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Arthur J. Gallagher & Co

584 hedge funds and large institutions have $9.77B invested in Arthur J. Gallagher & Co in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 207 increasing their positions, 213 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $3.02M | Put options by funds: $2.29M

0.36% more ownership

Funds ownership: 82.88%83.24% (+0.36%)

3% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 213

3% less funds holding

Funds holding: 603584 (-19)

6% less capital invested

Capital invested by funds: $10.4B → $9.77B (-$596M)

23% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 61

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
584
Holders Change
-19
Holders Change %
-3.15%
% of All Funds
13.37%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.09%
New
47
Increased
207
Reduced
213
Closed
61
Calls
$3.02M
Puts
$2.29M
Net Calls
+$733K
Net Calls Change
-$7.18M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
551
Avestar Capital
New York
$8K
VNA
552
Valley National Advisers
Pennsylvania
$8K
WTB
553
Washington Trust Bank
Washington
$7K
BWM
554
Baystate Wealth Management
Massachusetts
$7K +$68 +1 +1%
POIA
555
Pin Oak Investment Advisors
Texas
$7K +$2.44K +36 +55%
FPFS
556
First Personal Financial Services
North Carolina
$6K +$813 +12 +14%
EARNEST Partners
557
EARNEST Partners
Georgia
$5K
MSFP
558
Mark Sheptoff Financial Planning
Connecticut
$5K
SFG
559
SevenBridge Financial Group
Pennsylvania
$5K
DWM
560
Destination Wealth Management
California
$5K +$5.01K +74 New
GI
561
Gradient Investments
Minnesota
$4K
PA
562
Parallel Advisors
California
$4K
PFBT
563
Parkside Financial Bank & Trust
Missouri
$4K +$203 +3 +5%
HIM
564
Hillsdale Investment Management
Ontario, Canada
$3K
TWA
565
TCI Wealth Advisors
Arizona
$3K +$271 +4 +9%
CFG
566
Citizens Financial Group
Rhode Island
$3K +$3.32K +49 New
APA
567
American Portfolios Advisors
New York
$2.35K
CAC
568
Certified Advisory Corp
Florida
$2K
HT
569
Heritage Trust
Oklahoma
$2K
SIS
570
Sound Income Strategies
Florida
$2K
VFA
571
Valeo Financial Advisors
Indiana
$2K
NA
572
NewEdge Advisors
Louisiana
$1.04K +$19.8K +293 +2%
SPIA
573
Steward Partners Investment Advisory
New York
$1K -$745 -11 -39%
Carson Wealth (CWM LLC)
574
Carson Wealth (CWM LLC)
Nebraska
$1K
CMBA
575
C.M. Bidwell & Associates
Hawaii
$1K