Arthur J. Gallagher & Co
585 hedge funds and large institutions have $9.92B invested in Arthur J. Gallagher & Co in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 208 increasing their positions, 213 reducing their positions, and 61 closing their positions.
32% more call options, than puts
Call options by funds: $3.02M | Put options by funds: $2.29M
0.63% more ownership
Funds ownership: 82.77% → 83.4% (+0.63%)
2% less repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 213
4% less capital invested
Capital invested by funds: $10.4B → $9.92B (-$431M)
3% less funds holding
Funds holding: 605 → 585 (-20)
25% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 61
60% less funds holding in top 10
Funds holding in top 10: 10 → 4 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$250M |
| 2 |
Millennium Management
New York
|
+$79.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$38.9M |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$38.2M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$34.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$43M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$33.3M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$32.8M |
| 4 |
Morgan Stanley
New York
|
-$28.3M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$25.6M |
AJG Hedge Fund Activity: Q2 2018 in Review
585 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2018, worth a combined $9.92B — down 4.2% from $10.4B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of AJG and 46 opened new positions — a net loss of 15 holders — while 213 trimmed existing stakes and 208 added.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $250M. The largest seller was JP Morgan Chase, cutting an estimated $43M.
- 585 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2018, down from 605 in Q1 2018.
- Funds reported $9.92B of Arthur J. Gallagher & Co stock for Q2 2018, down 4.2% quarter-over-quarter.
- 46 funds opened new Arthur J. Gallagher & Co positions in Q2 2018 and 61 closed out, a net change of -15 holders.
- The largest Arthur J. Gallagher & Co buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $250M added.
- The largest Arthur J. Gallagher & Co seller in Q2 2018 was JP Morgan Chase, an estimated $43M sold.
Based on aggregated 13F filings for Q2 2018.