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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
KPCM
176
Kings Point Capital Management
New York
$7.48M +$201K +1,667 +3%
Mitsubishi UFJ Asset Management
177
Mitsubishi UFJ Asset Management
Japan
$7.46M +$1.03M +8,531 +17%
RWM
178
Rench Wealth Management
Texas
$7.26M +$34.6K +287 +0.5%
AUB
179
Atlantic Union Bankshares
Virginia
$7.25M +$190K +1,574 +3%
NIPH
180
NN Investment Partners Holdings
Netherlands
$7.1M +$538K +4,461 +9%
DekaBank Deutsche Girozentrale
181
DekaBank Deutsche Girozentrale
Germany
$7.08M +$315K +2,608 +5%
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$7.08M +$517K +4,286 +8%
CWM
183
CIBC World Markets
New York
$6.93M -$2.63M -21,753 -28%
ASRS
184
Arizona State Retirement System
Arizona
$6.92M +$66K +547 +1%
TF
185
Tompkins Financial
New York
$6.87M +$80.5K +667 +1%
IMPI
186
Ilmarinen Mutual Pension Insurance
Finland
$6.74M
LPL Financial
187
LPL Financial
California
$6.58M +$137K +1,133 +2%
SLAM
188
Swiss Life Asset Management
$6.55M -$3.03M -25,086 -32%
ProShare Advisors
189
ProShare Advisors
Maryland
$6.47M +$491K +4,067 +9%
Millennium Management
190
Millennium Management
New York
$6.31M +$3.24M +26,813 +113%
SOMRS
191
State of Michigan Retirement System
Michigan
$6.07M +$36.2K +300 +0.6%
Qube Research & Technologies (QRT)
192
Qube Research & Technologies (QRT)
United Kingdom
$5.78M +$1.63M +13,507 +41%
MIM
193
MetLife Investment Management
New Jersey
$5.76M -$64.9K -538 -1%
Korea Investment Corp
194
Korea Investment Corp
South Korea
$5.71M -$205K -1,700 -4%
ROC
195
Running Oak Capital
Minnesota
$5.71M +$41.3K +342 +0.8%
SWP
196
Stratos Wealth Partners
Ohio
$5.63M -$471K -3,900 -8%
SAM
197
Smithbridge Asset Management
Pennsylvania
$5.63M +$135K +1,115 +3%
H
198
Hexavest
Quebec, Canada
$5.48M -$885K -7,336 -14%
MC
199
MRJ Capital
New York
$5.45M -$12.1K -100 -0.2%
MGWM
200
Marks Group Wealth Management
Minnesota
$5.43M -$176K -1,458 -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.