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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
SBL
801
Sargent Bickham Lagudis
Colorado
$11K
SGAM
802
Smith Group Asset Management
Texas
$11K +$980 +6 +11%
JWA
803
JFS Wealth Advisors
Pennsylvania
$11K +$3.6K +22 +52%
EBA
804
Eagle Bay Advisors
New York
$10K -$8.01K -49 -45%
MCM
805
MV Capital Management
Maryland
$10K +$1.96K +12 +25%
RCM
806
Raleigh Capital Management
North Carolina
$10K +$9.64K +59 New
UCB
807
United Community Bank
South Carolina
$9.33K +$8.99K +55 New
PFGIA
808
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$4.08K +25 +86%
WWM
809
Wolff Wiese Magana
California
$9K +$8.99K +55 New
TFO
810
Tarbox Family Office
California
$8K +$1.14K +7 +17%
LF
811
Lee Financial
Texas
$8K +$8.01K +49 New
RPCONE
812
Retirement Planning Company of New England
Rhode Island
$8K +$8.17K +50 New
GFPC
813
Global Financial Private Client
Florida
$7.3K
AS
814
Altshuler Shaham
Israel
$7K -$720K -4,406 -99%
SWA
815
SOA Wealth Advisors
New York
$7K
PMFA
816
Plante Moran Financial Advisors
Michigan
$7K +$2.62K +16 +64%
DHGWA
817
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K +$6.7K +41 New
ETC
818
Exchange Traded Concepts
Oklahoma
$7K +$7.19K +44 New
BIA
819
Bell Investment Advisors
California
$6K +$3.27K +20 +118%
TSWM
820
Tyler-Stone Wealth Management
Ohio
$5K +$4.9K +30 New
CAC
821
Core Alternative Capital
Georgia
$4K +$3.76K +23 New
CA
822
CoreCap Advisors
Michigan
$4K +$3.92K +24 New
EWM
823
Elmwood Wealth Management
California
$4K +$4.08K +25 New
EPM
824
Equitec Proprietary Markets
Illinois
$3K +$2.94K +18 New
JFA
825
JNBA Financial Advisors
Minnesota
$3K +$3.1K +19 New

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.