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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
AIM
451
Advantage Investment Management
Iowa
$7K
CPIG
452
Chicago Partners Investment Group
Illinois
$6K
FIB
453
First Interstate Bank
Montana
$6K
GI
454
Gradient Investments
Minnesota
$6K
VNA
455
Valley National Advisers
Pennsylvania
$6K
JIC
456
Joel Isaacson & Co
New York
$5K
OFS
457
Orrstown Financial Services
Pennsylvania
$5K +$3.46K +70 +200%
MSFP
458
Mark Sheptoff Financial Planning
Connecticut
$4K
QCG
459
Quadrant Capital Group
Ohio
$4K
SFG
460
SevenBridge Financial Group
Pennsylvania
$4K
SSB
461
Sandy Spring Bank
Maryland
$3K -$8.98K -182 -74%
HIM
462
Hillsdale Investment Management
Ontario, Canada
$3K -$987 -20 -25%
TDC
463
Thompson Davis & Co
Virginia
$3K
TCM
464
TD Capital Management
Tennessee
$3K +$2.77K +56 New
OSAM
465
O'Shaughnessy Asset Management
Connecticut
$3K +$2.96K +60 New
HCM
466
Herndon Capital Management
Georgia
$1K
PRS
467
Pinkerton Retirement Specialists
Idaho
$1K
PIA
468
Piedmont Investment Advisors
North Carolina
$457
D.E. Shaw & Co
469
D.E. Shaw & Co
New York
-$9.65M -202,701 Closed
Axa
470
Axa
France
-$8.87M -186,334 Closed
SCA
471
Secor Capital Advisors
New York
-$7.25M -152,396 Closed
TNB
472
Thomasville National Bank
Georgia
-$6.46M -135,736 Closed
LG
473
Leuthold Group
Minnesota
-$5.8M -121,802 Closed
Capstone Investment Advisors
474
Capstone Investment Advisors
New York
-$4.58M -96,185 Closed
Two Sigma Investments
475
Two Sigma Investments
New York
-$3.52M -73,969 Closed

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.