We are live on ! Find out more
AJG icon

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
Janney Montgomery Scott
376
Janney Montgomery Scott
Pennsylvania
$469K +$2.43K +38 +0.5%
DCM
377
Dynamic Capital Management
Jersey
$468K -$3.4M -53,193 -88%
AIA
378
Allegis Investment Advisors
Idaho
$467K +$85K +1,331 +22%
Thrivent Financial for Lutherans
379
Thrivent Financial for Lutherans
Minnesota
$464K +$4.34K +68 +0.9%
Assenagon Asset Management
380
Assenagon Asset Management
Luxembourg
$463K +$467K +7,317 New
GH
381
GAM Holding
Switzerland
$459K -$141K -2,203 -23%
TAM
382
Tyers Asset Management
Texas
$459K +$16.9K +264 +4%
LMGAM
383
Liberty Mutual Group Asset Management
Massachusetts
$454K -$5.56K -87 -1%
BUB
384
BBVA USA Bancshares
Texas
$453K -$7.73K -121 -2%
HC
385
Hourglass Capital
Texas
$447K – – –
Baird Financial Group
386
Baird Financial Group
Wisconsin
$446K -$6K -94 -1%
AWCI
387
Alpine Woods Capital Investors
New York
$443K -$12.8K -200 -3%
I
388
IberiaBank
Louisiana
$443K +$28.4K +445 +7%
BIM
389
Bridges Investment Management
Nebraska
$443K +$448K +7,010 New
FA
390
FCG Advisors
New Jersey
$430K – – –
CFA
391
Carroll Financial Associates
North Carolina
$428K -$3.19K -50 -0.7%
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$424K -$24.5K -383 -5%
GSBTD
393
Glenview State Bank Trust Department
Illinois
$424K +$28.7K +450 +7%
W
394
Wealthfront
California
$422K +$97.3K +1,523 +30%
CI
395
Cigna Investments
Connecticut
$420K -$12.8K -200 -3%
EOJOAM
396
E. Ohman J:or Asset Management
Sweden
$411K +$57.5K +900 +16%
SB
397
Suntrust Banks
Georgia
$410K +$39.7K +622 +11%
DIM
398
DC Investments Management
Virginia
$408K +$412K +6,455 New
APFBOT
399
Amica Pension Fund Board of Trustees
Rhode Island
$407K – – –
P
400
Pitcairn
Pennsylvania
$404K -$46.7K -731 -10%
14 15
16
17 18

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.