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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
IWM
576
IHT Wealth Management
Illinois
$1K – – –
VFA
577
Valeo Financial Advisors
Indiana
$1K +$894 +14 New
CAC
578
Certified Advisory Corp
Florida
$1K +$1.53K +24 New
Walleye Trading
579
Walleye Trading
New York
$234 +$236K +3,693 New
PCG
580
Private Capital Group
Connecticut
$72 +$72.8K +1,140 New
AA
581
ALPS Advisors
Colorado
– -$46.7M -759,058 Closed
WI
582
WBI Investments
New Jersey
– -$27.4M -445,615 Closed
NFA
583
Nationwide Fund Advisors
Ohio
– -$20.4M -332,066 Closed
DF
584
Donoghue Forlines
Massachusetts
– -$16.7M -270,700 Closed
BCM
585
Brookstone Capital Management
Illinois
– -$5.73M -93,038 Closed
Credit Agricole
586
Credit Agricole
France
– -$3.93M -63,884 Closed
VAM
587
Visionary Asset Management
Texas
– -$3.21M -52,230 Closed
FA
588
FDx Advisors
Illinois
– -$1.74M -28,330 Closed
WB
589
WesBanco Bank
West Virginia
– -$1.68M -27,210 Closed
AWM
590
AE Wealth Management
Kansas
– -$1.06M -17,158 Closed
AIM
591
Assured Investment Management
New York
– -$684K -11,107 Closed
PAG
592
Private Advisor Group
New Jersey
– -$536K -8,705 Closed
MYAM
593
Meiji Yasuda Asset Management
Japan
– -$486K -7,900 Closed
IG
594
ING Group
Netherlands
– -$398K -6,470 Closed
MYLI
595
Meiji Yasuda Life Insurance
Japan
– -$351K -5,700 Closed
YMRC
596
Yorktown Management & Research Company
Virginia
– -$252K -4,100 Closed
KeyBank National Association
597
KeyBank National Association
Ohio
– -$229K -3,721 Closed
DILIC
598
Dai-ichi Life Insurance Company
Japan
– -$218K -3,536 Closed
SC
599
SRB Corp
Massachusetts
– -$186K -3,019 Closed
IR
600
Invictus RG
Bermuda
– -$130K -2,113 Closed
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.