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Arthur J. Gallagher & Co

516 hedge funds and large institutions have $8.46B invested in Arthur J. Gallagher & Co in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 202 increasing their positions, 159 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 25

73% more call options, than puts

Call options by funds: $859K | Put options by funds: $496K

27% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 159

5% more funds holding

Funds holding: 491516 (+25)

1% more capital invested

Capital invested by funds: $8.41B → $8.46B (+$50.6M)

0.57% less ownership

Funds ownership: 82.87%82.3% (-0.57%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
516
Holders Change
+25
Holders Change %
+5.09%
% of All Funds
12.86%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
54
Increased
202
Reduced
159
Closed
25
Calls
$859K
Puts
$496K
Net Calls
+$363K
Net Calls Change
-$657K
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
401
Phocas Financial Corp
California
$259K -$872K -15,421 -77%
Federated Hermes
402
Federated Hermes
Pennsylvania
$258K +$72.2K +1,277 +40%
DT
403
Diversified Trust
Tennessee
$257K
CC
404
ClearArc Capital
Ohio
$252K +$2.66K +47 +1%
Susquehanna International Group
405
Susquehanna International Group
Pennsylvania
$252K +$249K +4,400 New
V
406
Veritable
Delaware
$248K +$1.86K +33 +0.8%
BRC
407
Bell Rock Capital
Delaware
$247K +$243K +4,295 New
Jane Street
408
Jane Street
New York
$246K -$681K -12,048 -74%
AIP
409
Ameritas Investment Partners
Nebraska
$242K
GAAM
410
Guinness Atkinson Asset Management
California
$242K
Mirae Asset Global Investments
411
Mirae Asset Global Investments
South Korea
$241K -$6.5K -115 -3%
CSIC
412
Clifford Swan Investment Counsel
California
$240K +$16.8K +297 +8%
DIA
413
Denver Investment Advisors
Colorado
$236K -$8.99K -159 -4%
GBT
414
Grove Bank & Trust
Florida
$236K +$44.7K +790 +24%
TSS
415
Two Sigma Securities
New York
$236K +$233K +4,117 New
YMRC
416
Yorktown Management & Research Company
Virginia
$235K
Creative Planning
417
Creative Planning
Kansas
$235K +$86.7K +1,534 +60%
SSA
418
Schonfeld Strategic Advisors
New York
$234K +$231K +4,082 New
PNC
419
Park National Corp
Ohio
$233K
Verition Fund Management
420
Verition Fund Management
Connecticut
$230K +$227K +4,024 New
AIA
421
Allegis Investment Advisors
Idaho
$227K +$225K +3,973 New
HAG
422
HighPoint Advisor Group
Illinois
$226K
IIC
423
Ironwood Investment Counsel
Arizona
$226K +$223K +3,939 New
William Blair & Company
424
William Blair & Company
Illinois
$224K +$221K +3,904 New
GC
425
Gilbert & Cook
Iowa
$224K +$221K +3,915 New

AJG Hedge Fund Activity: Q2 2017 in Review

516 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2017, worth a combined $8.46B — up 0.6% from $8.41B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AJG positions and 25 closed out — a net gain of 29 holders — while 202 added to existing stakes and 159 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $119M. The largest seller was JP Morgan Chase, cutting an estimated $194M.

  • 516 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2017, up from 491 in Q1 2017.
  • Funds reported $8.46B of Arthur J. Gallagher & Co stock for Q2 2017, up 0.6% quarter-over-quarter.
  • 54 funds opened new Arthur J. Gallagher & Co positions in Q2 2017 and 25 closed out, a net change of +29 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2017 was Citadel Advisors, an estimated $119M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2017 was JP Morgan Chase, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2017.