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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
TD Asset Management
51
TD Asset Management
Ontario, Canada
$61.3M -$5.58M -46,253 -9%
ORIO
52
Old Republic International (ORI)
Illinois
$58.8M
MAM
53
Martingale Asset Management
Massachusetts
$57.4M -$216K -1,793 -0.4%
RJA
54
Raymond James & Associates
Florida
$57.4M +$10.1M +83,585 +22%
Canada Pension Plan Investment Board
55
Canada Pension Plan Investment Board
Ontario, Canada
$55.5M +$783K +6,490 +1%
DP
56
Dearborn Partners
Illinois
$53.5M +$1.57M +12,997 +3%
WFMPM
57
Woodley Farra Manion Portfolio Management
Indiana
$51.6M +$48.6K +403 +0.1%
KCM
58
Kornitzer Capital Management
Kansas
$49.8M -$503K -4,171 -1%
GAM
59
Guinness Asset Management
United Kingdom
$49M -$579K -4,800 -1%
N
60
Natixis
France
$49M +$37.3M +309,148 +371%
ZIM
61
Zacks Investment Management
Illinois
$47.8M -$5.25M -43,538 -10%
Barclays
62
Barclays
United Kingdom
$47.3M +$6.96M +57,687 +18%
VRS
63
Virginia Retirement Systems
Virginia
$47.2M
Adage Capital Partners
64
Adage Capital Partners
Massachusetts
$45.3M -$12M -99,100 -21%
Aviva
65
Aviva
United Kingdom
$45.1M -$17.5M -145,323 -29%
UBS Group
66
UBS Group
Switzerland
$44.7M +$3.97M +32,884 +10%
CI
67
Cooper Investors
Australia
$44.2M +$13.8M +114,138 +48%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$43.4M +$382K +3,164 +0.9%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$42.3M -$3.08M -25,500 -7%
MPIA
70
Mountain Pacific Investment Advisers
Idaho
$41.8M +$522K +4,329 +1%
WRF
71
Waddell & Reed Financial
Kansas
$41.5M +$5.87M +48,672 +17%
Arrowstreet Capital
72
Arrowstreet Capital
Massachusetts
$41.3M +$33.2M +274,830 +488%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$39.8M -$2.91M -24,122 -7%
WG
74
Welch Group
Alabama
$39.7M -$1.71M -14,161 -4%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$39.2M -$14.6M -120,616 -28%

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.