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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
FPS
751
Fieldpoint Private Securities
Connecticut
$49K
SC
752
Solstein Capital
California
$49K
EI
753
Ellevest Inc
New York
$48K +$10.8K +66 +31%
PSB
754
Piscataqua Savings Bank
New Hampshire
$43K
SCA
755
Snowden Capital Advisors
New York
$41K -$356K -2,176 -90%
ACM
756
AUA Capital Management
Pennsylvania
$41K
CTB
757
Country Trust Bank
Illinois
$38K +$36.8K +225 New
TIM
758
Tevis Investment Management
Texas
$37K +$35.3K +216 New
HC
759
Hoese & Co
Minnesota
$34K
TC
760
Trust Company
Kansas
$34K
EW
761
Evoke Wealth
California
$32K +$24.5K +150 +395%
BWA
762
BDO Wealth Advisors
Florida
$31K
CT
763
Cambridge Trust
Massachusetts
$31K +$29.6K +181 New
SSB
764
Sandy Spring Bank
Maryland
$30K
TIM
765
Tortoise Investment Management
New York
$30K
PWMG
766
Prestige Wealth Management Group
New Jersey
$29K -$327 -2 -1%
VCM
767
Versant Capital Management
Arizona
$29K +$1.63K +10 +6%
SCA
768
Stuart Chaussee & Associates
California
$27K
LCM
769
Logan Capital Management
Pennsylvania
$24K
PFBT
770
Parkside Financial Bank & Trust
Missouri
$24K +$1.47K +9 +7%
CWP
771
Concord Wealth Partners
Virginia
$24K +$15.2K +93 +194%
WTA
772
Washington Trust Advisors
Massachusetts
$24K +$22.9K +140 New
GEA
773
Glen Eagle Advisors
New Jersey
$22.1K
Fuller & Thaler Asset Management
774
Fuller & Thaler Asset Management
California
$22K
GAM
775
Gemmer Asset Management
California
$22K

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.