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Arthur J. Gallagher & Co
AJG

584 hedge funds and large institutions have $9.69B invested in Arthur J. Gallagher & Co in 2017 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 190 increasing their positions, 198 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $570K

233% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 30

14% more funds holding

Funds holding: 514 → 584 (+70)

1.26% more ownership

Funds ownership: 83.52% → 84.78% (+1.3%)

5% more capital invested

Capital invested by funds: $9.26B → $9.69B (+$428M)

4% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 198

40% less funds holding in top 10

Funds holding in top 10: 10 → 6 (-4)

Holders
584
Holders Change
+70
Holders Change %
+13.62%
% of All Funds
13.25%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
100
Increased
190
Reduced
198
Closed
30
Calls
$2.02M
Puts
$570K
Net Calls
+$1.45M
Net Calls Change
+$386K

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$463M
2
WHG
Westwood Holdings Group
Texas
+$94M
3
GRP
Global Retirement Partners
California
+$45.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$22.5M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$21.5M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$275M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$74.4M
3
AA
ALPS Advisors
Colorado
-$46.7M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$32M
5
Invesco
Invesco
Georgia
-$31.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.25M +$5.3M +83,004 +48,540%
XK
152
Xact Kapitalforvaltning
Sweden
$5.22M +$165K +2,580 +3%
US Bancorp
153
US Bancorp
Minnesota
$5.2M -$36.5K -571 -0.7%
GAM
154
Griffin Asset Management
New York
$5.06M – – –
WI
155
Welch Investments
Alabama
$4.95M -$19K -298 -0.4%
RE
156
RBC Europe
United Kingdom
$4.95M – – –
Toronto Dominion Bank
157
Toronto Dominion Bank
Ontario, Canada
$4.93M +$609K +9,530 +14%
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.87M +$7.79K +122 +0.2%
AAMU
159
Amundi Asset Management US
Massachusetts
$4.78M +$4.83M +75,572 New
Robeco Institutional Asset Management
160
Robeco Institutional Asset Management
Netherlands
$4.71M +$1.06M +16,608 +29%
MDCM
161
Morgan Dempsey Capital Management
Wisconsin
$4.66M +$83.7K +1,311 +2%
TBA
162
Train Babcock Advisors
New York
$4.51M -$139K -2,170 -3%
PCM
163
Palouse Capital Management
Washington
$4.39M -$70.5K -1,103 -2%
William Blair Investment Management
164
William Blair Investment Management
Illinois
$4.31M +$716K +11,202 +20%
RWM
165
Rench Wealth Management
Texas
$4.22M +$76K +1,190 +2%
VV
166
Verity & Verity
South Carolina
$4.14M +$2.81K +44 +0.1%
N
167
Natixis
France
$4.07M +$4.11M +64,321 New
M&T Bank
168
M&T Bank
New York
$3.89M +$29.1K +455 +0.7%
AIG
169
American International Group
New York
$3.87M +$476K +7,457 +14%
FAF
170
Fjarde Ap-fonden
Sweden
$3.86M +$664K +10,401 +21%
BG
171
Bahl & Gaynor
Ohio
$3.85M +$560K +8,773 +17%
MIM
172
MetLife Investment Management
New Jersey
$3.54M +$3.57M +55,940 New
AAF
173
Andra AP-fonden
Sweden
$3.51M -$600K -9,400 -14%
GIBU
174
Gulf International Bank (UK)
United Kingdom
$3.49M – – –
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$3.45M -$95.8K -1,500 -3%
5 6
7
8 9

AJG Hedge Fund Activity: Q4 2017 in Review

584 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2017, worth a combined $9.69B — up 4.6% from $9.26B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AJG positions and 30 closed out — a net gain of 70 holders — while 190 added to existing stakes and 198 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $463M. The largest seller was JP Morgan Chase, cutting an estimated $275M.

  • 584 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2017, up from 514 in Q3 2017.
  • Funds reported $9.69B of Arthur J. Gallagher & Co stock for Q4 2017, up 4.6% quarter-over-quarter.
  • 100 funds opened new Arthur J. Gallagher & Co positions in Q4 2017 and 30 closed out, a net change of +70 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2017 was Baillie Gifford & Co, an estimated $463M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2017 was JP Morgan Chase, an estimated $275M sold.

Based on aggregated 13F filings for Q4 2017.