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Arthur J. Gallagher & Co

490 hedge funds and large institutions have $7.6B invested in Arthur J. Gallagher & Co in 2016 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 178 increasing their positions, 162 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $499K

52% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 48

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4% more funds holding

Funds holding: 471490 (+19)

10% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 162

3% more capital invested

Capital invested by funds: $7.36B → $7.6B (+$236M)

0.85% less ownership

Funds ownership: 82.93%82.08% (-0.85%)

Holders
490
Holders Change
+19
Holders Change %
+4.03%
% of All Funds
12.25%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
73
Increased
178
Reduced
162
Closed
48
Calls
$2.05M
Puts
$499K
Net Calls
+$1.55M
Net Calls Change
-$229K
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
326
Louisiana State Employees Retirement System
Louisiana
$582K -$5.03K -100 -0.9%
CIC
327
Crawford Investment Counsel
Georgia
$576K +$4.78K +95 +0.9%
MSS
328
Mitchell Sinkler & Starr
Pennsylvania
$566K
NB
329
Norinchukin Bank
Japan
$562K -$358K -7,125 -40%
GBBWRPM
330
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$548K -$24.2K -481 -4%
TTWM
331
TCV Trust & Wealth Management
Virginia
$541K -$23.9K -475 -4%
UFG
332
United Fire Group
Iowa
$536K
SAM
333
Shell Asset Management
Netherlands
$536K +$1.11K +22 +0.2%
IG
334
ING Group
Netherlands
$531K +$185K +3,671 +56%
COPPSERS
335
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$530K +$4.48K +89 +0.9%
PRCM
336
Pine River Capital Management
Minnesota
$530K +$513K +10,200 New
VF
337
Virtu Financial
New York
$529K +$512K +10,185 New
TC
338
TFS Capital
Pennsylvania
$526K +$509K +10,126 New
NA
339
Neuburgh Advisers
California
$525K +$508K +10,098 New
Tudor Investment Corp
340
Tudor Investment Corp
Connecticut
$515K +$499K +9,913 New
JWM
341
Janiczek Wealth Management
Colorado
$512K +$495K +9,850 New
LIM
342
Leavell Investment Management
Alabama
$508K
AIL
343
AGF Investments LLC
Ontario, Canada
$504K +$487K +9,690 New
RQS
344
Ramsey Quantitative Systems
Kentucky
$488K +$472K +9,389 New
BHWM
345
Bar Harbor Wealth Management
New Hampshire
$479K +$21.9K +436 +5%
GT
346
Glenmede Trust
Pennsylvania
$471K +$1.71K +34 +0.4%
Rafferty Asset Management
347
Rafferty Asset Management
New York
$459K -$123K -2,436 -22%
P
348
Pitcairn
Pennsylvania
$457K -$9.91K -197 -2%
ST
349
Somerset Trust
Pennsylvania
$451K -$15.4K -307 -3%
OA
350
Oxbow Advisors
Texas
$447K -$510K -10,150 -54%

AJG Hedge Fund Activity: Q4 2016 in Review

490 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2016, worth a combined $7.6B — up 3.2% from $7.36B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AJG positions and 48 closed out — a net gain of 25 holders — while 178 added to existing stakes and 162 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $89.8M. The largest seller was Capital International Investors, exiting entirely with an estimated $220M sold.

  • 490 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2016, up from 471 in Q3 2016.
  • Funds reported $7.6B of Arthur J. Gallagher & Co stock for Q4 2016, up 3.2% quarter-over-quarter.
  • 73 funds opened new Arthur J. Gallagher & Co positions in Q4 2016 and 48 closed out, a net change of +25 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2016 was JP Morgan Chase, an estimated $89.8M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2016 was Capital International Investors, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2016.