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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
LIM
351
Leavell Investment Management
Alabama
$619K – – –
MCM
352
Maryland Capital Management
Maryland
$617K -$340K -5,325 -35%
Tudor Investment Corp
353
Tudor Investment Corp
Connecticut
$616K +$622K +9,738 New
Public Sector Pension Investment Board (PSP Investments)
354
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$612K – – –
GT
355
Glenmede Trust
Pennsylvania
$603K -$1.53K -24 -0.3%
SI
356
SII Investments
Wisconsin
$602K -$14.1K -221 -2%
SAM
357
Shell Asset Management
Netherlands
$586K – – –
FCM
358
Flinton Capital Management
Pennsylvania
$585K +$21.5K +336 +4%
GCP
359
GSA Capital Partners
United Kingdom
$576K +$581K +9,104 New
JWM
360
Janiczek Wealth Management
Colorado
$573K – – –
MWP
361
MYCIO Wealth Partners
Pennsylvania
$572K – – –
OMCS
362
Old Mutual Customised Solutions
South Africa
$571K +$211K +3,300 +58%
AA
363
Ancora Advisors
Ohio
$565K +$570K +8,930 New
ACG
364
Allen Capital Group
Nebraska
$555K +$560K +8,773 New
SFG
365
SNS Financial Group
Minnesota
$553K -$82.1K -1,285 -13%
AMI
366
Amica Mutual Insurance
Rhode Island
$552K – – –
ST
367
Somerset Trust
Pennsylvania
$548K -$7.41K -116 -1%
GXMC
368
Global X Management Company
New York
$536K -$47.3K -741 -8%
OAM
369
Oppenheimer Asset Management
New York
$518K – – –
Axa
370
Axa
France
$505K -$10.1M -158,647 -95%
SAM
371
Seelaus Asset Management
New Jersey
$499K +$504K +7,890 New
DAS
372
Dynamic Advisor Solutions
Arizona
$496K – – –
RCM
373
RNC Capital Management
California
$490K – – –
WA
374
Waverly Advisors
Alabama
$474K +$16.1K +252 +3%
DTL
375
Dynamic Technology Lab
Singapore
$470K +$120K +1,883 +34%
13 14
15
16 17

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.