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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
SB
176
Suntrust Banks
Georgia
$1.71M -$50.9K -1,095 -3%
OPERF
177
Oregon Public Employees Retirement Fund
Oregon
$1.71M +$423K +9,100 +33%
CCM
178
Cadence Capital Management
Massachusetts
$1.69M -$119K -2,564 -7%
BMO
179
Beck Mack & Oliver
New York
$1.69M
SAM
180
Shell Asset Management
Netherlands
$1.69M +$270K +5,813 +19%
LSERS
181
Louisiana State Employees Retirement System
Louisiana
$1.69M +$1.67M +35,900 New
MERSOM
182
Municipal Employees' Retirement System of Michigan
Michigan
$1.64M +$660K +14,200 +68%
PAMG
183
Patton Albertson Miller Group
Tennessee
$1.6M -$151K -3,255 -9%
OA
184
Oxbow Advisors
Texas
$1.6M -$4.23K -91 -0.3%
TRSOTSOK
185
Teachers Retirement System of the State of Kentucky
Kentucky
$1.56M -$69.7K -1,500 -4%
Royal London Asset Management
186
Royal London Asset Management
United Kingdom
$1.53M +$52.1K +1,122 +4%
TTWM
187
TCV Trust & Wealth Management
Virginia
$1.51M -$16.3K -350 -1%
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$1.4M +$3.39K +73 +0.2%
NB
189
Norinchukin Bank
Japan
$1.39M
RIG
190
Roosevelt Investment Group
New York
$1.36M
BFS
191
Bradley Foster & Sargent
Connecticut
$1.35M -$18.6K -400 -1%
BG
192
Bollard Group
Massachusetts
$1.35M +$9.2K +198 +0.7%
LMGAM
193
Liberty Mutual Group Asset Management
Massachusetts
$1.34M -$28.3M -609,516 -96%
MAM
194
Mastrapasqua Asset Management
Tennessee
$1.32M +$12.3K +265 +1%
M&T Bank
195
M&T Bank
New York
$1.29M -$272K -5,852 -18%
TU
196
TDAM USA
Ontario, Canada
$1.27M +$831K +17,900 +193%
CCP
197
Clarkston Capital Partners
Michigan
$1.27M +$156K +3,368 +14%
LTFS
198
Ladenburg Thalmann Financial Services
Florida
$1.25M +$199K +4,278 +19%
Royal Bank of Canada
199
Royal Bank of Canada
Ontario, Canada
$1.19M -$1.44M -31,006 -55%
Macquarie Group
200
Macquarie Group
Australia
$1.1M -$32.5K -700 -3%

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.