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Arthur J. Gallagher & Co

375 hedge funds and large institutions have $6.2B invested in Arthur J. Gallagher & Co in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 149 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,084% more call options, than puts

Call options by funds: $5.14M | Put options by funds: $56K

64% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 28

32% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 113

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more capital invested

Capital invested by funds: $5.81B → $6.2B (+$387M)

3% more funds holding

Funds holding: 363375 (+12)

1.04% more ownership

Funds ownership: 81.36%82.4% (+1%)

Holders
375
Holders Change
+12
Holders Change %
+3.31%
% of All Funds
10%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
46
Increased
149
Reduced
113
Closed
28
Calls
$5.14M
Puts
$56K
Net Calls
+$5.09M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$458M +$15.9M +340,034 +4%
PP
2
Prudential plc
United Kingdom
$421M +$15.2M +323,796 +4%
Capital International Investors
3
Capital International Investors
California
$343M
BFA
4
BlackRock Fund Advisors
California
$336M +$10.5M +223,820 +3%
AIM
5
abrdn Investment Management
United Kingdom
$208M +$149K +3,175 +0.1%
State Street
6
State Street
Massachusetts
$201M -$572K -12,205 -0.3%
BIT
7
BlackRock Institutional Trust
California
$200M +$2.27M +48,486 +1%
Goldman Sachs
8
Goldman Sachs
New York
$168M -$5.61M -119,703 -3%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$157M -$3.22M -68,659 -2%
JP Morgan Chase
10
JP Morgan Chase
New York
$126M -$29.9M -636,487 -19%
Capital World Investors
11
Capital World Investors
California
$118M
Franklin Resources
12
Franklin Resources
California
$112M -$1.88M -40,000 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$112M -$843K -17,969 -0.7%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$111M +$40M +852,596 +56%
EIP
15
Epoch Investment Partners
New York
$104M +$946K +20,167 +0.9%
Northern Trust
16
Northern Trust
Illinois
$99.6M +$1.85M +39,393 +2%
T
17
Thomaspartners
Massachusetts
$94.1M +$8.53M +181,922 +10%
Invesco
18
Invesco
Georgia
$85.9M +$22.4M +478,434 +36%
Millennium Management
19
Millennium Management
New York
$83.8M +$10.4M +222,483 +14%
SO
20
STRS Ohio
Ohio
$82.6M +$18.8M +400,000 +30%
PIM
21
Perkins Investment Management
Illinois
$71.5M -$17.4M -370,000 -20%
BAM
22
Burgundy Asset Management
Ontario, Canada
$70.9M +$1.45M +30,822 +2%
Comerica Bank
23
Comerica Bank
Texas
$68.9M +$62.3M +1,327,426 +981%
Calamos Advisors
24
Calamos Advisors
Illinois
$66.8M -$175K -3,728 -0.3%
CIP
25
Champlain Investment Partners
Vermont
$58.4M +$4.03M +85,970 +7%

AJG Hedge Fund Activity: Q4 2014 in Review

375 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2014, worth a combined $6.2B — up 6.7% from $5.81B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AJG positions and 28 closed out — a net gain of 18 holders — while 149 added to existing stakes and 113 trimmed.

The largest buyer was Comerica Bank, adding an estimated $62.3M. The largest seller was JP Morgan Chase, cutting an estimated $29.9M.

  • 375 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2014, up from 363 in Q3 2014.
  • Funds reported $6.2B of Arthur J. Gallagher & Co stock for Q4 2014, up 6.7% quarter-over-quarter.
  • 46 funds opened new Arthur J. Gallagher & Co positions in Q4 2014 and 28 closed out, a net change of +18 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2014 was Comerica Bank, an estimated $62.3M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2014 was JP Morgan Chase, an estimated $29.9M sold.

Based on aggregated 13F filings for Q4 2014.