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Arthur J. Gallagher & Co

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: 1620 (+4)

20% more capital invested

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

4% more funds holding

Funds holding: 693722 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Aviva
51
Aviva
United Kingdom
$62.7M -$569K -4,997 -1%
PPA
52
Parametric Portfolio Associates
Washington
$58.9M +$4.58M +40,190 +9%
ORIO
53
Old Republic International (ORI)
Illinois
$58.3M
MAM
54
Martingale Asset Management
Massachusetts
$57.2M +$8.53M +74,941 +19%
Adage Capital Partners
55
Adage Capital Partners
Massachusetts
$57.1M -$19.6M -172,200 -27%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$54.2M +$29.7M +260,943 +147%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$53.8M -$52.3K -459 -0.1%
ZIM
58
Zacks Investment Management
Illinois
$52.8M -$1.84M -16,118 -4%
DP
59
Dearborn Partners
Illinois
$51.5M +$808K +7,094 +2%
WFMPM
60
Woodley Farra Manion Portfolio Management
Indiana
$51.1M +$1.38M +12,156 +3%
KCM
61
Kornitzer Capital Management
Kansas
$49.9M -$2.73M -23,935 -6%
GAM
62
Guinness Asset Management
United Kingdom
$49.2M +$5.56M +48,800 +14%
Wells Fargo
63
Wells Fargo
California
$49.2M +$11.1M +97,309 +32%
DZ Bank
64
DZ Bank
Germany
$49M -$788K -6,922 -2%
VRS
65
Virginia Retirement Systems
Virginia
$46.8M -$410K -3,600 -0.9%
RJA
66
Raymond James & Associates
Florida
$46.5M +$3.83M +33,594 +10%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$45.1M -$3.37M -29,600 -8%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$42.6M +$1.14M +10,043 +3%
WG
69
Welch Group
Alabama
$41.1M -$998K -8,762 -3%
MPIA
70
Mountain Pacific Investment Advisers
Idaho
$40.9M -$456 -4 -0%
UBS Group
71
UBS Group
Switzerland
$40.3M +$2.58M +22,671 +7%
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$40.2M -$2.42M -21,265 -6%
Barclays
73
Barclays
United Kingdom
$39.7M +$6.9M +60,597 +23%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$39.6M +$839K +7,370 +2%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$38.5M +$6.01M +52,776 +19%

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.