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Arthur J. Gallagher & Co

351 hedge funds and large institutions have $4.8B invested in Arthur J. Gallagher & Co in 2013 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

25% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $1.95M

9% more capital invested

Capital invested by funds: $4.4B → $4.8B (+$407M)

4% more funds holding

Funds holding: 338351 (+13)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 123

0.52% more ownership

Funds ownership: 76.94%77.46% (+0.52%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
351
Holders Change
+13
Holders Change %
+3.85%
% of All Funds
10.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
41
Increased
131
Reduced
123
Closed
25
Calls
$2.43M
Puts
$1.95M
Net Calls
+$481K
Net Calls Change
+$97K
Name Holding Trade Value Shares
Change
Change in
Stake
BG
26
Bahl & Gaynor
Ohio
$40.9M +$1.39M +29,845 +4%
CIP
27
Champlain Investment Partners
Vermont
$40M -$632K -13,600 -2%
Bank of America
28
Bank of America
North Carolina
$39.1M +$2.2M +47,289 +6%
RFC
29
Regions Financial Corp
Alabama
$35.3M +$82K +1,765 +0.2%
Invesco
30
Invesco
Georgia
$35.1M +$941K +20,258 +3%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$34.9M -$211K -4,540 -0.6%
ECA
32
Endeavour Capital Advisors
Connecticut
$33.2M -$72K -1,551 -0.2%
Deutsche Bank
33
Deutsche Bank
Germany
$33M -$8.72M -187,820 -21%
Ameriprise
34
Ameriprise
Minnesota
$30.8M +$6.77M +145,874 +29%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$28.1M +$2.29M +49,201 +9%
PI
36
PGGM Investments
Netherlands
$27.4M
GA
37
Geneva Advisors
Illinois
$26.5M +$329K +7,082 +1%
FIM
38
FourPoints Investment Managers
France
$25.2M -$1.01M -21,724 -4%
Renaissance Technologies
39
Renaissance Technologies
New York
$25.1M -$2.18M -46,900 -8%
USAA
40
United Services Automobile Association
Texas
$23.2M +$17.1M +367,400 +289%
JHIU
41
Janus Henderson Investors US
Colorado
$22.4M +$13.4M +288,300 +152%
Legal & General Group
42
Legal & General Group
United Kingdom
$22.2M +$99.2K +2,136 +0.5%
BG
43
BlackRock Group
United Kingdom
$21.6M -$112K -2,416 -0.5%
Morgan Stanley
44
Morgan Stanley
New York
$20.9M +$579K +12,469 +3%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$19M +$164K +3,532 +0.9%
SIA
46
Sit Investment Associates
Minnesota
$18.9M +$17.8M +383,050 +1,935%
ACH
47
ArrowMark Colorado Holdings
Colorado
$18M +$613K +13,200 +4%
WA
48
Westport Advisers
Connecticut
$18M -$929K -20,000 -5%
BIM
49
BlackRock Investment Management
Delaware
$17.8M +$282K +6,075 +2%
KCM
50
Kames Capital Management
United Kingdom
$17.6M +$3.18M +68,551 +22%

AJG Hedge Fund Activity: Q4 2013 in Review

351 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2013, worth a combined $4.8B — up 9.3% from $4.4B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AJG positions and 25 closed out — a net gain of 16 holders — while 131 added to existing stakes and 123 trimmed.

The largest buyer was Capital International Investors, adding an estimated $158M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $207M sold.

  • 351 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2013, up from 338 in Q3 2013.
  • Funds reported $4.8B of Arthur J. Gallagher & Co stock for Q4 2013, up 9.3% quarter-over-quarter.
  • 41 funds opened new Arthur J. Gallagher & Co positions in Q4 2013 and 25 closed out, a net change of +16 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2013 was Capital International Investors, an estimated $158M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2013 was Capital Research Global Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2013.