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Arthur J. Gallagher & Co
AJG

338 hedge funds and large institutions have $4.4B invested in Arthur J. Gallagher & Co in 2013 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 150 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $628K | Put options by funds: $244K

52% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 99

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

2% more funds holding

Funds holding: 331 → 338 (+7)

1% less capital invested

Capital invested by funds: $4.44B → $4.4B (-$38.1M)

3.16% less ownership

Funds ownership: 80.09% → 76.94% (-3.2%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
338
Holders Change
+7
Holders Change %
+2.11%
% of All Funds
10.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
150
Reduced
99
Closed
27
Calls
$628K
Puts
$244K
Net Calls
+$384K
Net Calls Change
+$284K

Top Buyers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
+$16.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$14M
3
Millennium Management
Millennium Management
New York
+$14M
4
Renaissance Technologies
Renaissance Technologies
New York
+$12.4M
5
State Street
State Street
Massachusetts
+$12M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$48.5M
2
SO
STRS Ohio
Ohio
-$31.2M
3
HCMT
Highland Capital Management (Texas)
Texas
-$27.6M
4
FMI
Fiduciary Management Inc
Wisconsin
-$26.8M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$25.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
126
Teachers Advisors
New York
$3.41M +$8.52K +194 +0.2%
MOACM
127
Mutual of America Capital Management
New York
$3.4M +$133K +3,040 +4%
AC
128
Alley Company
Illinois
$3.33M +$659 +15 +0%
BBHC
129
Brown Brothers Harriman & Co
New York
$3.31M -$26.3K -600 -0.8%
TBA
130
Train Babcock Advisors
New York
$3.25M +$94K +2,140 +3%
PR
131
Payden & Rygel
California
$3.18M +$3.2M +72,800 +72,800%
Robeco Institutional Asset Management
132
Robeco Institutional Asset Management
Netherlands
$3.08M – – –
NCCM
133
Nine Chapters Capital Management
New Jersey
$3.03M +$1.96M +44,600 +179%
WCM
134
Winton Capital Management
United Kingdom
$2.98M +$1.1M +25,099 +58%
MSA
135
Mason Street Advisors
Wisconsin
$2.88M -$303K -6,900 -9%
CI
136
Capital International
California
$2.75M – – –
ACI
137
AMP Capital Investors
Australia
$2.7M -$260K -5,920 -9%
NPIT
138
National Penn Investors Trust
Pennsylvania
$2.68M +$56.6K +1,288 +2%
CMBA
139
C.M. Bidwell & Associates
Hawaii
$2.65M +$2.67M +60,795 New
BJ
140
BlackRock Japan
Japan
$2.62M +$2.64M +60,032 New
State of Tennessee, Department of Treasury
141
State of Tennessee, Department of Treasury
Tennessee
$2.62M +$2.63M +60,000 New
MFIMFI
142
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.61M -$782K -17,801 -23%
SOMRS
143
State of Michigan Retirement System
Michigan
$2.6M +$52.7K +1,200 +2%
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$2.46M +$1.77M +40,350 +252%
CIP
145
Chartwell Investment Partners
Pennsylvania
$2.42M -$26.3K -600 -1%
Brown Advisory
146
Brown Advisory
Maryland
$2.38M +$48.7K +1,109 +2%
CCM
147
Carderock Capital Management
Maryland
$2.37M +$4.7K +107 +0.2%
IRF
148
IBM Retirement Fund
New York
$2.25M -$317K -7,215 -12%
SG Americas Securities
149
SG Americas Securities
New York
$2.18M +$1.7M +38,767 +344%
EIM
150
Essex Investment Management
Massachusetts
$2.16M +$12.3K +281 +0.6%
4 5
6
7 8

AJG Hedge Fund Activity: Q3 2013 in Review

338 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2013, worth a combined $4.4B — down 0.86% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AJG positions and 27 closed out — a net gain of 11 holders — while 150 added to existing stakes and 99 trimmed.

The largest buyer was ArrowMark Colorado Holdings, opening a new position worth an estimated $16.3M. The largest seller was Citadel Advisors, cutting an estimated $48.5M.

  • 338 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2013, up from 331 in Q2 2013.
  • Funds reported $4.4B of Arthur J. Gallagher & Co stock for Q3 2013, down 0.86% quarter-over-quarter.
  • 38 funds opened new Arthur J. Gallagher & Co positions in Q3 2013 and 27 closed out, a net change of +11 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2013 was ArrowMark Colorado Holdings, an estimated $16.3M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2013 was Citadel Advisors, an estimated $48.5M sold.

Based on aggregated 13F filings for Q3 2013.