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Arthur J. Gallagher & Co

471 hedge funds and large institutions have $7.36B invested in Arthur J. Gallagher & Co in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 178 increasing their positions, 163 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $774K

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

6% more capital invested

Capital invested by funds: $6.93B → $7.36B (+$425M)

9% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 163

0.53% more ownership

Funds ownership: 82.4%82.93% (+0.53%)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

2% less funds holding

Funds holding: 480471 (-9)

Holders
471
Holders Change
-9
Holders Change %
-1.88%
% of All Funds
12.57%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
39
Increased
178
Reduced
163
Closed
42
Calls
$2.55M
Puts
$774K
Net Calls
+$1.78M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
301
Calvert Investment Management
Maryland
$697K +$22K +446 +3%
KRS
302
Kentucky Retirement Systems
Kentucky
$688K -$75.7K -1,533 -10%
AG
303
Advisor Group
Arizona
$681K -$43.8K -888 -6%
SMDAM
304
Sumitomo Mitsui DS Asset Management
Japan
$678K -$1.88K -38 -0.3%
TG
305
TCW Group
California
$666K +$4.94K +100 +0.8%
SAM
306
Sawgrass Asset Management
Florida
$663K +$75.3K +1,525 +13%
CS
307
Candriam SCA
Luxembourg
$651K -$66.8K -1,354 -10%
RJT
308
Raymond James Trust
Florida
$649K +$54.7K +1,109 +10%
WA
309
WBH Advisory
Maryland
$635K
SI
310
SII Investments
Wisconsin
$600K +$15.3K +309 +3%
WBC
311
Westpac Banking Corp
Australia
$582K +$90.4K +1,832 +19%
DL
312
Delta Lloyd
Netherlands
$578K
LSERS
313
Louisiana State Employees Retirement System
Louisiana
$575K -$14.8K -300 -3%
Rafferty Asset Management
314
Rafferty Asset Management
New York
$573K -$378K -7,656 -40%
EWA
315
EP Wealth Advisors
California
$570K +$5.92K +120 +1%
CIC
316
Crawford Investment Counsel
Georgia
$560K -$34.8K -704 -6%
GBBWRPM
317
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$560K
TTWM
318
TCV Trust & Wealth Management
Virginia
$554K -$64.2K -1,300 -11%
MSS
319
Mitchell Sinkler & Starr
Pennsylvania
$554K
LMGAM
320
Liberty Mutual Group Asset Management
Massachusetts
$551K -$108K -2,196 -17%
BFM
321
Boothbay Fund Management
New York
$537K -$379K -7,675 -42%
PL
322
Parkwood LLC
Ohio
$536K
UFG
323
United Fire Group
Iowa
$525K
SAM
324
Shell Asset Management
Netherlands
$524K -$132K -2,668 -21%
AP
325
AHL Partners
United Kingdom
$524K +$508K +10,289 New

AJG Hedge Fund Activity: Q3 2016 in Review

471 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2016, worth a combined $7.36B — up 6.1% from $6.93B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AJG and 39 opened new positions — a net loss of 3 holders — while 163 trimmed existing stakes and 178 added.

The largest buyer was Invesco, adding an estimated $72.6M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $43.7M.

  • 471 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2016, down from 480 in Q2 2016.
  • Funds reported $7.36B of Arthur J. Gallagher & Co stock for Q3 2016, up 6.1% quarter-over-quarter.
  • 39 funds opened new Arthur J. Gallagher & Co positions in Q3 2016 and 42 closed out, a net change of -3 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2016 was Invesco, an estimated $72.6M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2016 was Manulife (Manufacturers Life Insurance), an estimated $43.7M sold.

Based on aggregated 13F filings for Q3 2016.