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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
WP
726
WealthShield Partners
North Carolina
$1K +$966 +8 New
FGAM
727
Financial Gravity Asset Management
Texas
$890 -$241 -2 -22%
SWA
728
Sutton Wealth Advisors
Florida
$873 -$845 -7 -50%
EGA
729
Eagle Global Advisors
Texas
-$9.38M -75,866 Closed
DWA
730
Dorsey Wright & Associates
California
-$3.4M -27,519 Closed
MSA
731
Mason Street Advisors
Wisconsin
-$3.28M -26,530 Closed
CHAM
732
Clear Harbor Asset Management
Connecticut
-$3.23M -26,126 Closed
Point72 Asset Management
733
Point72 Asset Management
Connecticut
-$3.06M -24,700 Closed
Voloridge Investment Management
734
Voloridge Investment Management
Florida
-$1.97M -15,892 Closed
Two Sigma Investments
735
Two Sigma Investments
New York
-$1.77M -14,342 Closed
KJHP
736
K.J. Harrison & Partners
Ontario, Canada
-$1.67M -13,500 Closed
SA
737
Shilanski & Associates
Alaska
-$1.33M -10,740 Closed
UFG
738
United Fire Group
Iowa
-$1.28M -10,321 Closed
EAMA
739
EFG Asset Management (Americas)
Florida
-$1.16M -9,366 Closed
BPM
740
Bowling Portfolio Management
Ohio
-$1.05M -8,532 Closed
FC
741
FORA Capital
Florida
-$917K -7,415 Closed
Parallax Volatility Advisers
742
Parallax Volatility Advisers
California
-$853K -6,894 Closed
JF
743
Jump Financial
Illinois
-$789K -6,381 Closed
Squarepoint
744
Squarepoint
New York
-$627K -5,072 Closed
TI
745
Trexquant Investment
Connecticut
-$588K -4,750 Closed
YIH
746
Y-Intercept (HK)
Hong Kong
-$535K -4,392 Closed
CWM
747
Chesapeake Wealth Management
Virginia
-$531K -4,296 Closed
KIA
748
KCM Investment Advisors
California
-$506K -4,090 Closed
AWM
749
Avior Wealth Management
Nebraska
-$467K -3,777 Closed
IIC
750
Ironwood Investment Counsel
Arizona
-$454K -3,674 Closed

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.