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Arthur J. Gallagher & Co
AJG

336 hedge funds and large institutions have $4.94B invested in Arthur J. Gallagher & Co in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 129 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 118

3% more capital invested

Capital invested by funds: $4.8B → $4.94B (+$138M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.09% less ownership

Funds ownership: 77.46% → 77.37% (-0.09%)

4% less funds holding

Funds holding: 351 → 336 (-15)

28% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 40

95% less call options, than puts

Call options by funds: $143K | Put options by funds: $2.8M

Holders
336
Holders Change
-15
Holders Change %
-4.27%
% of All Funds
9.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
29
Increased
129
Reduced
118
Closed
40
Calls
$143K
Puts
$2.8M
Net Calls
-$2.66M
Net Calls Change
-$3.14M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$76.7M
2
PIM
Perkins Investment Management
Illinois
+$53.4M
3
Calamos Advisors
Calamos Advisors
Illinois
+$34.1M
4
Millennium Management
Millennium Management
New York
+$33.4M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$20M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$71.8M
2
Invesco
Invesco
Georgia
-$30.1M
3
Renaissance Technologies
Renaissance Technologies
New York
-$17.4M
4
JP Morgan Chase
JP Morgan Chase
New York
-$12.4M
5
Two Sigma Investments
Two Sigma Investments
New York
-$11M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
126
Brown Brothers Harriman & Co
New York
$3.61M -$20.9K -448 -0.6%
WCM
127
Winton Capital Management
United Kingdom
$3.44M -$442K -9,465 -12%
RWM
128
Rench Wealth Management
Texas
$3.4M -$721K -15,438 -18%
CC
129
Curian Capital
Colorado
$3.37M -$1.36M -29,128 -29%
CM
130
Capital Management
Virginia
$3.25M -$54.2K -1,161 -2%
CNB
131
City National Bank
California
$3.04M -$1.4M -30,039 -32%
CI
132
Capital International
California
$3M – – –
SOMRS
133
State of Michigan Retirement System
Michigan
$3M +$65.3K +1,400 +2%
Brown Advisory
134
Brown Advisory
Maryland
$2.7M +$32.1K +688 +1%
CIP
135
Chartwell Investment Partners
Pennsylvania
$2.65M +$32.7K +700 +1%
Aviva
136
Aviva
United Kingdom
$2.58M +$284K +6,090 +13%
CCM
137
Carderock Capital Management
Maryland
$2.55M -$8.91K -191 -0.4%
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
$2.54M -$308K -6,600 -11%
NPIT
139
National Penn Investors Trust
Pennsylvania
$2.49M -$346K -7,408 -12%
N
140
Nuveen
North Carolina
$2.35M – – –
SIC
141
Sigma Investment Counselors
Michigan
$2.3M -$1.82K -39 -0.1%
Asset Management One
142
Asset Management One
Japan
$2.29M – – –
STB
143
S&T Bank
Pennsylvania
$2.29M -$3.13K -67 -0.1%
BA
144
Broadview Advisors
Wisconsin
$2.23M -$94.5K -2,025 -4%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.21M -$416K -8,917 -16%
EIM
146
Essex Investment Management
Massachusetts
$2.21M -$113K -2,418 -5%
SCM
147
Shelton Capital Management
Colorado
$2.21M – – –
GAM
148
Guinness Asset Management
United Kingdom
$2.19M +$142K +3,040 +7%
AQR Capital Management
149
AQR Capital Management
Connecticut
$2.17M -$1.24M -26,500 -37%
MFIMFI
150
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.06M +$62K +1,329 +3%
4 5
6
7 8

AJG Hedge Fund Activity: Q1 2014 in Review

336 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q1 2014, worth a combined $4.94B — up 2.9% from $4.8B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of AJG and 29 opened new positions — a net loss of 11 holders — while 118 trimmed existing stakes and 129 added.

The largest buyer was Goldman Sachs, adding an estimated $76.7M. The largest seller was Citadel Advisors, cutting an estimated $71.8M.

  • 336 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q1 2014, down from 351 in Q4 2013.
  • Funds reported $4.94B of Arthur J. Gallagher & Co stock for Q1 2014, up 2.9% quarter-over-quarter.
  • 29 funds opened new Arthur J. Gallagher & Co positions in Q1 2014 and 40 closed out, a net change of -11 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q1 2014 was Goldman Sachs, an estimated $76.7M added.
  • The largest Arthur J. Gallagher & Co seller in Q1 2014 was Citadel Advisors, an estimated $71.8M sold.

Based on aggregated 13F filings for Q1 2014.