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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
CA
701
Clearstead Advisors
Ohio
$170K +$159K +976 +4,067%
GA
702
GraniteShares Advisors
New York
$170K +$164K +1,003 New
Manulife (Manufacturers Life Insurance)
703
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$162K +$930K +5,691 +0.6%
DFCM
704
Dark Forest Capital Management
Puerto Rico
$162K +$156K +957 New
BWM
705
BerganKDV Wealth Management
Minnesota
$158K +$51.6K +316 +51%
TCOV
706
Trust Company of Vermont
Vermont
$157K -$131K -800 -46%
PCM
707
Penserra Capital Management
California
$155K +$35.8K +219 +31%
AG
708
AIA Group
Hong Kong
$148K +$143K +873 New
WOC
709
West Oak Capital
California
$146K
QCG
710
Quadrant Capital Group
Ohio
$146K +$8.5K +52 +6%
CAL
711
Capital Analysts LLC
Pennsylvania
$146K +$64.9K +397 +86%
PK
712
Pflug Koory
Nebraska
$144K -$19.6K -120 -12%
TH
713
TCTC Holdings
Texas
$143K
HDIM
714
Hanson & Doremus Investment Management
Vermont
$140K
CCA
715
Column Capital Advisors
Indiana
$140K +$66.3K +406 +97%
FF
716
FourThought Financial
Florida
$139K
HPC
717
HM Payson & Co
Maine
$135K +$4.25K +26 +3%
HIA
718
Harbor Investment Advisory
Maryland
$134K
PCG
719
Private Capital Group
Connecticut
$132K
IA
720
IFP Advisors
Florida
$127K +$17.8K +109 +17%
GCM
721
Gables Capital Management
Florida
$125K
IAG
722
Investmark Advisory Group
Connecticut
$123K +$119K +729 New
Federated Hermes
723
Federated Hermes
Pennsylvania
$120K +$8.17K +50 +8%
T
724
TOBAM
France
$110K
MAM
725
Mystic Asset Management
Rhode Island
$110K +$106K +650 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.