We are live on ! Find out more
AJG icon

Arthur J. Gallagher & Co
AJG

490 hedge funds and large institutions have $7.6B invested in Arthur J. Gallagher & Co in 2016 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 178 increasing their positions, 162 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $499K

52% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 48

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

4% more funds holding

Funds holding: 471 → 490 (+19)

10% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 162

3% more capital invested

Capital invested by funds: $7.36B → $7.6B (+$236M)

0.85% less ownership

Funds ownership: 82.93% → 82.08% (-0.85%)

Holders
490
Holders Change
+19
Holders Change %
+4.03%
% of All Funds
12.25%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
73
Increased
178
Reduced
162
Closed
48
Calls
$2.05M
Puts
$499K
Net Calls
+$1.55M
Net Calls Change
-$229K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$89.8M
2
JHIU
Janus Henderson Investors US
Colorado
+$56M
3
Victory Capital Management
Victory Capital Management
Texas
+$41.1M
4
AA
ALPS Advisors
Colorado
+$37.5M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$36M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$220M
2
Goldman Sachs
Goldman Sachs
New York
-$52.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$31.7M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$29.4M
5
Citigroup
Citigroup
New York
-$20.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.54M +$147K +2,923 +4%
Balyasny Asset Management
152
Balyasny Asset Management
Illinois
$4.49M -$36.8K -731 -0.8%
TBA
153
Train Babcock Advisors
New York
$4.48M -$50.1K -997 -1%
GIM
154
Goelzer Investment Management
Indiana
$4.43M +$853K +16,960 +25%
CM
155
Castleark Management
Illinois
$4.32M +$4.18M +83,085 New
US Bancorp
156
US Bancorp
Minnesota
$4.3M -$116K -2,308 -3%
XK
157
Xact Kapitalforvaltning
Sweden
$4.26M +$178K +3,547 +5%
WT
158
Whittier Trust
California
$4.12M -$24.3K -484 -0.6%
AC
159
Alley Company
Illinois
$4.07M -$21.7K -431 -0.5%
CC
160
Cipher Capital
New York
$4.07M +$2.91M +57,770 +282%
OTPPB
161
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.96M +$979K +19,458 +34%
BBHC
162
Brown Brothers Harriman & Co
New York
$3.94M – – –
PCM
163
Palouse Capital Management
Washington
$3.91M +$161K +3,206 +4%
WI
164
Welch Investments
Alabama
$3.87M +$3.75M +74,549 New
ProShare Advisors
165
ProShare Advisors
Maryland
$3.87M +$1.96M +39,049 +110%
SIA
166
Sit Investment Associates
Minnesota
$3.79M -$940K -18,680 -20%
Korea Investment Corp
167
Korea Investment Corp
South Korea
$3.64M -$2.27M -45,100 -39%
PAM
168
Paradigm Asset Management
New York
$3.53M +$2.7M +53,650 +377%
M&T Bank
169
M&T Bank
New York
$3.41M +$1.22M +24,210 +58%
VV
170
Verity & Verity
South Carolina
$3.38M +$45.5K +905 +1%
RWM
171
Rench Wealth Management
Texas
$3.33M +$141K +2,798 +5%
VAM
172
Visionary Asset Management
Texas
$3.33M +$3.23M +64,133 New
KBC Group
173
KBC Group
Belgium
$3.26M +$1.05M +20,894 +50%
KAM
174
Keeley Asset Management
Illinois
$3.25M -$17.6K -350 -0.6%
PDN
175
Pensionfund DSM Netherlands
Netherlands
$3.22M -$402K -8,000 -11%
5 6
7
8 9

AJG Hedge Fund Activity: Q4 2016 in Review

490 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2016, worth a combined $7.6B — up 3.2% from $7.36B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AJG positions and 48 closed out — a net gain of 25 holders — while 178 added to existing stakes and 162 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $89.8M. The largest seller was Capital International Investors, exiting entirely with an estimated $220M sold.

  • 490 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2016, up from 471 in Q3 2016.
  • Funds reported $7.6B of Arthur J. Gallagher & Co stock for Q4 2016, up 3.2% quarter-over-quarter.
  • 73 funds opened new Arthur J. Gallagher & Co positions in Q4 2016 and 48 closed out, a net change of +25 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2016 was JP Morgan Chase, an estimated $89.8M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2016 was Capital International Investors, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2016.