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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
MGWM
201
Marks Group Wealth Management
Minnesota
$5.59M -$32.3K -284 -0.6%
First Trust Advisors
202
First Trust Advisors
Illinois
$5.52M +$1.86M +16,306 +58%
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$5.47M +$15.9K +140 +0.3%
SAM
204
Smithbridge Asset Management
Pennsylvania
$5.44M -$45K -395 -0.9%
MC
205
MRJ Capital
New York
$5.41M -$22.8K -200 -0.5%
DILIC
206
Dai-ichi Life Insurance Company
Japan
$5.37M +$1.3M +11,414 +36%
SIA
207
Sit Investment Associates
Minnesota
$5.33M -$362K -3,175 -7%
M&T Bank
208
M&T Bank
New York
$5.28M +$90.9K +798 +2%
AC
209
Alley Company
Illinois
$5.14M -$25.5M -224,294 -84%
LWMG
210
Levy Wealth Management Group
Pennsylvania
$5.06M +$4.66M +40,896 New
DWA
211
Douglass Winthrop Advisors
New York
$5.03M -$63.2K -555 -1%
EP
212
Edgestream Partners
New Jersey
$4.97M +$4.58M +40,205 New
SIC
213
Sigma Investment Counselors
Michigan
$4.87M +$2.25M +19,736 +100%
GIBU
214
Gulf International Bank (UK)
United Kingdom
$4.84M -$218K -1,918 -5%
TC
215
TownSquare Capital
Utah
$4.82M +$327K +2,870 +8%
DA
216
DCM Advisors
New York
$4.76M +$4.38M +38,500 New
URS
217
Utah Retirement Systems
Utah
$4.73M +$251K +2,200 +6%
HIP
218
Harrell Investment Partners
Texas
$4.61M
RJFSA
219
Raymond James Financial Services Advisors
Florida
$4.6M -$1.45M -12,712 -25%
AIMCA
220
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.5M +$786K +6,900 +23%
Nomura Asset Management
221
Nomura Asset Management
Japan
$4.43M +$290K +2,550 +8%
FAF
222
Första AP-fonden
Sweden
$4.42M +$968K +8,500 +31%
MAM
223
Mastrapasqua Asset Management
Tennessee
$4.36M -$434K -3,810 -10%
BMO
224
Beck Mack & Oliver
New York
$4.33M
KLCM
225
KG&L Capital Management
Louisiana
$4.33M

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.