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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
CTA
551
Carillon Tower Advisers
Florida
$7.78K +$7.85M +122,926 New
BWM
552
Baystate Wealth Management
Massachusetts
$7K – – –
LNB
553
Ledyard National Bank
$6K +$6K +94 New
FAM
554
Fred Alger Management
New York
$6K +$6.45K +101 New
MSFP
555
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
HIM
556
Hillsdale Investment Management
Ontario, Canada
$5K +$639 +10 +14%
EARNEST Partners
557
EARNEST Partners
Georgia
$5K +$4.73K +74 New
FPFS
558
First Personal Financial Services
North Carolina
$5K +$5.49K +86 New
AFNAS
559
American Financial Network Advisory Services
California
$4K – – –
MFBTD
560
MB Financial Bank - Trust Department
Illinois
$4K – – –
PFBT
561
Parkside Financial Bank & Trust
Missouri
$4K – – –
SFG
562
SevenBridge Financial Group
Pennsylvania
$4K – – –
POIA
563
Pin Oak Investment Advisors
Texas
$4K +$4.15K +65 New
PHK
564
Point72 Hong Kong
Hong Kong
$3K -$122K -1,917 -98%
TWA
565
TCI Wealth Advisors
Arizona
$3K -$71K -1,111 -96%
ZB
566
Zions Bancorporation
Utah
$3K – – –
GI
567
Gradient Investments
Minnesota
$3K +$3.51K +55 New
APA
568
American Portfolios Advisors
New York
$2.28K +$2.3K +36 New
SIS
569
Sound Income Strategies
Florida
$2K +$1.79K +28 New
HT
570
Heritage Trust
Oklahoma
$2K +$1.98K +31 New
MOS
571
MGO One Seven
Ohio
$2K +$1.98K +31 New
WAP
572
Wealthcare Advisory Partners
Pennsylvania
$2K +$2.36K +37 New
CMBA
573
C.M. Bidwell & Associates
Hawaii
$1K – – –
FIB
574
First Interstate Bank
Montana
$1K – – –
GWS
575
Glassman Wealth Services
Virginia
$1K – – –
21 22
23
24 25

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.