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Arthur J. Gallagher & Co

480 hedge funds and large institutions have $6.93B invested in Arthur J. Gallagher & Co in 2016 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 24

23% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 146

14% more call options, than puts

Call options by funds: $2.19M | Put options by funds: $1.93M

11% more funds holding

Funds holding: 431480 (+49)

9% more capital invested

Capital invested by funds: $6.38B → $6.93B (+$558M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.36% less ownership

Funds ownership: 82.76%82.4% (-0.36%)

Holders
480
Holders Change
+49
Holders Change %
+11.37%
% of All Funds
12.81%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
79
Increased
180
Reduced
146
Closed
24
Calls
$2.19M
Puts
$1.93M
Net Calls
+$265K
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
TNB
126
Thomasville National Bank
Georgia
$6.46M +$564K +12,156 +10%
ANI
127
American National Insurance
Texas
$6.44M
Bessemer Group
128
Bessemer Group
New Jersey
$6.43M -$10.8K -232 -0.2%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$6.42M -$137K -2,949 -2%
EVM
130
Eaton Vance Management
Massachusetts
$6.41M +$1.98M +42,763 +46%
HSBC Holdings
131
HSBC Holdings
United Kingdom
$6.25M +$1.7M +36,549 +39%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$6.12M +$1.65M +35,578 +38%
LH
133
Lebenthal Holdings
New York
$6.03M +$3.66M +78,962 +166%
LAM
134
Lebenthal Asset Management
New York
$6.03M +$5.87M +126,582 New
SCM
135
Stevens Capital Management
Pennsylvania
$5.93M +$5.16M +111,343 +835%
CB
136
Commerce Bank
Missouri
$5.91M -$462K -9,965 -7%
LG
137
Leuthold Group
Minnesota
$5.8M +$714K +15,388 +14%
EAM
138
Eagle Asset Management
Florida
$5.8M +$1.13M +24,264 +25%
GAM
139
Guinness Asset Management
United Kingdom
$5.78M +$975K +21,010 +21%
RG
140
Rathbones Group
United Kingdom
$5.76M
State of Wisconsin Investment Board
141
State of Wisconsin Investment Board
Wisconsin
$5.56M -$132K -2,840 -2%
PFC
142
Phocas Financial Corp
California
$5.22M -$131K -2,823 -3%
RCM
143
Riverhead Capital Management
Delaware
$5.04M +$7.24M +156,094 +466%
Aviva
144
Aviva
United Kingdom
$4.96M +$730K +15,735 +18%
GHA
145
GW Henssler & Associates
Georgia
$4.92M +$326K +7,024 +7%
SIA
146
SeaBridge Investment Advisors
New Jersey
$4.91M -$18.6K -400 -0.4%
Korea Investment Corp
147
Korea Investment Corp
South Korea
$4.75M +$4.63M +99,900 New
WRF
148
Waddell & Reed Financial
Kansas
$4.73M +$1.22M +26,350 +36%
AQR Capital Management
149
AQR Capital Management
Connecticut
$4.69M -$1.4M -30,133 -23%
MLICM
150
Metropolitan Life Insurance Company (MetLife)
New York
$4.63M -$3.11M -67,135 -41%

AJG Hedge Fund Activity: Q2 2016 in Review

480 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2016, worth a combined $6.93B — up 8.8% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AJG positions and 24 closed out — a net gain of 55 holders — while 180 added to existing stakes and 146 trimmed.

The largest buyer was Vanguard Group, adding an estimated $139M. The largest seller was BlackRock Fund Advisors, cutting an estimated $134M.

  • 480 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2016, up from 431 in Q1 2016.
  • Funds reported $6.93B of Arthur J. Gallagher & Co stock for Q2 2016, up 8.8% quarter-over-quarter.
  • 79 funds opened new Arthur J. Gallagher & Co positions in Q2 2016 and 24 closed out, a net change of +55 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2016 was Vanguard Group, an estimated $139M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2016 was BlackRock Fund Advisors, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2016.