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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
EWM
476
Evercore Wealth Management
New York
$190K – – –
CLOS
477
Compagnie Lombard Odier SCmA
Switzerland
$178K +$53.7K +841 +42%
LS
478
Livforsakringsbolaget Skandia
Sweden
$171K -$44.7K -700 -21%
Federated Hermes
479
Federated Hermes
Pennsylvania
$164K +$163K +2,553 +6,227%
OC
480
Oakworth Capital
Alabama
$160K +$51.5K +806 +50%
RIM
481
Rampart Investment Management
Connecticut
$154K +$13.9K +217 +10%
C
482
Cerebellum
California
$154K +$155K +2,427 New
QI
483
QS Investors
New York
$146K – – –
Point72 Asset Management
484
Point72 Asset Management
Connecticut
$139K -$4.36M -68,300 -97%
PFA
485
Pathway Financial Advisors
Vermont
$133K +$134K +2,100 New
ST
486
Smithfield Trust
Pennsylvania
$124K +$24K +375 +24%
TAM
487
Tiverton Asset Management
Delaware
$123K +$124K +1,943 New
WTB
488
Washington Trust Bank
Washington
$110K -$63.9K -1,000 -37%
CAPTRUST Financial Advisors
489
CAPTRUST Financial Advisors
North Carolina
$109K +$110K +1,722 New
WAM
490
Wealthspire Advisors (Maryland)
Maryland
$108K -$67.3K -1,054 -38%
TRCT
491
Tower Research Capital (TRC)
New York
$108K +$109K +1,702 New
VCM
492
Virtue Capital Management
Tennessee
$92K +$92.6K +1,449 New
WOC
493
West Oak Capital
California
$89.1K +$6.39K +100 +8%
IDBONY
494
Israel Discount Bank of New York
New York
$87K – – –
PK
495
Pflug Koory
Nebraska
$79K – – –
SIAS
496
Shine Investment Advisory Services
Colorado
$79K – – –
CHC
497
City Holding Co
West Virginia
$78K -$3.26K -51 -4%
FMII
498
Farmers & Merchants Investments Inc
Nebraska
$67K +$1.28K +20 +2%
EFSCE
499
Enterprise Financial Services Corp (EFSC)
Missouri
$62K -$5.11K -80 -8%
ARMT
500
Amica Retiree Medical Trust
Rhode Island
$62K – – –
18 19
20
21 22

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.