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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
MA
501
MUFG Americas
New York
$60K +$57.8K +905 +2,207%
ASN
502
Advisory Services Network
Georgia
$57K +$16.6K +260 +40%
HNB
503
Huntington National Bank
Ohio
$56K +$1.34K +21 +2%
NO
504
Ninety One
South Africa
$56K +$7.03K +110 +14%
TCOV
505
Trust Company of Vermont
Vermont
$51K – – –
AF
506
Advisornet Financial
Minnesota
$49K +$49.9K +782 New
PI
507
PineBridge Investments
New York
$47K -$274K -4,283 -85%
CHP
508
Cable Hill Partners
Oregon
$45K -$4.47K -70 -9%
CBT
509
Capital Bank & Trust
California
$45K +$35.1K +549 +323%
MAM
510
Meeder Asset Management
Ohio
$44K +$30.1K +472 +212%
Acadian Asset Management
511
Acadian Asset Management
Massachusetts
$40K – – –
CIBC Private Wealth Group
512
CIBC Private Wealth Group
Georgia
$38K +$38.1K +597 New
PCP
513
Proficio Capital Partners
Massachusetts
$37K -$2.36K -37 -6%
FWM
514
Focused Wealth Management
New York
$37K – – –
GLI
515
Guardian Life Insurance
New York
$37K +$11.8K +185 +46%
AP
516
Atwood & Palmer
Missouri
$32K – – –
Simplex Trading
517
Simplex Trading
Illinois
$30K +$30.6K +479 New
GWM
518
Geneos Wealth Management
Colorado
$29K – – –
DCM
519
Delpha Capital Management
New York
$29K +$29.5K +462 New
SLF
520
Sun Life Financial
Ontario, Canada
$25K -$59.7K -934 -70%
IWP
521
Icon Wealth Partners
Texas
$25K +$24.9K +390 New
CB
522
Community Bank
New York
$22K +$8.62K +135 +68%
VCM
523
Versant Capital Management
Arizona
$21K – – –
STA
524
Summit Trail Advisors
New York
$20K +$19.9K +311 New
Fuller & Thaler Asset Management
525
Fuller & Thaler Asset Management
California
$18K – – –
19 20
21
22 23

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.