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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
SIA
201
Sit Investment Associates
Minnesota
$5.37M
Los Angeles Capital Management
202
Los Angeles Capital Management
California
$5.35M -$17.9M -148,691 -78%
AC
203
Alley Company
Illinois
$5.29M +$103K +853 +2%
Daiwa Securities Group
204
Daiwa Securities Group
Japan
$5.26M -$2.13M -17,626 -29%
SAM
205
Strategy Asset Managers
California
$5.23M -$694K -5,752 -12%
RJFSA
206
Raymond James Financial Services Advisors
Florida
$5.21M +$546K +4,520 +12%
MAM
207
Mastrapasqua Asset Management
Tennessee
$5.2M +$772K +6,395 +18%
TC
208
TownSquare Capital
Utah
$5.1M +$238K +1,972 +5%
FAF
209
Första AP-fonden
Sweden
$5.09M +$616K +5,100 +14%
IP
210
Interval Partners
New York
$5.09M +$4.92M +40,800 New
DILIC
211
Dai-ichi Life Insurance Company
Japan
$5.08M -$333K -2,759 -6%
KWILP
212
Kiwi Wealth Investments Limited Partnership
New Zealand
$5M -$1.27M -10,510 -21%
FNBT
213
FineMark National Bank & Trust
Florida
$4.97M +$4.8M +39,809 New
M&T Bank
214
M&T Bank
New York
$4.95M -$365K -3,025 -7%
SIC
215
Sigma Investment Counselors
Michigan
$4.82M -$94.7K -785 -2%
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
$4.72M +$1.06M +8,749 +30%
DWA
217
Douglass Winthrop Advisors
New York
$4.66M -$400K -3,315 -8%
HIP
218
Harrell Investment Partners
Texas
$4.65M
LHC
219
Little House Capital
Massachusetts
$4.65M +$4.5M +37,285 New
CFB
220
Cullen/Frost Bankers
Texas
$4.61M +$1.28M +10,594 +40%
URS
221
Utah Retirement Systems
Utah
$4.57M -$193K -1,600 -4%
PFMOSF
222
Philadelphia Financial Management of San Francisco
California
$4.52M +$1.37M +11,311 +45%
Nomura Asset Management
223
Nomura Asset Management
Japan
$4.45M -$19.4K -161 -0.4%
NEI
224
Northwest & Ethical Investments
Ontario, Canada
$4.41M +$4.27M +35,369 New
HighTower Advisors
225
HighTower Advisors
Illinois
$4.4M +$481K +3,982 +13%

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.