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Arthur J. Gallagher & Co
AJG

405 hedge funds and large institutions have $5.75B invested in Arthur J. Gallagher & Co in 2015 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 190 increasing their positions, 120 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

486% more call options, than puts

Call options by funds: $6.27M | Put options by funds: $1.07M

58% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 120

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

1% more funds holding

Funds holding: 401 → 405 (+4)

2.75% less ownership

Funds ownership: 84.53% → 81.78% (-2.7%)

12% less capital invested

Capital invested by funds: $6.56B → $5.75B (-$814M)

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

Holders
405
Holders Change
+4
Holders Change %
+1%
% of All Funds
11.31%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.06%
New
36
Increased
190
Reduced
120
Closed
29
Calls
$6.27M
Puts
$1.07M
Net Calls
+$5.2M
Net Calls Change
+$2.92M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$123M
2
Bank of America
Bank of America
North Carolina
+$53.4M
3
Invesco
Invesco
Georgia
+$41.8M
4
BIT
BlackRock Institutional Trust
California
+$25.3M
5
Deutsche Bank
Deutsche Bank
Germany
+$21.6M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$94.6M
2
VFA
Virtus Fund Advisers
Connecticut
-$68.1M
3
PP
Prudential plc
United Kingdom
-$49.3M
4
Capital International Investors
Capital International Investors
California
-$39.8M
5
PIM
Perkins Investment Management
Illinois
-$37.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
151
Ladenburg Thalmann Financial Services
Florida
$3.32M -$68.2K -1,505 -2%
SOMRS
152
State of Michigan Retirement System
Michigan
$3.26M +$113K +2,500 +3%
AC
153
Alley Company
Illinois
$3.18M +$148K +3,264 +4%
BBHC
154
Brown Brothers Harriman & Co
New York
$3.17M +$17.1K +378 +0.5%
SIA
155
Sit Investment Associates
Minnesota
$3.15M -$16M -351,925 -82%
RWM
156
Rench Wealth Management
Texas
$3.09M +$117K +2,583 +4%
UIM
157
USS Investment Management
United Kingdom
$3.08M +$3.39M +74,698 New
LMGAM
158
Liberty Mutual Group Asset Management
Massachusetts
$3.07M +$177K +3,905 +6%
GI
159
Gradient Investments
Minnesota
$3.02M -$161K -3,557 -5%
MSA
160
Mason Street Advisors
Wisconsin
$2.96M +$168K +3,702 +5%
EVM
161
Eaton Vance Management
Massachusetts
$2.83M +$1.07M +23,495 +52%
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$2.78M +$871K +19,220 +40%
CHAM
163
Clear Harbor Asset Management
Connecticut
$2.73M – – –
CC
164
Cipher Capital
New York
$2.73M +$389K +8,587 +15%
VV
165
Verity & Verity
South Carolina
$2.72M -$49K -1,080 -2%
TU
166
TDAM USA
Ontario, Canada
$2.66M +$7.44K +164 +0.3%
WT
167
Whittier Trust
California
$2.65M +$45.5K +1,004 +2%
OPERF
168
Oregon Public Employees Retirement Fund
Oregon
$2.6M +$115K +2,528 +4%
PVH
169
Psagot Value Holdings
Israel
$2.58M – – –
Victory Capital Management
170
Victory Capital Management
Texas
$2.56M +$291K +6,419 +12%
SIM
171
Sonora Investment Management
Arizona
$2.55M +$2.78M +61,300 New
Royal London Asset Management
172
Royal London Asset Management
United Kingdom
$2.53M +$2.78M +61,242 New
PAMU
173
Pictet Asset Management (UK)
United Kingdom
$2.47M +$113K +2,500 +4%
CS
174
Comerica Securities
Michigan
$2.41M +$34.5K +760 +1%
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.31M -$416K -9,175 -14%
5 6
7
8 9

AJG Hedge Fund Activity: Q3 2015 in Review

405 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2015, worth a combined $5.75B — down 12% from $6.56B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AJG positions and 29 closed out — a net gain of 7 holders — while 190 added to existing stakes and 120 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $123M. The largest seller was Capital World Investors, exiting entirely with an estimated $94.6M sold.

  • 405 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2015, up from 401 in Q2 2015.
  • Funds reported $5.75B of Arthur J. Gallagher & Co stock for Q3 2015, down 12% quarter-over-quarter.
  • 36 funds opened new Arthur J. Gallagher & Co positions in Q3 2015 and 29 closed out, a net change of +7 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2015 was JP Morgan Chase, an estimated $123M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2015 was Capital World Investors, an estimated $94.6M sold.

Based on aggregated 13F filings for Q3 2015.