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Arthur J. Gallagher & Co

584 hedge funds and large institutions have $9.77B invested in Arthur J. Gallagher & Co in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 207 increasing their positions, 213 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $3.02M | Put options by funds: $2.29M

0.36% more ownership

Funds ownership: 82.88%83.24% (+0.36%)

3% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 213

3% less funds holding

Funds holding: 603584 (-19)

6% less capital invested

Capital invested by funds: $10.4B → $9.77B (-$596M)

23% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 61

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
584
Holders Change
-19
Holders Change %
-3.15%
% of All Funds
13.37%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.09%
New
47
Increased
207
Reduced
213
Closed
61
Calls
$3.02M
Puts
$2.29M
Net Calls
+$733K
Net Calls Change
-$7.18M
Name Holding Trade Value Shares
Change
Change in
Stake
SRAM
326
Stone Ridge Asset Management
New York
$770K +$6.77K +100 +0.9%
SIM
327
Sentry Investment Management
Wisconsin
$765K -$33.5K -494 -4%
IA
328
Icon Advisers
Colorado
$764K
NA
329
Neuburgh Advisers
California
$759K +$78.3K +1,156 +11%
SAM
330
Shamrock Asset Management
Texas
$742K
JIP
331
Jaffetilchin Investment Partners
Florida
$740K +$447K +6,602 +140%
MNG
332
Manning & Napier Group
New York
$736K +$14.6K +215 +2%
WBC
333
Westpac Banking Corp
Australia
$729K
WA
334
WBH Advisory
Maryland
$718K -$115K -1,700 -13%
MF
335
Magnetar Financial
Illinois
$718K +$745K +11,003 New
CPIG
336
Chicago Partners Investment Group
Illinois
$716K
WAM
337
World Asset Management
Michigan
$713K -$63.9K -943 -8%
LTFS
338
Ladenburg Thalmann Financial Services
Florida
$708K
FBFS
339
First Business Financial Services
Wisconsin
$699K -$11.3K -167 -2%
LSERS
340
Louisiana State Employees Retirement System
Louisiana
$698K -$27.1K -400 -4%
UFG
341
United Fire Group
Iowa
$674K
WTC
342
WhitTier Trust Company
Nevada
$670K +$9.82K +145 +1%
CWM
343
Cornerstone Wealth Management
Missouri
$667K +$2.95M +43,528 New
CIC
344
Crawford Investment Counsel
Georgia
$663K -$88K -1,300 -11%
WB
345
Wilks Brothers
Texas
$653K +$677K +10,000 New
BHWM
346
Bar Harbor Wealth Management
New Hampshire
$649K +$12.7K +187 +2%
RJT
347
Raymond James Trust
Florida
$642K -$51.3K -757 -7%
HighTower Advisors
348
HighTower Advisors
Illinois
$641K -$292K -4,308 -31%
LIM
349
Leavell Investment Management
Alabama
$639K
Public Sector Pension Investment Board (PSP Investments)
350
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$631K

AJG Hedge Fund Activity: Q2 2018 in Review

584 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2018, worth a combined $9.77B — down 5.7% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AJG and 47 opened new positions — a net loss of 14 holders — while 213 trimmed existing stakes and 207 added.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $250M. The largest seller was JP Morgan Chase, cutting an estimated $43M.

  • 584 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2018, down from 603 in Q1 2018.
  • Funds reported $9.77B of Arthur J. Gallagher & Co stock for Q2 2018, down 5.7% quarter-over-quarter.
  • 47 funds opened new Arthur J. Gallagher & Co positions in Q2 2018 and 61 closed out, a net change of -14 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $250M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2018 was JP Morgan Chase, an estimated $43M sold.

Based on aggregated 13F filings for Q2 2018.