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.
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: 16 → 20 (+4)
20% more capital invested
Capital invested by funds: $16.8B → $20.2B (+$3.32B)
4% more funds holding
Funds holding: 693 → 722 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$459M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$208M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$78M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$50.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$46.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$86.2M |
| 2 |
JP Morgan Chase
New York
|
-$82.1M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$52.5M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$46.8M |
| 5 |
Millennium Management
New York
|
-$35.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
776
Rational Advisors
Huntington,
New York
| – | -$7K | -68 | Closed |
|
|
HR
777
Howe & Rusling
Rochester,
New York
| – | -$6K | -60 | Closed |
|
|
EWA
778
Evolution Wealth Advisors
Aventura,
Florida
| – | -$5K | -48 | Closed |
|
|
BWA
779
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$3K | -32 | Closed |
|
|
FHA
780
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$1K | -16 | Closed |
|
|
SSB
781
Sandy Spring Bank
Olney,
Maryland
| – | -$1K | -13 | Closed |
|
782
AssetMark Inc
Concord,
California
| – | -$1K | -5 | Closed |
|
|
AWA
783
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$456 | -4 | -57% |
|
|
APC
784
Aspire Private Capital
Cornelius,
North Carolina
| – | +$228 | +2 | New |
|
|
MA
785
MUFG Americas
New York
| – | +$342 | +3 | New |
|
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.