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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
HFM
526
Hartford Financial Management
Connecticut
$18K – – –
AS
527
Altshuler Shaham
Israel
$18K +$18.7K +292 New
WA
528
WealthTrust-Arizona
Arizona
$17K -$9.13K -143 -35%
AW
529
Alpha Windward
Massachusetts
$17K +$17.5K +274 New
BFEC
530
Benjamin F. Edwards & Company
Missouri
$16K – – –
FGC
531
Financial Gravity Companies
Texas
$16K +$14.6K +229 New
ACM
532
AUA Capital Management
Pennsylvania
$15K – – –
FANJ
533
Financial Architects (New Jersey)
New Jersey
$15K – – –
KF
534
Krilogy Financial
Missouri
$15K – – –
CBOA
535
Commonwealth Bank of Australia
Australia
$15K +$9.71K +152 +152%
TC
536
Trust Company
Kansas
$13K – – –
GAM
537
Gemmer Asset Management
California
$12K – – –
OFS
538
Orrstown Financial Services
Pennsylvania
$12K – – –
PA
539
Parallel Advisors
California
$12K – – –
KA
540
Kaizen Advisory
Illinois
$11K +$10.9K +170 New
BBA
541
Braun-Bostich & Associates
Pennsylvania
$11K +$10.9K +171 New
TIM
542
Tortoise Investment Management
New York
$11K +$11.1K +174 New
QCG
543
Quadrant Capital Group
Ohio
$10K – – –
AssetMark Inc
544
AssetMark Inc
California
$10K +$6.13K +96 +175%
SWM
545
SeaCrest Wealth Management
New York
$10K +$10.2K +160 New
CG
546
Cutler Group
California
$10K +$11.1K +173 New
BTIS
547
BB&T Investment Services
North Carolina
$9K +$9.32K +146 New
AC
548
Avestar Capital
New York
$9K +$10.5K +164 New
VNA
549
Valley National Advisers
Pennsylvania
$8K – – –
VCM
550
Vigilant Capital Management
Maine
$8K +$7.86K +123 New
20 21
22
23 24

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.