23K +$1.19M +9,822 New
Jones Financial Companies
722
Jones Financial Companies
Missouri
$1K -$4.71K -39 -89%
CAL
723
Capital Analysts LLC
Pennsylvania
$1K
CMBA
724
C.M. Bidwell & Associates
Hawaii
$1K
LIM
725
Longfellow Investment Management
Massachusetts
$1K

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.