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Arthur J. Gallagher & Co

480 hedge funds and large institutions have $6.93B invested in Arthur J. Gallagher & Co in 2016 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 24

23% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 146

14% more call options, than puts

Call options by funds: $2.19M | Put options by funds: $1.93M

11% more funds holding

Funds holding: 431480 (+49)

9% more capital invested

Capital invested by funds: $6.38B → $6.93B (+$558M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.36% less ownership

Funds ownership: 82.76%82.4% (-0.36%)

Holders
480
Holders Change
+49
Holders Change %
+11.37%
% of All Funds
12.81%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
79
Increased
180
Reduced
146
Closed
24
Calls
$2.19M
Puts
$1.93M
Net Calls
+$265K
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
451
Versant Capital Management
Arizona
$16K
OC
452
Oakworth Capital
Alabama
$16K +$9.97K +215 +181%
FANJ
453
Financial Architects (New Jersey)
New Jersey
$14K +$2.64K +57 +25%
CF
454
CenterStar Fund
Illinois
$13K
Fuller & Thaler Asset Management
455
Fuller & Thaler Asset Management
California
$13K
BFEC
456
Benjamin F. Edwards & Company
Missouri
$12K -$9.46K -204 -45%
SSB
457
Sandy Spring Bank
Maryland
$12K
TC
458
Trust Company
Kansas
$10K
EWM
459
Edge Wealth Management
New York
$9K
GAM
460
Gemmer Asset Management
California
$9K +$835 +18 +10%
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$8K
AIM
462
Advantage Investment Management
Iowa
$7K
CPIG
463
Chicago Partners Investment Group
Illinois
$6K
HFM
464
Hartford Financial Management
Connecticut
$6K
VNA
465
Valley National Advisers
Pennsylvania
$6K
GI
466
Gradient Investments
Minnesota
$5K -$4.04M -87,122 -100%
JIC
467
Joel Isaacson & Co
New York
$5K
FIB
468
First Interstate Bank
Montana
$5K +$1.39K +30 +38%
HIM
469
Hillsdale Investment Management
Ontario, Canada
$4K -$928 -20 -20%
QCG
470
Quadrant Capital Group
Ohio
$4K +$2.04K +44 +71%
MSFP
471
Mark Sheptoff Financial Planning
Connecticut
$4K +$3.43K +74 New
ACM
472
Argentus Capital Management
Texas
$3K -$7.61K -164 -73%
TDC
473
Thompson Davis & Co
Virginia
$3K +$2.69K +58 New
SFG
474
SevenBridge Financial Group
Pennsylvania
$3K +$3.25K +70 New
CFG
475
Citizens Financial Group
Rhode Island
$2K +$1.48K +32 New

AJG Hedge Fund Activity: Q2 2016 in Review

480 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2016, worth a combined $6.93B — up 8.8% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AJG positions and 24 closed out — a net gain of 55 holders — while 180 added to existing stakes and 146 trimmed.

The largest buyer was Vanguard Group, adding an estimated $139M. The largest seller was BlackRock Fund Advisors, cutting an estimated $134M.

  • 480 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2016, up from 431 in Q1 2016.
  • Funds reported $6.93B of Arthur J. Gallagher & Co stock for Q2 2016, up 8.8% quarter-over-quarter.
  • 79 funds opened new Arthur J. Gallagher & Co positions in Q2 2016 and 24 closed out, a net change of +55 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2016 was Vanguard Group, an estimated $139M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2016 was BlackRock Fund Advisors, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2016.