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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$343M +$22.7M +489,095 +7%
Capital International Investors
2
Capital International Investors
California
$342M +$158M +3,394,089 +87%
BFA
3
BlackRock Fund Advisors
California
$284M +$8.76M +188,587 +3%
PP
4
Prudential plc
United Kingdom
$260M +$83.9M +1,807,452 +48%
JP Morgan Chase
5
JP Morgan Chase
New York
$178M -$1.85M -39,795 -1%
State Street
6
State Street
Massachusetts
$174M -$17.5M -376,997 -9%
BIT
7
BlackRock Institutional Trust
California
$171M +$6.24M +134,333 +4%
AIM
8
abrdn Investment Management
United Kingdom
$169M +$4.36M +93,847 +3%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$168M +$3.06M +65,801 +2%
Capital World Investors
10
Capital World Investors
California
$117M -$116M -2,500,000 -50%
Franklin Resources
11
Franklin Resources
California
$115M -$418K -9,000 -0.4%
EIP
12
Epoch Investment Partners
New York
$103M -$212K -4,561 -0.2%
Goldman Sachs
13
Goldman Sachs
New York
$92.6M +$78M +1,679,172 +573%
Northern Trust
14
Northern Trust
Illinois
$89.8M +$677K +14,577 +0.8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$89.2M -$441K -9,492 -0.5%
Citadel Advisors
16
Citadel Advisors
Florida
$86.8M -$3.8M -81,901 -4%
PIM
17
Perkins Investment Management
Illinois
$81.9M +$81.1M +1,746,177 New
BAM
18
Burgundy Asset Management
Ontario, Canada
$71.6M -$1.57M -33,761 -2%
FMI
19
Fiduciary Management Inc
Wisconsin
$50.6M -$689K -14,825 -1%
FCM
20
Frontier Capital Management
Massachusetts
$49.5M -$21.7M -467,078 -31%
RA
21
Royce & Associates
New York
$48.9M -$7.44M -160,100 -13%
T
22
Thomaspartners
Massachusetts
$45.2M +$13.5M +290,349 +43%
Norges Bank
23
Norges Bank
Norway
$45.2M
American Century Companies
24
American Century Companies
Missouri
$43.1M +$42.3M +910,498 +10,806%
MAA
25
Managed Account Advisors
New Jersey
$42.6M +$3.4M +73,215 +9%

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.