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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
Bessemer Group
101
Bessemer Group
New Jersey
$5.5M -$1.86K -40 -0%
GC
102
Guggenheim Capital
Illinois
$5.4M -$77.7K -1,674 -1%
Canada Life
103
Canada Life
Manitoba, Canada
$5.39M +$715K +15,400 +16%
Comerica Bank
104
Comerica Bank
Texas
$5.33M -$1.01M -21,711 -16%
Arrowstreet Capital
105
Arrowstreet Capital
Massachusetts
$5.3M +$5.25M +113,028 New
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$5.29M +$161K +3,460 +3%
Swiss National Bank
107
Swiss National Bank
Switzerland
$5.2M +$32.5K +700 +0.6%
MSA
108
Mason Street Advisors
Wisconsin
$5.02M +$1.9M +40,927 +62%
AllianceBernstein
109
AllianceBernstein
Tennessee
$5M -$55.4K -1,192 -1%
CBOA
110
Commonwealth Bank of Australia
Australia
$4.95M -$38.4M -826,547 -89%
CC
111
Curian Capital
Colorado
$4.69M +$95.4K +2,054 +2%
SG Americas Securities
112
SG Americas Securities
New York
$4.65M +$2.28M +49,040 +98%
AAM
113
Advisors Asset Management
Colorado
$4.56M +$812K +17,492 +22%
KCM
114
Kornitzer Capital Management
Kansas
$4.43M -$212K -4,575 -5%
UBS AM
115
UBS AM
Illinois
$4.42M -$27.9K -600 -0.6%
CNB
116
City National Bank
California
$4.41M -$4.54M -97,742 -51%
ASRS
117
Arizona State Retirement System
Arizona
$4.37M -$330K -7,100 -7%
PP
118
Prospector Partners
Connecticut
$4.34M -$107K -2,300 -2%
RFC
119
Russell Frank Company
Washington
$4.27M -$885K -19,050 -17%
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$4.24M -$129K -2,770 -3%
TNB
121
Thomasville National Bank
Georgia
$4.2M +$352K +7,589 +9%
Barclays
122
Barclays
United Kingdom
$4.17M +$197K +4,246 +5%
TD Asset Management
123
TD Asset Management
Ontario, Canada
$4.1M +$407K +8,770 +11%
RWM
124
Rench Wealth Management
Texas
$4.07M +$4.03M +86,815 New
CHAM
125
Clear Harbor Asset Management
Connecticut
$4.07M

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.