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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
DIA
451
Denver Investment Advisors
Colorado
$261K – – –
PNC
452
Park National Corp
Ohio
$257K – – –
William Blair & Company
453
William Blair & Company
Illinois
$255K – – –
AIP
454
Ameritas Investment Partners
Nebraska
$253K -$14.8K -232 -5%
EBIM
455
Eagle Boston Investment Management
Massachusetts
$249K +$34.7K +544 +17%
FIM
456
Foresters Investment Management
New York
$248K +$8.75K +137 +4%
CCM
457
CrestPoint Capital Management
Missouri
$247K +$249K +3,900 New
WA
458
Winfield Associates
Ohio
$244K – – –
Mirae Asset Global Investments
459
Mirae Asset Global Investments
South Korea
$243K -$4.09K -64 -2%
MA
460
MANA Advisors
New York
$239K +$241K +3,775 New
IIC
461
Ironwood Investment Counsel
Arizona
$231K -$25.4K -398 -10%
CM
462
Castleark Management
Illinois
$227K -$6.09M -95,290 -96%
CPA
463
Court Place Advisors
Maryland
$225K – – –
CAN
464
Cetera Advisor Networks
California
$223K -$3.51K -55 -2%
HAG
465
HighPoint Advisor Group
Illinois
$222K -$3.77K -59 -2%
Cambridge Investment Research Advisors
466
Cambridge Investment Research Advisors
Iowa
$218K -$25.4K -398 -10%
EDRH
467
Edmond de Rothschild Holding
Switzerland
$217K – – –
EWA
468
EP Wealth Advisors
California
$216K +$2.49K +39 +1%
BC
469
Brinker Capital
Pennsylvania
$209K -$255 -4 -0.1%
DWM
470
Doyle Wealth Management
Florida
$209K – – –
Jane Street
471
Jane Street
New York
$207K +$208K +3,264 New
PGIM
472
Pacific Global Investment Management
California
$207K +$209K +3,270 New
B
473
Barings
North Carolina
$202K +$204K +3,200 New
WB
474
Webster Bank
Connecticut
$199K – – –
GBT
475
Grove Bank & Trust
Florida
$196K -$28.1K -440 -12%
17 18
19
20 21

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.