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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

351 hedge funds and large institutions have $4.8B invested in Arthur J. Gallagher & Co in 2013 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+13
Holders Change %
+3.85%
% of All Funds
10.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
41
Increased
131
Reduced
123
Closed
25
Calls
$2.43M
Puts
$1.95M
Net Calls
+$481K
Net Calls Change
+$97K

Top Buyers

1
Capital International Investors
Capital International Investors
California
$342M
2
PP
Prudential plc
United Kingdom
$260M
3
PIM
Perkins Investment Management
Illinois
$81.9M
4
Goldman Sachs
Goldman Sachs
New York
$92.6M
5
American Century Companies
American Century Companies
Missouri
$43.1M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
Capital World Investors
Capital World Investors
California
$117M
3
CBOA
Commonwealth Bank of Australia
Australia
$4.95M
4
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$1.34M
5
Millennium Management
Millennium Management
New York
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
326
LS Investment Advisors
Michigan
$29K – – –
PFO
327
Pathstone Family Office
New Jersey
$25K +$25K +530 New
RNS
328
Robert N. Shapiro
$24K – – –
1IC
329
1919 Investment Counsel
Maryland
$24K – – –
PAS
330
Partnervest Advisory Services
California
$21K +$6.75K +142 +47%
FPCG
331
Fort Pitt Capital Group
Pennsylvania
$19.6K -$94 -2 -0.5%
FWM
332
Focused Wealth Management
New York
$17K +$144 +3 +0.9%
SHWM
333
Smith & Howard Wealth Management
Georgia
$16K +$16K +337 New
Creative Planning
334
Creative Planning
Kansas
$14K -$1.77K -38 -11%
WCBA
335
Weaver C. Barksdale & Associates
Tennessee
$13K +$1.18K +25 +10%
OIA
336
Optimum Investment Advisors
Illinois
$12K +$12K +260 New
Manulife (Manufacturers Life Insurance)
337
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.1K -$1.4K -29,824 -13%
RIA
338
Regal Investment Advisors
Michigan
$9K – – –
EFSCE
339
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
MFS
340
MSI Financial Services
Massachusetts
$7K +$7K +140 New
ST
341
Stifel Trust
Missouri
$6K – – –
SNT
342
Security National Trust
West Virginia
$6K – – –
OC
343
Oakworth Capital
Alabama
$6K +$6K +119 New
JIC
344
Joel Isaacson & Co
New York
$5K – – –
CG
345
Colony Group
Massachusetts
$4K +$4K +77 New
CCS
346
Crosspoint Capital Strategies
California
$4K +$4K +91 New
ST
347
Smithfield Trust
Pennsylvania
$3K +$3K +68 New
Lazard Asset Management
348
Lazard Asset Management
New York
$3K +$3K +73 New
NES
349
New England Securities
New York
$2K – – –
DIA
350
Denver Investment Advisors
Colorado
$558 -$61 -1,300 -10%
11 12 13
14
15