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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
CRM
126
Capital Returns Management
New York
$4.02M +$3.98M +85,680 New
Federated Hermes
127
Federated Hermes
Pennsylvania
$3.91M +$64.4K +1,386 +2%
Prudential Financial
128
Prudential Financial
New Jersey
$3.91M -$2.32K -50 -0.1%
WCM
129
Winton Capital Management
United Kingdom
$3.84M +$622K +13,397 +20%
MOACM
130
Mutual of America Capital Management
New York
$3.82M +$167K +3,587 +5%
TA
131
Teachers Advisors
New York
$3.74M +$74.5K +1,604 +2%
MCM
132
Munder Capital Management
Michigan
$3.68M -$85.2K -1,834 -2%
AC
133
Alley Company
Illinois
$3.59M +$9.24K +199 +0.3%
BBHC
134
Brown Brothers Harriman & Co
New York
$3.58M +$20.8K +448 +0.6%
TBA
135
Train Babcock Advisors
New York
$3.56M +$66K +1,420 +2%
PR
136
Payden & Rygel
California
$3.42M
AQR Capital Management
137
AQR Capital Management
Connecticut
$3.38M +$1.55M +33,400 +86%
Robeco Institutional Asset Management
138
Robeco Institutional Asset Management
Netherlands
$3.32M
CM
139
Capital Management
Virginia
$3.27M -$1.91M -41,190 -37%
U
140
UBS
Switzerland
$3.08M +$826K +17,775 +37%
CI
141
Capital International
California
$2.96M
SOMRS
142
State of Michigan Retirement System
Michigan
$2.89M +$97.5K +2,100 +4%
ACI
143
AMP Capital Investors
Australia
$2.88M +$15.3K +330 +0.5%
State of Tennessee, Department of Treasury
144
State of Tennessee, Department of Treasury
Tennessee
$2.82M
AC
145
Ascend Capital
California
$2.8M -$1.84M -39,592 -40%
NPIT
146
National Penn Investors Trust
Pennsylvania
$2.8M -$85.6K -1,843 -3%
BJ
147
BlackRock Japan
Japan
$2.79M -$25.9K -557 -0.9%
Brown Advisory
148
Brown Advisory
Maryland
$2.63M +$78.2K +1,683 +3%
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.6M +$498K +10,719 +24%
CIP
150
Chartwell Investment Partners
Pennsylvania
$2.58M -$13.7K -295 -0.5%

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.