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Arthur J. Gallagher & Co

471 hedge funds and large institutions have $7.36B invested in Arthur J. Gallagher & Co in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 178 increasing their positions, 163 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $774K

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

6% more capital invested

Capital invested by funds: $6.93B → $7.36B (+$425M)

9% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 163

0.53% more ownership

Funds ownership: 82.4%82.93% (+0.53%)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

2% less funds holding

Funds holding: 480471 (-9)

Holders
471
Holders Change
-9
Holders Change %
-1.88%
% of All Funds
12.57%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
39
Increased
178
Reduced
163
Closed
42
Calls
$2.55M
Puts
$774K
Net Calls
+$1.78M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$834M +$31.5M +637,626 +4%
JP Morgan Chase
2
JP Morgan Chase
New York
$614M +$45.7M +925,361 +8%
State Street
3
State Street
Massachusetts
$408M +$11.2M +226,581 +3%
BFA
4
BlackRock Fund Advisors
California
$323M +$10.3M +207,830 +3%
PP
5
Prudential plc
United Kingdom
$310M -$10.4M -210,789 -3%
BIT
6
BlackRock Institutional Trust
California
$245M -$715K -14,493 -0.3%
Capital International Investors
7
Capital International Investors
California
$220M +$178K +3,600 +0.1%
Invesco
8
Invesco
Georgia
$206M +$72.6M +1,470,597 +57%
Franklin Resources
9
Franklin Resources
California
$205M +$3.85M +78,040 +2%
Goldman Sachs
10
Goldman Sachs
New York
$147M -$28.6M -580,324 -17%
T
11
Thomaspartners
Massachusetts
$147M +$7.82M +158,316 +6%
EIP
12
Epoch Investment Partners
New York
$124M +$1.92M +38,871 +2%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$124M -$43.7M -886,130 -27%
VNIM
14
Vaughan Nelson Investment Management
Texas
$123M +$26.8M +541,945 +29%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$121M +$1.65M +33,346 +1%
AIM
16
abrdn Investment Management
United Kingdom
$115M +$13.8M +278,911 +14%
Northern Trust
17
Northern Trust
Illinois
$95.5M +$3.13M +63,432 +3%
SO
18
STRS Ohio
Ohio
$85.7M -$1.42M -28,712 -2%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$80M +$3.77M +76,333 +5%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$76.4M +$3.15M +63,873 +4%
BAM
21
Burgundy Asset Management
Ontario, Canada
$76M +$476K +9,649 +0.7%
Bank of America
22
Bank of America
North Carolina
$75.4M -$5.48M -111,082 -7%
BG
23
BlackRock Group
United Kingdom
$72.1M +$2.21M +44,793 +3%
Norges Bank
24
Norges Bank
Norway
$70.5M +$496K +10,057 +0.7%
CIP
25
Champlain Investment Partners
Vermont
$70.4M +$8.73M +176,905 +15%

AJG Hedge Fund Activity: Q3 2016 in Review

471 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2016, worth a combined $7.36B — up 6.1% from $6.93B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AJG and 39 opened new positions — a net loss of 3 holders — while 163 trimmed existing stakes and 178 added.

The largest buyer was Invesco, adding an estimated $72.6M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $43.7M.

  • 471 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2016, down from 480 in Q2 2016.
  • Funds reported $7.36B of Arthur J. Gallagher & Co stock for Q3 2016, up 6.1% quarter-over-quarter.
  • 39 funds opened new Arthur J. Gallagher & Co positions in Q3 2016 and 42 closed out, a net change of -3 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2016 was Invesco, an estimated $72.6M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2016 was Manulife (Manufacturers Life Insurance), an estimated $43.7M sold.

Based on aggregated 13F filings for Q3 2016.