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Arthur J. Gallagher & Co
AJG

364 hedge funds and large institutions have $5.95B invested in Arthur J. Gallagher & Co in 2014 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 171 increasing their positions, 74 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 74

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

20% more capital invested

Capital invested by funds: $4.94B → $5.95B (+$1.01B)

8% more funds holding

Funds holding: 336 → 364 (+28)

3.96% more ownership

Funds ownership: 77.37% → 81.33% (+4%)

69% less call options, than puts

Call options by funds: $256K | Put options by funds: $830K

Holders
364
Holders Change
+28
Holders Change %
+8.33%
% of All Funds
10.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
53
Increased
171
Reduced
74
Closed
23
Calls
$256K
Puts
$830K
Net Calls
-$574K
Net Calls Change
+$2.08M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$101M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$67.2M
3
PP
Prudential plc
United Kingdom
+$66.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$60.7M
5
Norges Bank
Norges Bank
Norway
+$55.9M

Top Sellers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
-$48.4M
2
PIM
Perkins Investment Management
Illinois
-$45.3M
3
JP Morgan Chase
JP Morgan Chase
New York
-$22.5M
4
HCMT
Highland Capital Management (Texas)
Texas
-$21.9M
5
GA
Geneva Advisors
Illinois
-$19M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOMRS
151
State of Michigan Retirement System
Michigan
$3.45M +$501K +11,000 +17%
AQR Capital Management
152
AQR Capital Management
Connecticut
$3.43M +$1.28M +28,000 +61%
RWM
153
Rench Wealth Management
Texas
$3.37M +$44.4K +975 +1%
VAM
154
Visium Asset Management
New York
$3.35M +$3.28M +71,889 New
CNB
155
City National Bank
California
$3.14M +$159K +3,484 +5%
CI
156
Capital International
California
$2.94M – – –
Aviva
157
Aviva
United Kingdom
$2.87M +$331K +7,250 +13%
GAM
158
Guinness Asset Management
United Kingdom
$2.71M +$553K +12,120 +26%
BACM
159
Blue Arrow Capital Management
New York
$2.66M +$2.6M +57,076 New
Ohio Public Employees Retirement System (OPERS)
160
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.63M +$456K +10,008 +22%
Brown Advisory
161
Brown Advisory
Maryland
$2.62M -$32.5K -714 -1%
WG
162
Winton Group
United Kingdom
$2.56M +$2.5M +54,947 New
NCCM
163
Nine Chapters Capital Management
New Jersey
$2.5M +$2.45M +53,700 New
CCM
164
Carderock Capital Management
Maryland
$2.45M -$46K -1,009 -2%
State of Tennessee, Department of Treasury
165
State of Tennessee, Department of Treasury
Tennessee
$2.45M -$41K -900 -2%
NPIT
166
National Penn Investors Trust
Pennsylvania
$2.41M -$23K -505 -1%
VV
167
Verity & Verity
South Carolina
$2.37M +$1.28M +28,112 +123%
STB
168
S&T Bank
Pennsylvania
$2.36M +$116K +2,547 +5%
LMGAM
169
Liberty Mutual Group Asset Management
Massachusetts
$2.34M +$359K +7,878 +19%
SIC
170
Sigma Investment Counselors
Michigan
$2.31M +$57.1K +1,252 +3%
N
171
Nuveen
North Carolina
$2.31M – – –
Nomura Holdings
172
Nomura Holdings
Japan
$2.22M +$2.17M +47,678 New
BA
173
Broadview Advisors
Wisconsin
$2.18M – – –
SCM
174
Shelton Capital Management
Colorado
$2.16M – – –
EIM
175
Essex Investment Management
Massachusetts
$2.16M -$3.24K -71 -0.2%
5 6
7
8 9

AJG Hedge Fund Activity: Q2 2014 in Review

364 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2014, worth a combined $5.95B — up 20% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new AJG positions and 23 closed out — a net gain of 30 holders — while 171 added to existing stakes and 74 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Fiduciary Management Inc, cutting an estimated $48.4M.

  • 364 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2014, up from 336 in Q1 2014.
  • Funds reported $5.95B of Arthur J. Gallagher & Co stock for Q2 2014, up 20% quarter-over-quarter.
  • 53 funds opened new Arthur J. Gallagher & Co positions in Q2 2014 and 23 closed out, a net change of +30 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2014 was Citadel Advisors, an estimated $101M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2014 was Fiduciary Management Inc, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2014.