Arthur J. Gallagher & Co
364 hedge funds and large institutions have $5.95B invested in Arthur J. Gallagher & Co in 2014 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 171 increasing their positions, 74 reducing their positions, and 23 closing their positions.
131% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 74
130% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 23
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
20% more capital invested
Capital invested by funds: $4.94B → $5.95B (+$1.01B)
8% more funds holding
Funds holding: 336 → 364 (+28)
3.96% more ownership
Funds ownership: 77.37% → 81.33% (+4%)
69% less call options, than puts
Call options by funds: $256K | Put options by funds: $830K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$101M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$67.2M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
+$66.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$60.7M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$55.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$48.4M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$45.3M |
| 3 |
JP Morgan Chase
New York
|
-$22.5M |
| 4 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
-$21.9M |
| 5 |
GA
Geneva Advisors
Chicago,
Illinois
|
-$19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGH
376
Schonfeld Group Holdings
Jericho,
New York
| – | -$271K | -5,695 | Closed |
|
377
HSBC Holdings
London,
United Kingdom
| – | -$252K | -5,303 | Closed |
|
|
PFPT
378
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| – | -$211K | -4,435 | Closed |
|
|
DCM
379
Donaldson Capital Management
Evansville,
Indiana
| – | -$204K | -4,298 | Closed |
|
|
IC
380
IKOS CIF
Limassol,
Cyprus
| – | -$180K | -3,832 | Closed |
|
381
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$119K | -2,500 | Closed |
|
|
SF
382
Synovus Financial
Columbus,
Georgia
| – | -$38K | -794 | Closed |
|
|
CBT
383
Central Bank & Trust
Lexington,
Kentucky
| – | -$10K | -215 | Closed |
|
384
Walleye Trading
New York
| – | -$9 | -190 | Closed |
|
|
CCS
385
Crosspoint Capital Strategies
Orinda,
California
| – | -$4K | -91 | Closed |
|
AJG Hedge Fund Activity: Q2 2014 in Review
364 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2014, worth a combined $5.95B — up 20% from $4.94B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new AJG positions and 23 closed out — a net gain of 30 holders — while 171 added to existing stakes and 74 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Fiduciary Management Inc, cutting an estimated $48.4M.
- 364 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2014, up from 336 in Q1 2014.
- Funds reported $5.95B of Arthur J. Gallagher & Co stock for Q2 2014, up 20% quarter-over-quarter.
- 53 funds opened new Arthur J. Gallagher & Co positions in Q2 2014 and 23 closed out, a net change of +30 holders.
- The largest Arthur J. Gallagher & Co buyer in Q2 2014 was Citadel Advisors, an estimated $101M added.
- The largest Arthur J. Gallagher & Co seller in Q2 2014 was Fiduciary Management Inc, an estimated $48.4M sold.
Based on aggregated 13F filings for Q2 2014.