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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
II
401
IFM Investors
Australia
$401K – – –
Pacer Advisors
402
Pacer Advisors
Pennsylvania
$388K +$149K +2,330 +61%
Fifth Third Bancorp
403
Fifth Third Bancorp
Ohio
$384K +$24.7K +387 +7%
RBA
404
Richard Bernstein Advisors
New York
$382K +$385K +6,034 New
IA
405
IFP Advisors
Florida
$380K -$71.2K -1,115 -16%
MC
406
Menta Capital
California
$373K +$377K +5,900 New
VIA
407
Vident Investment Advisory
Georgia
$369K -$25.7K -403 -6%
FTIOP
408
Fiduciary Trust International of Pennsylvania
Pennsylvania
$367K – – –
PA
409
Profund Advisors
Maryland
$363K +$70.8K +1,108 +24%
RCM
410
Riverhead Capital Management
Delaware
$358K -$6.96K -109 -2%
FHA
411
First Horizon Advisors
Tennessee
$346K -$46.8K -732 -12%
ZCA
412
Zeke Capital Advisors
Pennsylvania
$346K – – –
RA
413
RFG Advisory
Alabama
$346K +$64 +1 +0%
BOH
414
Bank of Hawaii
Hawaii
$344K -$22.2K -348 -6%
Daiwa Securities Group
415
Daiwa Securities Group
Japan
$339K +$4.15K +65 +1%
CIM
416
Contravisory Investment Management
Massachusetts
$336K +$33.4K +523 +11%
GHCM
417
Glen Harbor Capital Management
California
$334K +$12.3K +192 +4%
PIA
418
Piedmont Investment Advisors
North Carolina
$326K +$113K +1,763 +52%
TCB
419
Texas Capital Bancshares
Texas
$321K -$511 -8 -0.2%
MSA
420
Marino Stram & Associates
Massachusetts
$320K +$323K +5,061 New
WCM
421
Washington Capital Management
Washington
$316K – – –
CA
422
Cetera Advisors
Colorado
$315K -$64 -1 -0%
BRWA
423
B. Riley Wealth Advisors
Florida
$307K -$2.04K -32 -0.7%
KRSITF
424
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$304K +$3.51K +55 +1%
Creative Planning
425
Creative Planning
Kansas
$302K +$305K +4,771 New
15 16
17
18 19

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.