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Arthur J. Gallagher & Co

471 hedge funds and large institutions have $7.36B invested in Arthur J. Gallagher & Co in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 178 increasing their positions, 163 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $774K

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

6% more capital invested

Capital invested by funds: $6.93B → $7.36B (+$425M)

9% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 163

0.53% more ownership

Funds ownership: 82.4%82.93% (+0.53%)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

2% less funds holding

Funds holding: 480471 (-9)

Holders
471
Holders Change
-9
Holders Change %
-1.88%
% of All Funds
12.57%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
39
Increased
178
Reduced
163
Closed
42
Calls
$2.55M
Puts
$774K
Net Calls
+$1.78M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
401
Canada Pension Plan Investment Board
Ontario, Canada
$168K -$144K -2,910 -47%
Creative Planning
402
Creative Planning
Kansas
$164K +$46.7K +946 +41%
EWM
403
Evercore Wealth Management
New York
$163K
OMCS
404
Old Mutual Customised Solutions
South Africa
$158K
Pacer Advisors
405
Pacer Advisors
Pennsylvania
$157K -$692K -14,013 -82%
QI
406
QS Investors
New York
$117K
MAM
407
Mizuho Asset Management
Japan
$113K -$4.15K -84 -4%
CLOS
408
Compagnie Lombard Odier SCmA
Switzerland
$80K +$28.9K +586 +59%
CBOA
409
Commonwealth Bank of Australia
Australia
$79K
SWA
410
Sutton Wealth Advisors
Florida
$75.2K
VIA
411
Virtus Investment Advisers
Connecticut
$74K +$71.3K +1,445 New
VOYA Investment Management
412
VOYA Investment Management
Georgia
$73.6K -$3.19M -64,521 -4%
IWMPD
413
Integrated Wealth Management (Palm Desert)
California
$73K -$31.2K -632 -31%
NSIM
414
North Star Investment Management
Illinois
$73K +$296 +6 +0.4%
FNBT
415
FineMark National Bank & Trust
Florida
$71K +$1.63K +33 +2%
GWM
416
Geneos Wealth Management
Colorado
$69K +$49 +1 +0.1%
CHC
417
City Holding Co
West Virginia
$65K +$2.52K +51 +4%
ST
418
Smithfield Trust
Pennsylvania
$61K +$10.9K +220 +23%
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$59K
WOC
420
West Oak Capital
California
$58.9K +$12K +243 +27%
EFSCE
421
Enterprise Financial Services Corp (EFSC)
Missouri
$49K
ASN
422
Advisory Services Network
Georgia
$43K -$4K -81 -9%
JCM
423
Jacobi Capital Management
Pennsylvania
$38K
NO
424
Ninety One
South Africa
$37K +$4.94K +100 +16%
GLI
425
Guardian Life Insurance
New York
$34K

AJG Hedge Fund Activity: Q3 2016 in Review

471 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2016, worth a combined $7.36B — up 6.1% from $6.93B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AJG and 39 opened new positions — a net loss of 3 holders — while 163 trimmed existing stakes and 178 added.

The largest buyer was Invesco, adding an estimated $72.6M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $43.7M.

  • 471 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2016, down from 480 in Q2 2016.
  • Funds reported $7.36B of Arthur J. Gallagher & Co stock for Q3 2016, up 6.1% quarter-over-quarter.
  • 39 funds opened new Arthur J. Gallagher & Co positions in Q3 2016 and 42 closed out, a net change of -3 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2016 was Invesco, an estimated $72.6M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2016 was Manulife (Manufacturers Life Insurance), an estimated $43.7M sold.

Based on aggregated 13F filings for Q3 2016.