We are live on ! Find out more
AJG icon

Arthur J. Gallagher & Co

730 hedge funds and large institutions have $20.1B invested in Arthur J. Gallagher & Co in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 257 increasing their positions, 264 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

468% more call options, than puts

Call options by funds: $42.2M | Put options by funds: $7.43M

25% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 57

1% more funds holding

Funds holding: 722730 (+8)

0.35% less ownership

Funds ownership: 85.15%84.8% (-0.35%)

0% less capital invested

Capital invested by funds: $20.2B → $20.1B (-$74.2M)

3% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 264

35% less funds holding in top 10

Funds holding in top 10: 2013 (-7)

Holders
730
Holders Change
+8
Holders Change %
+1.11%
% of All Funds
12.82%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.23%
New
71
Increased
257
Reduced
264
Closed
57
Calls
$42.2M
Puts
$7.43M
Net Calls
+$34.8M
Net Calls Change
-$562K
Name Holding Trade Value Shares
Change
Change in
Stake
Retirement Systems of Alabama
76
Retirement Systems of Alabama
Alabama
$39.2M +$28.6M +236,871 +308%
Wells Fargo
77
Wells Fargo
California
$38.8M -$10.4M -86,359 -22%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$38.1M -$1.73M -14,337 -4%
National Pension Service
79
National Pension Service
South Korea
$35.7M +$614K +5,088 +2%
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$35.1M -$5.18M -42,900 -13%
PAM
81
Panagora Asset Management
Massachusetts
$34.2M +$590K +4,891 +2%
AAMU
82
Amundi Asset Management US
Massachusetts
$34M +$4.66M +38,648 +17%
Principal Financial Group
83
Principal Financial Group
Iowa
$33.6M +$336K +2,780 +1%
Axa
84
Axa
France
$33.5M +$25.9M +214,763 +402%
Citigroup
85
Citigroup
New York
$32.3M +$4.61M +38,198 +17%
UCFA
86
United Capital Financial Advisors
Texas
$31.8M -$778K -6,448 -2%
AllianceBernstein
87
AllianceBernstein
Tennessee
$31.7M -$1.1M -9,135 -3%
WF
88
Welch & Forbes
Massachusetts
$31.5M +$659K +5,459 +2%
GIA
89
Gateway Investment Advisers
Ohio
$30.5M +$5.91K +49 +0%
EIP
90
Epoch Investment Partners
New York
$29M -$900K -7,456 -3%
Comerica Bank
91
Comerica Bank
Texas
$28.4M -$2.79M -23,152 -10%
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$28.4M +$27.5M +227,492 New
Teacher Retirement System of Texas
93
Teacher Retirement System of Texas
Texas
$28.2M +$13.5M +111,666 +98%
Connor, Clark & Lunn Investment Management (CC&L)
94
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$27.7M -$530K -4,394 -2%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$27M -$4.7M -38,984 -15%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$26.5M -$774K -6,410 -3%
Franklin Resources
97
Franklin Resources
California
$25.9M -$1.64M -13,578 -6%
CC
98
Cornerstone Capital
California
$25.2M -$2.39M -19,783 -9%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$24.1M +$8.78M +72,735 +60%
William Blair Investment Management
100
William Blair Investment Management
Illinois
$23.6M -$694K -5,751 -3%

AJG Hedge Fund Activity: Q1 2021 in Review

730 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q1 2021, worth a combined $20.1B — down 0.37% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new AJG positions and 57 closed out — a net gain of 14 holders — while 257 added to existing stakes and 264 trimmed.

The largest buyer was Vanguard Group, adding an estimated $165M. The largest seller was Charles Schwab, cutting an estimated $77.8M.

  • 730 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q1 2021, up from 722 in Q4 2020.
  • Funds reported $20.1B of Arthur J. Gallagher & Co stock for Q1 2021, down 0.37% quarter-over-quarter.
  • 71 funds opened new Arthur J. Gallagher & Co positions in Q1 2021 and 57 closed out, a net change of +14 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q1 2021 was Vanguard Group, an estimated $165M added.
  • The largest Arthur J. Gallagher & Co seller in Q1 2021 was Charles Schwab, an estimated $77.8M sold.

Based on aggregated 13F filings for Q1 2021.