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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
Los Angeles Capital Management
101
Los Angeles Capital Management
California
$23.7M -$2.11M -18,533 -9%
Truist Financial
102
Truist Financial
North Carolina
$22.4M +$8.47M +74,376 +70%
LIP
103
Liontrust Investment Partners
United Kingdom
$22M +$20.2M +177,600 New
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$21.6M +$347K +3,051 +2%
CIP
105
Chartwell Investment Partners
Pennsylvania
$20.5M -$8.83M -77,563 -32%
Nordea Investment Management
106
Nordea Investment Management
Sweden
$20.5M +$1.82M +15,995 +11%
MSV
107
MN Services Vermogensbeheer
Netherlands
$20.4M +$273K +2,400 +1%
Russell Investments Group
108
Russell Investments Group
United Kingdom
$19.9M +$1.77M +15,503 +11%
PAS
109
Professional Advisory Services
Florida
$19.1M -$702K -6,167 -4%
TNB
110
Thomasville National Bank
Georgia
$18.8M -$41K -360 -0.2%
VNIM
111
Vaughan Nelson Investment Management
Texas
$18.4M -$13.4M -117,286 -44%
Prudential Financial
112
Prudential Financial
New Jersey
$18.3M +$20.4K +179 +0.1%
FWCM
113
Ferguson Wellman Capital Management
Oregon
$18M +$306K +2,691 +2%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$17.1M -$693K -6,086 -4%
CI Investments Inc
115
CI Investments Inc
Ontario, Canada
$16.1M +$14.5M +127,427 +5,045%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$15.9M -$815K -7,159 -5%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$15.3M +$193K +1,694 +1%
Toronto Dominion Bank
118
Toronto Dominion Bank
Ontario, Canada
$15.3M +$2.25M +19,761 +19%
PC
119
PhiloSmith Capital
Connecticut
$15.2M
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$14.9M -$31.9M -280,204 -70%
SEI Investments
121
SEI Investments
Pennsylvania
$14.8M -$2.23M -19,548 -14%
RG
122
Rathbones Group
United Kingdom
$14.6M -$14.8K -130 -0.1%
NPPM
123
North Point Portfolio Managers
Ohio
$14.3M +$153K +1,347 +1%
SFI
124
Susquehanna Fundamental Investments
Pennsylvania
$14.2M +$7.66M +67,258 +142%
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$14.1M +$1.53M +13,477 +13%

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.