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Arthur J. Gallagher & Co
AJG

584 hedge funds and large institutions have $9.69B invested in Arthur J. Gallagher & Co in 2017 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 190 increasing their positions, 198 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $570K

233% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 30

14% more funds holding

Funds holding: 514 → 584 (+70)

1.26% more ownership

Funds ownership: 83.52% → 84.78% (+1.3%)

5% more capital invested

Capital invested by funds: $9.26B → $9.69B (+$428M)

4% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 198

40% less funds holding in top 10

Funds holding in top 10: 10 → 6 (-4)

Holders
584
Holders Change
+70
Holders Change %
+13.62%
% of All Funds
13.25%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
100
Increased
190
Reduced
198
Closed
30
Calls
$2.02M
Puts
$570K
Net Calls
+$1.45M
Net Calls Change
+$386K

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$463M
2
WHG
Westwood Holdings Group
Texas
+$94M
3
GRP
Global Retirement Partners
California
+$45.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$22.5M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$21.5M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$275M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$74.4M
3
AA
ALPS Advisors
Colorado
-$46.7M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$32M
5
Invesco
Invesco
Georgia
-$31.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
276
Raymond James Financial Services Advisors
Florida
$1.22M -$22.4K -350 -2%
ACS
277
Archford Capital Strategies
Illinois
$1.21M -$63.9K -1,000 -5%
SCM
278
Stevens Capital Management
Pennsylvania
$1.19M +$1.2M +18,824 New
SAM
279
Securian Asset Management
Minnesota
$1.16M +$11.9K +187 +1%
CTC
280
Central Trust Company
Missouri
$1.15M – – –
TRSOTSOK
281
Teachers Retirement System of the State of Kentucky
Kentucky
$1.13M – – –
Envestnet Asset Management
282
Envestnet Asset Management
Illinois
$1.12M +$32.8K +513 +3%
CGH
283
Crossmark Global Holdings
Texas
$1.12M -$253K -3,968 -18%
SEC
284
Seven Eight Capital
New York
$1.11M +$1.12M +17,595 New
VIA
285
Virtus Investment Advisers
Connecticut
$1.1M -$46.4K -727 -4%
NMERB
286
New Mexico Educational Retirement Board
New Mexico
$1.09M +$38.3K +600 +4%
BBHC
287
Brown Brothers Harriman & Co
New York
$1.09M -$24.9K -390 -2%
Canada Pension Plan Investment Board
288
Canada Pension Plan Investment Board
Ontario, Canada
$1.08M -$14.4M -224,851 -93%
Capital Fund Management (CFM)
289
Capital Fund Management (CFM)
France
$1.08M +$1.09M +17,100 New
MCM
290
Mork Capital Management
California
$1.03M – – –
CG
291
Clinton Group
New York
$1.03M +$1.04M +16,258 New
OI
292
Oakbrook Investments
Illinois
$1.03M +$30.7K +480 +3%
COPPSERS
293
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.02M +$97.1K +1,520 +10%
CCM
294
Cadence Capital Management
Massachusetts
$1.01M -$31.4K -491 -3%
WAM
295
World Asset Management
Michigan
$1M -$74.3K -1,164 -7%
BCAM
296
Boston Common Asset Management
Massachusetts
$973K +$113K +1,775 +13%
ZAM
297
Zevin Asset Management
Massachusetts
$973K +$982K +15,370 New
AIL
298
AGF Investments LLC
Ontario, Canada
$972K +$185K +2,904 +23%
Arrowstreet Capital
299
Arrowstreet Capital
Massachusetts
$965K +$584K +9,148 +150%
Susquehanna International Group
300
Susquehanna International Group
Pennsylvania
$956K +$683K +10,700 +243%
10 11
12
13 14

AJG Hedge Fund Activity: Q4 2017 in Review

584 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2017, worth a combined $9.69B — up 4.6% from $9.26B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AJG positions and 30 closed out — a net gain of 70 holders — while 190 added to existing stakes and 198 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $463M. The largest seller was JP Morgan Chase, cutting an estimated $275M.

  • 584 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2017, up from 514 in Q3 2017.
  • Funds reported $9.69B of Arthur J. Gallagher & Co stock for Q4 2017, up 4.6% quarter-over-quarter.
  • 100 funds opened new Arthur J. Gallagher & Co positions in Q4 2017 and 30 closed out, a net change of +70 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2017 was Baillie Gifford & Co, an estimated $463M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2017 was JP Morgan Chase, an estimated $275M sold.

Based on aggregated 13F filings for Q4 2017.