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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
NMIMC
201
Northwestern Mutual Investment Management Company
Wisconsin
$2.58M +$28.4K +445 +1%
Nordea Investment Management
202
Nordea Investment Management
Sweden
$2.58M +$91.8K +1,437 +4%
AUB
203
Atlantic Union Bankshares
Virginia
$2.57M -$39.2K -613 -1%
WG
204
Winton Group
United Kingdom
$2.53M -$8.89M -139,130 -78%
ERSOT
205
Employees Retirement System of Texas
Texas
$2.51M +$1.71M +26,700 +205%
MLM
206
Mount Lucas Management
Pennsylvania
$2.51M -$121K -1,898 -5%
JWM
207
Jackson Wealth Management
Florida
$2.46M -$3.9K -61 -0.2%
Rafferty Asset Management
208
Rafferty Asset Management
New York
$2.46M +$584K +9,136 +31%
SWP
209
Stratos Wealth Partners
Ohio
$2.46M +$2.17K +34 +0.1%
AB
210
Amalgamated Bank
New York
$2.4M +$123K +1,924 +5%
FLI
211
Family Legacy Inc
South Carolina
$2.37M +$864K +13,524 +56%
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$2.33M -$221K -3,457 -9%
CWM
213
CIBC World Markets
New York
$2.32M +$661K +10,354 +39%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$2.31M +$72.4K +1,133 +3%
Squarepoint
215
Squarepoint
New York
$2.31M -$961K -15,041 -29%
BMO
216
Beck Mack & Oliver
New York
$2.28M – – –
AIC
217
Aurora Investment Counsel
Georgia
$2.25M +$2.28M +35,625 New
LPL Financial
218
LPL Financial
California
$2.23M +$53.3K +834 +2%
NSIM
219
North Star Investment Management
Illinois
$2.19M +$319 +5 +0%
STB
220
S&T Bank
Pennsylvania
$2.14M -$3.38K -53 -0.2%
SCM
221
Stonebridge Capital Management
California
$2.14M -$3.19K -50 -0.1%
SCM
222
Shelton Capital Management
Colorado
$2.14M – – –
EIM
223
Essex Investment Management
Massachusetts
$2.14M – – –
QSS
224
Quantitative Systematic Strategies
Florida
$2.13M -$790K -12,375 -27%
MLICM
225
Metropolitan Life Insurance Company (MetLife)
New York
$2.1M -$3.65M -57,207 -63%
7 8
9
10 11

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.