Arthur J. Gallagher & Co
433 hedge funds and large institutions have $5.73B invested in Arthur J. Gallagher & Co in 2015 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 161 increasing their positions, 151 reducing their positions, and 30 closing their positions.
110% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 30
69% more call options, than puts
Call options by funds: $2.66M | Put options by funds: $1.57M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
7% more funds holding
Funds holding: 405 → 433 (+28)
7% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 151
0% less capital invested
Capital invested by funds: $5.75B → $5.73B (-$16.6M)
0.62% less ownership
Funds ownership: 81.78% → 81.17% (-0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$260M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$36.9M |
| 3 |
State Street
Boston,
Massachusetts
|
+$25.7M |
| 4 |
Two Sigma Advisers
New York
|
+$23.4M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$90.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$39.3M |
| 3 |
Calamos Advisors
Naperville,
Illinois
|
-$35.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$32.4M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
-$27.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MC
451
Miles Capital
West Des Moines,
Iowa
| – | -$493K | -11,949 | Closed |
|
|
BA
452
Bridgewater Associates
Westport,
Connecticut
| – | -$472K | -11,428 | Closed |
|
|
QC
453
QCM Cayman
Houston,
Texas
| – | -$315K | -7,627 | Closed |
|
|
BT
454
Beacon Trust
Morristown,
New Jersey
| – | -$295K | -7,155 | Closed |
|
|
ARTA
455
A.R.T. Advisors
New York
| – | -$234K | -5,682 | Closed |
|
|
1GA
456
1st Global Advisors
Dallas,
Texas
| – | -$201K | -4,879 | Closed |
|
457
Twin Tree Management
Dallas,
Texas
| – | -$132K | -3,188 | Closed |
|
|
CG
458
Colony Group
Boston,
Massachusetts
| – | -$30K | -725 | Closed |
|
|
KCM
459
Karp Capital Management
Sausalito,
California
| – | -$21K | -500 | Closed |
|
|
W
460
Wealthfront
Palo Alto,
California
| – | -$14K | -331 | Closed |
|
|
MA
461
MUFG Americas
New York
| – | -$9K | -225 | Closed |
|
|
NMIS
462
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| – | -$2K | -40 | Closed |
|
463
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -30 | Closed |
|
|
BCMIO
464
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | +$43 | +1 | New |
|
AJG Hedge Fund Activity: Q4 2015 in Review
433 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2015, worth a combined $5.73B — down 0.29% from $5.75B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new AJG positions and 30 closed out — a net gain of 33 holders — while 161 added to existing stakes and 151 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $260M. The largest seller was Capital International Investors, cutting an estimated $90.5M.
- 433 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2015, up from 405 in Q3 2015.
- Funds reported $5.73B of Arthur J. Gallagher & Co stock for Q4 2015, down 0.29% quarter-over-quarter.
- 63 funds opened new Arthur J. Gallagher & Co positions in Q4 2015 and 30 closed out, a net change of +33 holders.
- The largest Arthur J. Gallagher & Co buyer in Q4 2015 was JP Morgan Chase, an estimated $260M added.
- The largest Arthur J. Gallagher & Co seller in Q4 2015 was Capital International Investors, an estimated $90.5M sold.
Based on aggregated 13F filings for Q4 2015.