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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
PFMOSF
76
Philadelphia Financial Management of San Francisco
California
$9.72M +$9.62M +207,173 New
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$9.43M -$803K -17,287 -8%
B
78
BP
United Kingdom
$9.39M +$9.29M +200,000 New
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$9.33M -$120K -2,577 -1%
BCM
80
Brookmont Capital Management
Texas
$8.72M +$743K +16,007 +9%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$8.57M +$7M +150,761 +472%
MCM
82
Maltese Capital Management
New York
$8.08M -$3.84M -82,600 -32%
First Trust Advisors
83
First Trust Advisors
Illinois
$8.05M -$3.1M -66,669 -28%
RJA
84
Raymond James & Associates
Florida
$7.59M +$1.41M +30,441 +23%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$7.48M
Retirement Systems of Alabama
86
Retirement Systems of Alabama
Alabama
$7.35M
WAM
87
Westport Asset Management
Connecticut
$7.09M -$1.98M -42,621 -22%
TPSF
88
Texas Permanent School Fund
Texas
$6.5M +$148K +3,178 +2%
PPA
89
Parametric Portfolio Associates
Washington
$6.38M -$169K -3,647 -3%
ANI
90
American National Insurance
Texas
$6.35M
MAM
91
Martingale Asset Management
Massachusetts
$6.02M -$135K -2,900 -2%
GI
92
GLG Inc
New York
$6M
WT
93
Wilmington Trust
Delaware
$5.94M +$116K +2,491 +2%
SIA
94
SeaBridge Investment Advisors
New Jersey
$5.8M +$447K +9,620 +8%
RG
95
Rathbones Group
United Kingdom
$5.74M -$46.7K -1,005 -0.8%
Bank of Nova Scotia
96
Bank of Nova Scotia
Ontario, Canada
$5.72M +$5.67M +122,000 New
Wells Fargo
97
Wells Fargo
California
$5.69M +$1.3M +28,073 +30%
Citigroup
98
Citigroup
New York
$5.55M +$3.86M +83,180 +238%
ProShare Advisors
99
ProShare Advisors
Maryland
$5.54M +$3.87M +83,360 +240%
BlackRock
100
BlackRock
New York
$5.51M +$347K +7,466 +7%

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.