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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
S
426
SignatureFD
Georgia
$30K +$9.63K +195 +49%
JFA
427
JNBA Financial Advisors
Minnesota
$30K +$29.4K +595 New
PCP
428
Proficio Capital Partners
Massachusetts
$29K
HNB
429
Huntington National Bank
Ohio
$27K -$1.78K -36 -6%
AP
430
Atwood & Palmer
Missouri
$25K
NFG
431
Next Financial Group
Texas
$25K +$4.94K +100 +25%
OC
432
Oakworth Capital
Alabama
$25K +$7.41K +150 +45%
SAMC
433
Shinko Asset Management Company
Japan
$24K
WA
434
WealthTrust-Arizona
Arizona
$24K
MFS
435
MSI Financial Services
Massachusetts
$22K
TCIM
436
TIAA CREF Investment Management
New York
$21.2K +$2.59M +52,525 +14%
WP
437
WealthPLAN Partners
Nebraska
$20.8K -$20.4K -413 -50%
FWM
438
Focused Wealth Management
New York
$19K
VCM
439
Versant Capital Management
Arizona
$16K -$1.63K -33 -9%
FANJ
440
Financial Architects (New Jersey)
New Jersey
$15K
Fuller & Thaler Asset Management
441
Fuller & Thaler Asset Management
California
$14K
HFM
442
Hartford Financial Management
Connecticut
$14K +$7.21K +146 +101%
CG
443
Cutler Group
California
$14K +$14.1K +285 New
BFEC
444
Benjamin F. Edwards & Company
Missouri
$13K
IWC
445
Integrated Wealth Counsel
California
$13K +$12.1K +246 New
KF
446
Krilogy Financial
Missouri
$12K +$11.9K +242 New
EWM
447
Edge Wealth Management
New York
$10K
GAM
448
Gemmer Asset Management
California
$10K
TC
449
Trust Company
Kansas
$10K
Carson Wealth (CWM LLC)
450
Carson Wealth (CWM LLC)
Nebraska
$8K

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.