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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
GIA
426
Granite Investment Advisors
New Hampshire
$301K +$303K +4,750 New
HIM
427
Hutchens Investment Management
New Hampshire
$300K +$303K +4,750 New
MERSOM
428
Municipal Employees' Retirement System of Michigan
Michigan
$294K – – –
FAAS
429
First Allied Advisory Services
California
$293K -$146K -2,282 -33%
SS
430
Sunbelt Securities
Texas
$293K +$1.85K +29 +0.6%
CC
431
ClearArc Capital
Ohio
$292K -$575 -9 -0.2%
SBH
432
Segall Bryant & Hamill
Illinois
$291K +$12.5K +196 +4%
PFC
433
Phocas Financial Corp
California
$286K – – –
CI
434
Conning Inc
Connecticut
$285K +$288K +4,510 New
BFM
435
Boothbay Fund Management
New York
$283K +$286K +4,476 New
BRC
436
Bell Rock Capital
Delaware
$282K – – –
V
437
Veritable
Delaware
$282K +$5.88K +92 +2%
GLA
438
Great Lakes Advisors
Illinois
$279K +$281K +4,405 New
HS
439
HighVista Strategies
Massachusetts
$278K -$31.9K -500 -10%
GCC
440
Game Creek Capital
Massachusetts
$278K +$281K +4,400 New
DT
441
Diversified Trust
Tennessee
$277K – – –
LCM
442
Laurion Capital Management
New York
$276K +$278K +4,356 New
ECM
443
Everence Capital Management
Indiana
$276K +$279K +4,367 New
Parallax Volatility Advisers
444
Parallax Volatility Advisers
California
$272K +$275K +4,303 New
AI
445
Atria Investments
North Carolina
$271K -$2.66M -41,621 -91%
GAAM
446
Guinness Atkinson Asset Management
California
$267K – – –
CSIC
447
Clifford Swan Investment Counsel
California
$266K – – –
CCM
448
Coldstream Capital Management
Washington
$265K +$38.1K +597 +17%
AWM
449
Avior Wealth Management
Nebraska
$265K +$268K +4,190 New
Mariner
450
Mariner
Kansas
$262K -$2.68K -42 -1%
16 17
18
19 20

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.