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Arthur J. Gallagher & Co

351 hedge funds and large institutions have $4.8B invested in Arthur J. Gallagher & Co in 2013 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

25% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $1.95M

9% more capital invested

Capital invested by funds: $4.4B → $4.8B (+$407M)

4% more funds holding

Funds holding: 338351 (+13)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 123

0.52% more ownership

Funds ownership: 76.94%77.46% (+0.52%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
351
Holders Change
+13
Holders Change %
+3.85%
% of All Funds
10.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
41
Increased
131
Reduced
123
Closed
25
Calls
$2.43M
Puts
$1.95M
Net Calls
+$481K
Net Calls Change
+$97K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$17M
CS
52
Credit Suisse
Switzerland
$17M -$1.61M -34,709 -9%
HCMT
53
Highland Capital Management (Texas)
Texas
$17M -$1.28M -27,601 -7%
GIA
54
Gateway Investment Advisers
Ohio
$16.7M -$132K -2,845 -0.8%
Millennium Management
55
Millennium Management
New York
$16.2M -$23.1M -497,641 -59%
KAM
56
Keeley Asset Management
Illinois
$16M +$103K +2,210 +0.7%
Principal Financial Group
57
Principal Financial Group
Iowa
$16M +$577K +12,431 +4%
TCIM
58
TIAA CREF Investment Management
New York
$15M -$402K -8,659 -3%
CGT
59
Capital Guardian Trust
California
$14.8M +$768K +16,527 +6%
ZIM
60
Zacks Investment Management
Illinois
$14.3M +$937K +20,167 +7%
FAM
61
Fenimore Asset Management
New York
$14M +$8.13K +175 +0.1%
NFA
62
Nationwide Fund Advisors
Ohio
$13.2M +$404K +8,702 +3%
AIG
63
American International Group
New York
$13.1M -$30.7K -660 -0.2%
CC
64
Cornerstone Capital
California
$13M +$127K +2,735 +1%
KLWA
65
Kelly Lawrence W & Associates
California
$12.9M -$1.38M -29,650 -10%
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$12.7M +$41.7K +898 +0.3%
ORIO
67
Old Republic International (ORI)
Illinois
$12.5M +$12.4M +267,000 New
WG
68
Welch Group
Alabama
$12.3M +$50.1K +1,078 +0.4%
Charles Schwab
69
Charles Schwab
California
$12M +$1.27M +27,353 +12%
AIP
70
ARS Investment Partners
New York
$11.7M -$1.33M -28,590 -10%
Two Sigma Investments
71
Two Sigma Investments
New York
$11.4M -$1.53M -32,911 -12%
WTNA
72
Wilmington Trust National Association
Delaware
$10.8M +$256K +5,510 +2%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$10.8M +$69.7K +1,500 +0.7%
SAM
74
Silvercrest Asset Management
New York
$10.7M +$2.75M +59,175 +35%
Nomura Asset Management
75
Nomura Asset Management
Japan
$10.4M -$17.2K -370 -0.2%

AJG Hedge Fund Activity: Q4 2013 in Review

351 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2013, worth a combined $4.8B — up 9.3% from $4.4B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AJG positions and 25 closed out — a net gain of 16 holders — while 131 added to existing stakes and 123 trimmed.

The largest buyer was Capital International Investors, adding an estimated $158M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $207M sold.

  • 351 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2013, up from 338 in Q3 2013.
  • Funds reported $4.8B of Arthur J. Gallagher & Co stock for Q4 2013, up 9.3% quarter-over-quarter.
  • 41 funds opened new Arthur J. Gallagher & Co positions in Q4 2013 and 25 closed out, a net change of +16 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2013 was Capital International Investors, an estimated $158M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2013 was Capital Research Global Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2013.