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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.

New
Increased
Maintained
Reduced
Closed

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: 1620 (+4)

20% more capital invested

Capital invested by funds: $16.8B → $20.2B (+$3.32B)

4% more funds holding

Funds holding: 693722 (+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

Holders
722
Holders Change
+29
Holders Change %
+4.18%
% of All Funds
12.78%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
97
Increased
239
Reduced
267
Closed
62
Calls
$49.3M
Puts
$13.9M
Net Calls
+$35.4M
Net Calls Change
+$7.44M
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
76
Waddell & Reed Financial
Kansas
$35.1M +$5.03M +44,180 +18%
National Pension Service
77
National Pension Service
South Korea
$34.8M +$251K +2,206 +0.8%
Robeco Institutional Asset Management
78
Robeco Institutional Asset Management
Netherlands
$34.5M +$3.2M +28,143 +11%
PAM
79
Panagora Asset Management
Massachusetts
$33.3M +$531K +4,662 +2%
Principal Financial Group
80
Principal Financial Group
Iowa
$32.9M -$2.11M -18,541 -7%
AllianceBernstein
81
AllianceBernstein
Tennessee
$32.5M -$1.29M -11,304 -4%
UCFA
82
United Capital Financial Advisors
Texas
$32.3M -$342K -3,002 -1%
Allianz Asset Management
83
Allianz Asset Management
Germany
$31.7M +$15.9M +139,503 +120%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$31.2M +$2.21M +19,395 +8%
WF
85
Welch & Forbes
Massachusetts
$30.5M +$2.08M +18,256 +8%
Canada Life
86
Canada Life
Manitoba, Canada
$30.5M +$1.45M +12,700 +5%
GIA
87
Gateway Investment Advisers
Ohio
$30.3M -$4.88M -42,891 -15%
CI
88
Cooper Investors
Australia
$29.7M +$1.93M +16,925 +8%
EIP
89
Epoch Investment Partners
New York
$29.7M -$1.59M -13,976 -6%
US Bancorp
90
US Bancorp
Minnesota
$29.4M -$4.35M -38,188 -14%
AAMU
91
Amundi Asset Management US
Massachusetts
$28.9M +$2.04M +17,875 +8%
Connor, Clark & Lunn Investment Management (CC&L)
92
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$28M +$747K +6,561 +3%
CC
93
Cornerstone Capital
California
$27.4M -$1.9M -16,719 -7%
Franklin Resources
94
Franklin Resources
California
$27.3M -$4.73M -41,503 -16%
Citigroup
95
Citigroup
New York
$27.3M +$6.19M +54,337 +33%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$27.1M -$643K -5,648 -3%
Comerica Bank
97
Comerica Bank
Texas
$27M +$2.26M +19,876 +10%
SO
98
STRS Ohio
Ohio
$25.8M -$3.55M -31,172 -13%
PP
99
Prospector Partners
Connecticut
$24.5M -$1.4M -12,250 -6%
William Blair Investment Management
100
William Blair Investment Management
Illinois
$24.1M -$6.09M -53,435 -22%

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.