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Arthur J. Gallagher & Co
AJG

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: 25 → 29 (+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: 772 → 853 (+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

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$320M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$123M
3
Invesco
Invesco
Georgia
+$83.3M
4
SIG
Senator Investment Group
New York
+$66.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$59.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$480M
2
Ameriprise
Ameriprise
Minnesota
-$108M
3
Millennium Management
Millennium Management
New York
-$103M
4
GRP
Global Retirement Partners
California
-$77.5M
5
Renaissance Technologies
Renaissance Technologies
New York
-$74.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
826
Albion Financial Group
Utah
$3K +$3.27K +20 New
Koshinski Asset Management
827
Koshinski Asset Management
Illinois
$2.21K – – –
CFD
828
Creative Financial Designs
Indiana
$2K -$1.96K -12 -52%
RFA
829
Reilly Financial Advisors
California
$2K -$1.14K -7 -44%
AWMS
830
Advocacy Wealth Management Services
Georgia
$2K – – –
CMBA
831
C.M. Bidwell & Associates
Hawaii
$2K – – –
FMP
832
Financial Management Professionals
Texas
$2K – – –
Jones Financial Companies
833
Jones Financial Companies
Missouri
$2K – – –
AAP
834
Arax Advisory Partners
Colorado
$2K +$1.14K +7 +140%
SC
835
SouthState Corp
Florida
$2K +$1.63K +10 New
SC
836
Schubert & Co
Texas
$2K +$1.8K +11 New
BFC
837
Bedel Financial Consulting
Indiana
$2K +$1.96K +12 New
SWA
838
Sutton Wealth Advisors
Florida
$1.53K – – –
CFO
839
CVA Family Office
Colorado
$1K -$73.5K -450 -99%
LWA
840
Lenox Wealth Advisors
New York
$1K – – –
LIM
841
Longfellow Investment Management
Massachusetts
$1K – – –
CAL
842
Capital Advisors Ltd
Ohio
$1K +$490 +3 New
AA
843
Addison Advisors
Vermont
$1K +$654 +4 New
MBFW
844
Morton Brown Family Wealth
Pennsylvania
$1K +$980 +6 New
CSWM
845
Cassady Schiller Wealth Management
Ohio
$1K +$1.14K +7 New
CFCI
846
Comprehensive Financial Consultants Institutional
Indiana
$1K +$1.14K +7 New
NFSG
847
Newbridge Financial Services Group
Florida
$1K +$1.14K +7 New
S
848
Surevest
California
$1K +$1.14K +7 New
FGAM
849
Financial Gravity Asset Management
Texas
$447 +$222K +1,357 +45,233%
WA
850
WestEnd Advisors
North Carolina
$339 +$327 +2 New
32 33
34
35 36

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.