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Arthur J. Gallagher & Co
AJG

338 hedge funds and large institutions have $4.4B invested in Arthur J. Gallagher & Co in 2013 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 150 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $628K | Put options by funds: $244K

52% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 99

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

2% more funds holding

Funds holding: 331 → 338 (+7)

1% less capital invested

Capital invested by funds: $4.44B → $4.4B (-$38.1M)

3.16% less ownership

Funds ownership: 80.09% → 76.94% (-3.2%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
338
Holders Change
+7
Holders Change %
+2.11%
% of All Funds
10.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
150
Reduced
99
Closed
27
Calls
$628K
Puts
$244K
Net Calls
+$384K
Net Calls Change
+$284K

Top Buyers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
+$16.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$14M
3
Millennium Management
Millennium Management
New York
+$14M
4
Renaissance Technologies
Renaissance Technologies
New York
+$12.4M
5
State Street
State Street
Massachusetts
+$12M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$48.5M
2
SO
STRS Ohio
Ohio
-$31.2M
3
HCMT
Highland Capital Management (Texas)
Texas
-$27.6M
4
FMI
Fiduciary Management Inc
Wisconsin
-$26.8M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$25.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
201
GSA Capital Partners
United Kingdom
$1.06M +$1.07M +24,269 New
Macquarie Group
202
Macquarie Group
Australia
$1.06M – – –
CCP
203
Clarkston Capital Partners
Michigan
$1.04M +$51.9K +1,182 +5%
MCM
204
Maryland Capital Management
Maryland
$987K -$9.44K -215 -0.9%
URS
205
Utah Retirement Systems
Utah
$986K -$8.78K -200 -0.9%
YMRC
206
Yorktown Management & Research Company
Virginia
$982K +$988K +22,500 New
LTFS
207
Ladenburg Thalmann Financial Services
Florida
$979K +$7.73K +176 +0.8%
SCM
208
Stevens Capital Management
Pennsylvania
$966K +$250K +5,703 +35%
BA
209
BlackRock Advisors
Delaware
$953K -$16.7M -379,624 -95%
PA
210
Profund Advisors
Maryland
$945K +$283K +6,455 +42%
TAM
211
Timucuan Asset Management
Florida
$943K – – –
GC
212
Globeflex Capital
California
$937K – – –
CAM
213
Capstone Asset Management
Texas
$935K +$43.9K +1,000 +5%
CIS
214
Capital International Sarl
California
$925K +$571K +13,000 +159%
MERSOM
215
Municipal Employees' Retirement System of Michigan
Michigan
$908K +$913K +20,800 New
AIP
216
Ameritas Investment Partners
Nebraska
$883K +$889K +20,240 New
SAM
217
Strategy Asset Managers
California
$882K +$19.1K +436 +2%
ARTA
218
A.R.T. Advisors
New York
$873K +$879K +20,019 New
SIA
219
Sit Investment Associates
Minnesota
$864K – – –
NTCOC
220
Northern Trust Company of Connecticut
Connecticut
$846K +$124K +2,826 +17%
SAM
221
Securian Asset Management
Minnesota
$830K – – –
ANRIA
222
American National Registered Investment Advisor
Texas
$810K -$22.6K -515 -3%
CC
223
Cipher Capital
New York
$795K +$419K +9,539 +110%
MSS
224
Mitchell Sinkler & Starr
Pennsylvania
$794K +$382K +8,700 +92%
COPPSERS
225
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$791K +$3.86K +88 +0.5%
7 8
9
10 11

AJG Hedge Fund Activity: Q3 2013 in Review

338 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2013, worth a combined $4.4B — down 0.86% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AJG positions and 27 closed out — a net gain of 11 holders — while 150 added to existing stakes and 99 trimmed.

The largest buyer was ArrowMark Colorado Holdings, opening a new position worth an estimated $16.3M. The largest seller was Citadel Advisors, cutting an estimated $48.5M.

  • 338 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2013, up from 331 in Q2 2013.
  • Funds reported $4.4B of Arthur J. Gallagher & Co stock for Q3 2013, down 0.86% quarter-over-quarter.
  • 38 funds opened new Arthur J. Gallagher & Co positions in Q3 2013 and 27 closed out, a net change of +11 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2013 was ArrowMark Colorado Holdings, an estimated $16.3M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2013 was Citadel Advisors, an estimated $48.5M sold.

Based on aggregated 13F filings for Q3 2013.