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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
CCM
151
Carderock Capital Management
Maryland
$2.52M -$18.7K -403 -0.7%
HCM
152
Highbridge Capital Management
New York
$2.48M -$2.9M -62,504 -54%
ARTA
153
A.R.T. Advisors
New York
$2.4M +$1.45M +31,143 +156%
N
154
Nuveen
North Carolina
$2.32M
IRF
155
IBM Retirement Fund
New York
$2.3M -$115K -2,481 -5%
EIM
156
Essex Investment Management
Massachusetts
$2.29M -$30.7K -660 -1%
BA
157
Broadview Advisors
Wisconsin
$2.29M -$1.16K -25 -0.1%
Asset Management One
158
Asset Management One
Japan
$2.27M +$2.27M +48,926 New
SIC
159
Sigma Investment Counselors
Michigan
$2.27M -$28.3K -609 -1%
Aviva
160
Aviva
United Kingdom
$2.26M +$98K +2,110 +5%
STB
161
S&T Bank
Pennsylvania
$2.26M +$71.6K +1,541 +3%
SCM
162
Shelton Capital Management
Colorado
$2.18M
Neuberger Berman Group
163
Neuberger Berman Group
New York
$2.05M -$158K -3,405 -7%
SCM
164
Stonebridge Capital Management
California
$2.05M -$82.4K -1,775 -4%
T. Rowe Price Associates
165
T. Rowe Price Associates
Maryland
$2.02M +$107K +2,300 +6%
GAM
166
Guinness Asset Management
United Kingdom
$2.01M +$180K +3,870 +10%
US Bancorp
167
US Bancorp
Minnesota
$2.01M +$40.1K +864 +2%
MFIMFI
168
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.97M -$824K -17,744 -30%
Mitsubishi UFJ Trust & Banking
169
Mitsubishi UFJ Trust & Banking
Japan
$1.86M
CA
170
Commerzbank Aktiengesellschaft
Germany
$1.84M +$14.2K +306 +0.8%
NCCM
171
Nine Chapters Capital Management
New Jersey
$1.84M -$1.41M -30,300 -44%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$1.82M
BAS
173
Brown Advisory Securities
Maryland
$1.81M -$25.5K -550 -1%
BP
174
Banyan Partners
Florida
$1.75M +$48.2K +1,038 +3%
SAM
175
Shamrock Asset Management
Texas
$1.75M +$115K +2,485 +7%

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.