We are live on ! Find out more
AJG icon

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
BOC
301
Barbara Oil Co
Illinois
$949K – – –
ZIG
302
Zurich Insurance Group
Switzerland
$949K +$958K +15,000 New
WTC
303
WhitTier Trust Company
Nevada
$946K – – –
SM
304
Sciencast Management
New Jersey
$937K +$929K +14,539 New
NAM
305
Nissay Asset Management
Japan
$911K +$918K +14,379 New
SCM
306
Sitrin Capital Management
California
$908K – – –
QT
307
Quantbot Technologies
New York
$899K +$908K +14,208 New
SBIA
308
Sheaff Brock Investment Advisors
Indiana
$892K -$63.9K -1,000 -7%
PCM
309
Prelude Capital Management
New York
$873K -$310K -4,859 -26%
ANRIA
310
American National Registered Investment Advisor
Texas
$873K -$3.19K -50 -0.4%
UB
311
UMB Bank
Missouri
$869K -$128K -2,000 -13%
SMDAM
312
Sumitomo Mitsui DS Asset Management
Japan
$866K -$23.3K -365 -3%
HighTower Advisors
313
HighTower Advisors
Illinois
$858K -$173K -2,710 -17%
LFAS
314
Level Four Advisory Services
Texas
$849K +$84.2K +1,318 +11%
SIM
315
Sentry Investment Management
Wisconsin
$847K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
316
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$837K -$829K -12,976 -50%
Wolverine Trading
317
Wolverine Trading
Illinois
$829K +$836K +13,095 New
NA
318
NewEdge Advisors
Louisiana
$821K -$4.79K -75 -0.6%
LP
319
LMR Partners
United Kingdom
$810K +$817K +12,796 New
MNBTD
320
Moody National Bank Trust Division
Texas
$803K -$3.19K -50 -0.4%
WA
321
WBH Advisory
Maryland
$803K – – –
CIA
322
CCM Investment Advisers
South Carolina
$796K -$3.19K -50 -0.4%
NB
323
Norinchukin Bank
Japan
$772K +$66.7K +1,045 +9%
Skandinaviska Enskilda Banken (SEB)
324
Skandinaviska Enskilda Banken (SEB)
Sweden
$755K +$272K +4,265 +56%
SAM
325
Shamrock Asset Management
Texas
$752K – – –
11 12
13
14 15

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.