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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.8B +$165M +1,364,674 +6%
BlackRock
2
BlackRock
New York
$2.45B -$68.3M -565,930 -3%
State Street
3
State Street
Massachusetts
$1.12B +$47.8M +395,806 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.01B +$20.8M +172,146 +2%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$988M -$5.21M -43,136 -0.5%
JP Morgan Chase
6
JP Morgan Chase
New York
$545M -$4.22M -34,933 -0.8%
Capital International Investors
7
Capital International Investors
California
$537M +$312K +2,588 +0.1%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$503M +$53.5M +443,262 +12%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$489M +$3.36M +27,873 +0.7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$428M +$12.1M +100,553 +3%
Charles Schwab
11
Charles Schwab
California
$354M -$77.8M -644,500 -18%
Victory Capital Management
12
Victory Capital Management
Texas
$292M +$49.8M +412,516 +21%
Invesco
13
Invesco
Georgia
$292M +$20.2M +167,385 +8%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$287M -$2M -16,551 -0.7%
CIP
15
Champlain Investment Partners
Vermont
$287M -$18M -148,800 -6%
Northern Trust
16
Northern Trust
Illinois
$256M -$2.75M -22,775 -1%
Norges Bank
17
Norges Bank
Norway
$238M -$2.76M -22,879 -1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$230M +$4.94M +40,907 +2%
Fidelity International
19
Fidelity International
Bermuda
$198M -$12.2M -101,445 -6%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$185M -$6.29M -52,129 -3%
Bank of America
21
Bank of America
North Carolina
$181M +$11.5M +94,991 +7%
BAM
22
Burgundy Asset Management
Ontario, Canada
$163M +$172K +1,427 +0.1%
Legal & General Group
23
Legal & General Group
United Kingdom
$149M -$2.33M -19,315 -2%
Swiss National Bank
24
Swiss National Bank
Switzerland
$129M +$2.33M +19,300 +2%
Mawer Investment Management
25
Mawer Investment Management
Alberta, Canada
$124M +$21.6M +178,578 +22%

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.