We are live on ! Find out more
AJG icon

Arthur J. Gallagher & Co

514 hedge funds and large institutions have $9.26B invested in Arthur J. Gallagher & Co in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 170 increasing their positions, 195 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

92% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $1.15M

11% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 44

10% more capital invested

Capital invested by funds: $8.46B → $9.26B (+$805M)

1.22% more ownership

Funds ownership: 82.3%83.52% (+1.2%)

0% less funds holding

Funds holding: 516514 (-2)

13% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 195

Holders
514
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
12.81%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.25%
New
49
Increased
170
Reduced
195
Closed
44
Calls
$2.21M
Puts
$1.15M
Net Calls
+$1.06M
Net Calls Change
+$700K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Martingale Asset Management
Massachusetts
$35.4M -$1.1M -18,643 -3%
FAM
52
Fenimore Asset Management
New York
$34.6M +$22.4K +380 +0.1%
CS
53
Credit Suisse
Switzerland
$34M +$5.18M +87,968 +19%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$33.1M -$712K -12,111 -2%
UBS AM
55
UBS AM
Illinois
$32.8M +$1.89M +32,158 +6%
First Trust Advisors
56
First Trust Advisors
Illinois
$32.5M -$4.11M -69,877 -12%
ZIM
57
Zacks Investment Management
Illinois
$32.5M +$272K +4,620 +0.9%
VRS
58
Virginia Retirement Systems
Virginia
$31.5M
Ameriprise
59
Ameriprise
Minnesota
$31.2M +$7.98M +135,608 +37%
Wells Fargo
60
Wells Fargo
California
$30.1M +$2.98M +50,638 +12%
USAA
61
United Services Automobile Association
Texas
$28.8M -$351K -5,967 -1%
WI
62
WBI Investments
New Jersey
$27.4M -$387K -6,578 -1%
RJA
63
Raymond James & Associates
Florida
$25.7M +$741K +12,602 +3%
Macquarie Group
64
Macquarie Group
Australia
$25.1M +$3.23M +54,963 +16%
GIA
65
Gateway Investment Advisers
Ohio
$24.8M +$3.06M +52,025 +15%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$24.3M +$382K +6,500 +2%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$23.6M -$325K -5,525 -1%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$22.9M +$2.06M +35,093 +10%
TD Asset Management
69
TD Asset Management
Ontario, Canada
$22.6M +$17.2K +293 +0.1%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$22.2M +$298K +5,061 +1%
CC
71
Cornerstone Capital
California
$21.7M -$69.1K -1,175 -0.3%
WRF
72
Waddell & Reed Financial
Kansas
$20.7M -$1.57M -26,710 -7%
AT
73
AMF Tjänstepension
Sweden
$20.6M
NFA
74
Nationwide Fund Advisors
Ohio
$20.4M +$769K +13,068 +4%
PPA
75
Parametric Portfolio Associates
Washington
$20.2M +$2.15M +36,490 +13%

AJG Hedge Fund Activity: Q3 2017 in Review

514 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2017, worth a combined $9.26B — up 9.5% from $8.46B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AJG positions and 44 closed out — a net gain of 5 holders — while 170 added to existing stakes and 195 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $146M. The largest seller was Citadel Advisors, cutting an estimated $97.7M.

  • 514 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2017, down from 516 in Q2 2017.
  • Funds reported $9.26B of Arthur J. Gallagher & Co stock for Q3 2017, up 9.5% quarter-over-quarter.
  • 49 funds opened new Arthur J. Gallagher & Co positions in Q3 2017 and 44 closed out, a net change of +5 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2017 was Wellington Management Group, an estimated $146M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2017 was Citadel Advisors, an estimated $97.7M sold.

Based on aggregated 13F filings for Q3 2017.