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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
IA
326
Icon Advisers
Colorado
$740K +$109K +1,700 +17%
CIC
327
Crawford Investment Counsel
Georgia
$725K – – –
BCM
328
Bayesian Capital Management
New York
$721K +$728K +11,400 New
HHC
329
Hutchin Hill Capital
New York
$721K +$728K +11,400 New
NA
330
Neuburgh Advisers
California
$710K +$26.1K +408 +4%
NIT
331
NumerixS Investment Technologies
British Columbia, Canada
$709K +$715K +11,200 New
WBC
332
Westpac Banking Corp
Australia
$707K – – –
KRS
333
Kentucky Retirement Systems
Kentucky
$706K +$8.24K +129 +1%
LTFS
334
Ladenburg Thalmann Financial Services
Florida
$704K -$72.1K -1,129 -9%
MNG
335
Manning & Napier Group
New York
$698K +$706K +11,055 New
CPIG
336
Chicago Partners Investment Group
Illinois
$694K – – –
TI
337
Trexquant Investment
Connecticut
$692K +$699K +10,939 New
LSERS
338
Louisiana State Employees Retirement System
Louisiana
$690K -$19.2K -300 -3%
MSS
339
Mitchell Sinkler & Starr
Pennsylvania
$690K – – –
AG
340
Advisor Group
Arizona
$684K -$560K -8,763 -45%
GCA
341
Gideon Capital Advisors
New York
$671K +$677K +10,601 New
SRAM
342
Stone Ridge Asset Management
New York
$665K +$671K +10,503 New
BTS
343
BB&T Securities
Virginia
$655K -$1.43M -22,443 -68%
UFG
344
United Fire Group
Iowa
$653K – – –
MML Investors Services
345
MML Investors Services
Massachusetts
$647K +$134K +2,095 +26%
FBFS
346
First Business Financial Services
Wisconsin
$641K +$138K +2,160 +27%
QAM
347
Quantres Asset Management
Cayman Islands
$639K +$645K +10,100 New
BHWM
348
Bar Harbor Wealth Management
New Hampshire
$637K +$52.7K +825 +9%
TTWM
349
TCV Trust & Wealth Management
Virginia
$628K -$7.98K -125 -1%
RJT
350
Raymond James Trust
Florida
$624K -$62K -971 -9%
12 13
14
15 16

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.