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Arthur J. Gallagher & Co

364 hedge funds and large institutions have $5.95B invested in Arthur J. Gallagher & Co in 2014 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 171 increasing their positions, 74 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 74

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $4.94B → $5.95B (+$1.01B)

8% more funds holding

Funds holding: 336364 (+28)

3.96% more ownership

Funds ownership: 77.37%81.33% (+4%)

69% less call options, than puts

Call options by funds: $256K | Put options by funds: $830K

Holders
364
Holders Change
+28
Holders Change %
+8.33%
% of All Funds
10.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
53
Increased
171
Reduced
74
Closed
23
Calls
$256K
Puts
$830K
Net Calls
-$574K
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$425M +$67.2M +1,474,043 +19%
PP
2
Prudential plc
United Kingdom
$340M +$66.5M +1,458,818 +25%
Capital International Investors
3
Capital International Investors
California
$339M
BFA
4
BlackRock Fund Advisors
California
$317M +$42.8M +939,268 +16%
AIM
5
abrdn Investment Management
United Kingdom
$205M +$47.2M +1,034,655 +31%
State Street
6
State Street
Massachusetts
$200M +$27.7M +607,418 +16%
BIT
7
BlackRock Institutional Trust
California
$190M +$17.3M +378,636 +10%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$173M -$13.3M -291,609 -7%
Goldman Sachs
9
Goldman Sachs
New York
$170M +$1.92M +42,080 +1%
JP Morgan Chase
10
JP Morgan Chase
New York
$141M -$22.5M -494,104 -14%
Citadel Advisors
11
Citadel Advisors
Florida
$118M +$101M +2,215,112 +711%
Capital World Investors
12
Capital World Investors
California
$117M
Franklin Resources
13
Franklin Resources
California
$113M -$1.04M -22,900 -0.9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$110M +$21.1M +463,258 +24%
Norges Bank
15
Norges Bank
Norway
$103M +$55.9M +1,226,035 +124%
Northern Trust
16
Northern Trust
Illinois
$99.9M +$11.3M +247,034 +13%
EIP
17
Epoch Investment Partners
New York
$99.7M +$4.98M +109,224 +5%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$98.2M +$60.7M +1,332,321 +172%
PIM
19
Perkins Investment Management
Illinois
$88.4M -$45.3M -992,931 -34%
T
20
Thomaspartners
Massachusetts
$75.9M +$16.8M +368,611 +29%
Millennium Management
21
Millennium Management
New York
$72.1M +$22.1M +485,622 +46%
BAM
22
Burgundy Asset Management
Ontario, Canada
$70.7M -$1.03M -22,590 -1%
Calamos Advisors
23
Calamos Advisors
Illinois
$68.4M +$33.6M +737,071 +101%
Invesco
24
Invesco
Georgia
$60.3M +$54.3M +1,191,211 +1,155%
DRZID
25
DePrince Race & Zollo Inc (DRZ)
Florida
$51.7M +$50.6M +1,110,126 New

AJG Hedge Fund Activity: Q2 2014 in Review

364 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2014, worth a combined $5.95B — up 20% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new AJG positions and 23 closed out — a net gain of 30 holders — while 171 added to existing stakes and 74 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Fiduciary Management Inc, cutting an estimated $48.4M.

  • 364 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2014, up from 336 in Q1 2014.
  • Funds reported $5.95B of Arthur J. Gallagher & Co stock for Q2 2014, up 20% quarter-over-quarter.
  • 53 funds opened new Arthur J. Gallagher & Co positions in Q2 2014 and 23 closed out, a net change of +30 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2014 was Citadel Advisors, an estimated $101M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2014 was Fiduciary Management Inc, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2014.