We are live on ! Find out more
AJG icon

Arthur J. Gallagher & Co

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: 510 (+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: 516514 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$78.5M +$5.16M +87,760 +7%
Principal Financial Group
27
Principal Financial Group
Iowa
$76.7M +$251K +4,272 +0.3%
SO
28
STRS Ohio
Ohio
$61.6M +$3.65K +62 +0%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$59.5M +$1.36M +23,066 +2%
RFC
30
Regions Financial Corp
Alabama
$59.3M -$58.8K -999 -0.1%
Legal & General Group
31
Legal & General Group
United Kingdom
$59.2M +$3.78M +64,288 +7%
GC
32
Guggenheim Capital
Illinois
$58.8M +$1.36M +23,136 +2%
ORIO
33
Old Republic International (ORI)
Illinois
$52.3M -$3.25M -55,200 -6%
Charles Schwab
34
Charles Schwab
California
$50.7M +$1.47M +25,055 +3%
WHG
35
Westwood Holdings Group
Texas
$49.4M +$47.2M +802,206 New
DZ Bank
36
DZ Bank
Germany
$47.4M +$1.16M +19,749 +3%
AA
37
ALPS Advisors
Colorado
$46.7M -$2.9M -49,350 -6%
Morgan Stanley
38
Morgan Stanley
New York
$46.5M +$6.87M +116,844 +18%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$46.2M +$419K +7,115 +1%
Deutsche Bank
40
Deutsche Bank
Germany
$43.5M +$6.52M +110,796 +19%
Citadel Advisors
41
Citadel Advisors
Florida
$43.2M -$97.7M -1,661,422 -70%
Millennium Management
42
Millennium Management
New York
$42.2M -$28.6M -485,342 -41%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$41.5M +$7.17M +121,847 +22%
Swiss National Bank
44
Swiss National Bank
Switzerland
$40.7M +$588K +10,000 +2%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$40.3M +$8.92M +151,620 +30%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$39.8M +$61.7K +1,049 +0.2%
FPCG
47
Fort Pitt Capital Group
Pennsylvania
$38.5M -$189K -3,219 -0.5%
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$37M +$11.6M +198,000 +49%
KCM
49
Kornitzer Capital Management
Kansas
$36M -$380K -6,455 -1%
Comerica Bank
50
Comerica Bank
Texas
$35.6M -$2.89M -49,162 -8%

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.