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Arthur J. Gallagher & Co

480 hedge funds and large institutions have $6.93B invested in Arthur J. Gallagher & Co in 2016 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 24

23% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 146

14% more call options, than puts

Call options by funds: $2.19M | Put options by funds: $1.93M

11% more funds holding

Funds holding: 431480 (+49)

9% more capital invested

Capital invested by funds: $6.38B → $6.93B (+$558M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.36% less ownership

Funds ownership: 82.76%82.4% (-0.36%)

Holders
480
Holders Change
+49
Holders Change %
+11.37%
% of All Funds
12.81%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
79
Increased
180
Reduced
146
Closed
24
Calls
$2.19M
Puts
$1.93M
Net Calls
+$265K
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$750M +$139M +2,987,125 +23%
JP Morgan Chase
2
JP Morgan Chase
New York
$531M -$12.5M -270,262 -2%
State Street
3
State Street
Massachusetts
$371M +$67.6M +1,456,359 +23%
PP
4
Prudential plc
United Kingdom
$300M -$13.9M -298,997 -5%
BFA
5
BlackRock Fund Advisors
California
$293M -$134M -2,891,685 -32%
BIT
6
BlackRock Institutional Trust
California
$230M -$18.1M -390,255 -7%
Capital International Investors
7
Capital International Investors
California
$206M +$204K +4,400 +0.1%
Franklin Resources
8
Franklin Resources
California
$188M +$330K +7,112 +0.2%
Goldman Sachs
9
Goldman Sachs
New York
$165M -$29.1M -627,441 -15%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$158M -$21.1M -454,263 -12%
T
11
Thomaspartners
Massachusetts
$130M +$6.34M +136,673 +5%
Invesco
12
Invesco
Georgia
$123M +$6.73M +145,107 +6%
EIP
13
Epoch Investment Partners
New York
$114M +$143K +3,090 +0.1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$112M -$21.9M -471,683 -17%
AIM
15
abrdn Investment Management
United Kingdom
$94.1M -$43.6M -939,343 -32%
VNIM
16
Vaughan Nelson Investment Management
Texas
$89.2M +$2.21M +47,675 +3%
Northern Trust
17
Northern Trust
Illinois
$86.3M +$13M +281,283 +18%
SO
18
STRS Ohio
Ohio
$81.5M +$1.23M +26,437 +2%
Bank of America
19
Bank of America
North Carolina
$75.9M +$13.6M +293,899 +23%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$71.9M -$35.9M -773,796 -34%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$71.2M -$124K -2,678 -0.2%
BAM
22
Burgundy Asset Management
Ontario, Canada
$70.6M -$673K -14,508 -1%
Norges Bank
23
Norges Bank
Norway
$68.6M +$314K +6,771 +0.5%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$68.4M +$17.2M +371,488 +35%
BG
25
BlackRock Group
United Kingdom
$65.3M +$13.7M +295,450 +27%

AJG Hedge Fund Activity: Q2 2016 in Review

480 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2016, worth a combined $6.93B — up 8.8% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AJG positions and 24 closed out — a net gain of 55 holders — while 180 added to existing stakes and 146 trimmed.

The largest buyer was Vanguard Group, adding an estimated $139M. The largest seller was BlackRock Fund Advisors, cutting an estimated $134M.

  • 480 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2016, up from 431 in Q1 2016.
  • Funds reported $6.93B of Arthur J. Gallagher & Co stock for Q2 2016, up 8.8% quarter-over-quarter.
  • 79 funds opened new Arthur J. Gallagher & Co positions in Q2 2016 and 24 closed out, a net change of +55 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2016 was Vanguard Group, an estimated $139M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2016 was BlackRock Fund Advisors, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2016.