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Arthur J. Gallagher & Co

603 hedge funds and large institutions have $10.4B invested in Arthur J. Gallagher & Co in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

914% more call options, than puts

Call options by funds: $8.78M | Put options by funds: $866K

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

48% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 56

7% more capital invested

Capital invested by funds: $9.69B → $10.4B (+$679M)

3% more funds holding

Funds holding: 584603 (+19)

1.89% less ownership

Funds ownership: 84.78%82.88% (-1.9%)

15% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 221

Holders
603
Holders Change
+19
Holders Change %
+3.25%
% of All Funds
13.82%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.23%
New
83
Increased
187
Reduced
221
Closed
56
Calls
$8.78M
Puts
$866K
Net Calls
+$7.91M
Net Calls Change
+$6.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.3B +$15M +223,039 +1%
BlackRock
2
BlackRock
New York
$1.01B +$17.9M +265,202 +2%
State Street
3
State Street
Massachusetts
$599M -$17.7M -261,716 -3%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$492M -$5.99M -88,839 -1%
PP
5
Prudential plc
United Kingdom
$296M -$26.1M -386,658 -8%
JP Morgan Chase
6
JP Morgan Chase
New York
$289M -$48.7M -721,244 -15%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$261M +$1.02M +15,098 +0.4%
T
8
Thomaspartners
Massachusetts
$252M +$5.41M +80,214 +2%
Victory Capital Management
9
Victory Capital Management
Texas
$237M -$49.9M -739,059 -18%
Invesco
10
Invesco
Georgia
$153M -$59.3M -879,187 -28%
EIP
11
Epoch Investment Partners
New York
$151M -$6.65M -98,556 -4%
Franklin Resources
12
Franklin Resources
California
$148M -$23.9M -354,925 -14%
WHG
13
Westwood Holdings Group
Texas
$147M -$8.74M -129,496 -6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$147M +$11.3M +167,738 +8%
Northern Trust
15
Northern Trust
Illinois
$137M -$4.43M -65,683 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$128M -$2.76M -40,902 -2%
Goldman Sachs
17
Goldman Sachs
New York
$123M +$7.2M +106,706 +6%
CIP
18
Champlain Investment Partners
Vermont
$118M +$106K +1,575 +0.1%
Norges Bank
19
Norges Bank
Norway
$103M +$5.16M +76,429 +5%
BAM
20
Burgundy Asset Management
Ontario, Canada
$102M -$402K -5,965 -0.4%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$102M +$848K +12,570 +0.9%
American Century Companies
22
American Century Companies
Missouri
$98.8M +$1.68M +24,930 +2%
Viking Global Investors
23
Viking Global Investors
Connecticut
$94.4M +$92.7M +1,373,568 New
AllianceBernstein
24
AllianceBernstein
Tennessee
$86.3M +$63.5M +940,566 +298%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$85.5M +$14.7M +217,712 +21%

AJG Hedge Fund Activity: Q1 2018 in Review

603 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q1 2018, worth a combined $10.4B — up 7% from $9.69B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new AJG positions and 56 closed out — a net gain of 27 holders — while 187 added to existing stakes and 221 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $92.7M. The largest seller was Bank of America, cutting an estimated $60.8M.

  • 603 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q1 2018, up from 584 in Q4 2017.
  • Funds reported $10.4B of Arthur J. Gallagher & Co stock for Q1 2018, up 7% quarter-over-quarter.
  • 83 funds opened new Arthur J. Gallagher & Co positions in Q1 2018 and 56 closed out, a net change of +27 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q1 2018 was Viking Global Investors, an estimated $92.7M added.
  • The largest Arthur J. Gallagher & Co seller in Q1 2018 was Bank of America, an estimated $60.8M sold.

Based on aggregated 13F filings for Q1 2018.