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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
GCA
201
Gideon Capital Advisors
New York
$1.1M +$1.09M +23,430 New
SFP
202
Santa Fe Partners
New Mexico
$1.08M +$1.07M +23,008 New
PA
203
Profund Advisors
Maryland
$1.06M +$47.6K +1,024 +5%
Nomura Holdings
204
Nomura Holdings
Japan
$1.06M +$265K +5,711 +34%
URS
205
Utah Retirement Systems
Utah
$1.06M
YMRC
206
Yorktown Management & Research Company
Virginia
$1.06M
Capital Fund Management (CFM)
207
Capital Fund Management (CFM)
France
$1.05M +$1.04M +22,400 New
MCM
208
Maryland Capital Management
Maryland
$1.05M -$13.9K -300 -1%
FCI
209
Financial Counselors Inc
Kansas
$1.03M -$255K -5,490 -20%
SAM
210
Strategy Asset Managers
California
$1.03M +$77.2K +1,663 +8%
TAM
211
Timucuan Asset Management
Florida
$1.01M
CIS
212
Capital International Sarl
California
$995K
AIP
213
Ameritas Investment Partners
Nebraska
$972K +$22.3K +481 +2%
JG
214
Jefferies Group
New York
$950K +$278K +5,993 +42%
BMCMI
215
Bryn Mawr Capital Management Inc
Pennsylvania
$936K -$8.93M -192,257 -91%
FHA
216
First Horizon Advisors
Tennessee
$919K +$126K +2,717 +15%
NTCOC
217
Northern Trust Company of Connecticut
Connecticut
$903K -$6.22K -134 -0.7%
BA
218
BlackRock Advisors
Delaware
$897K -$127K -2,732 -13%
SAM
219
Securian Asset Management
Minnesota
$892K -$604 -13 -0.1%
VV
220
Verity & Verity
South Carolina
$876K +$78.8K +1,697 +10%
ANRIA
221
American National Registered Investment Advisor
Texas
$868K -$3.02K -65 -0.4%
COPPSERS
222
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$866K +$15.5K +334 +2%
STC
223
SEI Trust Company
Pennsylvania
$847K +$838K +18,040 New
Credit Agricole
224
Credit Agricole
France
$846K
MSS
225
Mitchell Sinkler & Starr
Pennsylvania
$812K -$41.8K -900 -5%

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.