We are live on ! Find out more
AJG icon

Arthur J. Gallagher & Co
AJG

514 hedge funds and large institutions have $9.26B invested in Arthur J. Gallagher & Co in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 170 increasing their positions, 195 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

92% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $1.15M

11% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 44

10% more capital invested

Capital invested by funds: $8.46B → $9.26B (+$805M)

1.22% more ownership

Funds ownership: 82.3% → 83.52% (+1.2%)

0% less funds holding

Funds holding: 516 → 514 (-2)

13% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 195

Holders
514
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
12.81%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.25%
New
49
Increased
170
Reduced
195
Closed
44
Calls
$2.21M
Puts
$1.15M
Net Calls
+$1.06M
Net Calls Change
+$700K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$146M
2
Bank of America
Bank of America
North Carolina
+$64.5M
3
WHG
Westwood Holdings Group
Texas
+$47.2M
4
Goldman Sachs
Goldman Sachs
New York
+$29.2M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$17.1M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$97.7M
2
Franklin Resources
Franklin Resources
California
-$37.3M
3
JP Morgan Chase
JP Morgan Chase
New York
-$29.4M
4
Millennium Management
Millennium Management
New York
-$28.6M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$24M
Name Holding Trade Value Shares
Change 		Change in
Stake
PK
451
Pflug Koory
Nebraska
$77K +$3.82K +65 +5%
SIAS
452
Shine Investment Advisory Services
Colorado
$77K +$58.8K +1,000 +400%
TWA
453
TCI Wealth Advisors
Arizona
$71K +$63.2K +1,075 +1,344%
EFSCE
454
Enterprise Financial Services Corp (EFSC)
Missouri
$65K – – –
FMII
455
Farmers & Merchants Investments Inc
Nebraska
$64K +$882 +15 +1%
ARMT
456
Amica Retiree Medical Trust
Rhode Island
$60K +$57.7K +980 New
TCM
457
Tributary Capital Management
Nebraska
$55K +$52.9K +900 New
HNB
458
Huntington National Bank
Ohio
$53K – – –
TCOV
459
Trust Company of Vermont
Vermont
$49K – – –
NO
460
Ninety One
South Africa
$48K – – –
CHP
461
Cable Hill Partners
Oregon
$48K +$45.7K +776 New
ASN
462
Advisory Services Network
Georgia
$40K -$3.29K -56 -8%
Acadian Asset Management
463
Acadian Asset Management
Massachusetts
$39K – – –
PCP
464
Proficio Capital Partners
Massachusetts
$38K – – –
FWM
465
Focused Wealth Management
New York
$36K – – –
DCM
466
Dupont Capital Management
Delaware
$32K -$1K -17 -3%
AP
467
Atwood & Palmer
Missouri
$31K – – –
GWM
468
Geneos Wealth Management
Colorado
$28K +$59 +1 +0.2%
WA
469
WealthTrust-Arizona
Arizona
$25K -$3.24K -55 -12%
GLI
470
Guardian Life Insurance
New York
$25K – – –
VCM
471
Versant Capital Management
Arizona
$20K -$294 -5 -1%
Fuller & Thaler Asset Management
472
Fuller & Thaler Asset Management
California
$17K – – –
HFM
473
Hartford Financial Management
Connecticut
$17K – – –
ACM
474
AUA Capital Management
Pennsylvania
$15K – – –
BFEC
475
Benjamin F. Edwards & Company
Missouri
$15K – – –
17 18
19
20 21

AJG Hedge Fund Activity: Q3 2017 in Review

514 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2017, worth a combined $9.26B — up 9.5% from $8.46B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AJG positions and 44 closed out — a net gain of 5 holders — while 170 added to existing stakes and 195 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $146M. The largest seller was Citadel Advisors, cutting an estimated $97.7M.

  • 514 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2017, down from 516 in Q2 2017.
  • Funds reported $9.26B of Arthur J. Gallagher & Co stock for Q3 2017, up 9.5% quarter-over-quarter.
  • 49 funds opened new Arthur J. Gallagher & Co positions in Q3 2017 and 44 closed out, a net change of +5 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2017 was Wellington Management Group, an estimated $146M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2017 was Citadel Advisors, an estimated $97.7M sold.

Based on aggregated 13F filings for Q3 2017.