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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

772 hedge funds and large institutions have $24.1B invested in Arthur J. Gallagher & Co in 2021 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 285 increasing their positions, 248 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+46
Holders Change %
+6.34%
% of All Funds
13.48%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
99
Increased
285
Reduced
248
Closed
45
Calls
$34.1M
Puts
$20.2M
Net Calls
+$13.8M
Net Calls Change
-$21M

Top Buyers

1
FPP
Findlay Park Partners
United Kingdom
$306M
2
Norges Bank
Norges Bank
Norway
$475M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.33B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.31B
5
Capital International Investors
Capital International Investors
California
$714M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$301M
2
Victory Capital Management
Victory Capital Management
Texas
$243M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$423K
4
Citadel Advisors
Citadel Advisors
Florida
$43.9M
5
Bank of America
Bank of America
North Carolina
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
751
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
MCM
752
MV Capital Management
Maryland
$5K +$5K +33 New
PMFA
753
Plante Moran Financial Advisors
Michigan
$4K – – –
IRAG
754
Investment Research & Advisory Group
Georgia
$4K +$4K +30 New
LWCFA
755
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$4K +31 New
MF
756
Magnetar Financial
Illinois
$3.82K +$3.82K +27,235 New
SIS
757
Sound Income Strategies
Florida
$3K -$7.63K -61 -72%
EWM
758
Elmwood Wealth Management
California
$3K – – –
CFD
759
Creative Financial Designs
Indiana
$3K – – –
Jones Financial Companies
760
Jones Financial Companies
Missouri
$3K +$2.21K +14 +280%
CA
761
Clearstead Advisors
Ohio
$3K +$3K +24 New
FMP
762
Financial Management Professionals
Texas
$2K – – –
CMBA
763
C.M. Bidwell & Associates
Hawaii
$2K – – –
AWMS
764
Advocacy Wealth Management Services
Georgia
$2K +$2K +11 New
SL
765
Savior LLC
Massachusetts
$1K -$3.89K -35 -80%
LIM
766
Longfellow Investment Management
Massachusetts
$1K – – –
SB
767
Strategic Blueprint
Georgia
$1K +$1K +5 New
SIAP
768
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K +$1K +7 New
WWM
769
Wolff Wiese Magana
California
$1K +$1K +8 New
SWA
770
Sutton Wealth Advisors
Florida
$981 – – –
MGIM
771
M&G Investment Management
United Kingdom
– -$71.7K -573,823 Closed
Axa
772
Axa
France
– -$33.5M -268,150 Closed
GC
773
Gillson Capital
Illinois
– -$14.6M -117,226 Closed
KWILP
774
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$5M -40,050 Closed
LHC
775
Little House Capital
Massachusetts
– -$4.65M -37,285 Closed
29 30
31
32 33