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Arthur J. Gallagher & Co

594 hedge funds and large institutions have $11.2B invested in Arthur J. Gallagher & Co in 2018 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 191 increasing their positions, 218 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

73% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $2.69M

33% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 43

15% more capital invested

Capital invested by funds: $9.77B → $11.2B (+$1.45B)

2% more funds holding

Funds holding: 584594 (+10)

0.44% less ownership

Funds ownership: 83.24%82.8% (-0.44%)

12% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 218

Holders
594
Holders Change
+10
Holders Change %
+1.71%
% of All Funds
13.58%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.21%
New
57
Increased
191
Reduced
218
Closed
43
Calls
$4.64M
Puts
$2.69M
Net Calls
+$1.96M
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.46B +$18.6M +259,584 +1%
BlackRock
2
BlackRock
New York
$1.19B +$90M +1,255,179 +9%
State Street
3
State Street
Massachusetts
$630M +$4.95M +69,041 +0.8%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$530M +$198K +2,756 +0%
PP
5
Prudential plc
United Kingdom
$298M -$16.4M -229,238 -5%
CSIA
6
Charles Schwab Investment Advisory
California
$275M +$1M +13,985 +0.4%
JP Morgan Chase
7
JP Morgan Chase
New York
$274M +$8.31M +115,903 +3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$248M -$6.08M -84,779 -2%
Victory Capital Management
9
Victory Capital Management
Texas
$241M -$15.5M -216,387 -6%
Invesco
10
Invesco
Georgia
$193M -$15.2M -212,085 -8%
CIP
11
Champlain Investment Partners
Vermont
$164M +$6.75M +94,180 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$163M +$3.98M +55,544 +3%
Northern Trust
13
Northern Trust
Illinois
$146M -$513K -7,158 -0.4%
Franklin Resources
14
Franklin Resources
California
$140M -$17.1M -239,180 -11%
EIP
15
Epoch Investment Partners
New York
$140M -$8.31M -115,969 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$134M +$70K +976 +0.1%
WHG
17
Westwood Holdings Group
Texas
$132M -$8.12M -113,216 -6%
DZ Bank
18
DZ Bank
Germany
$121M +$34.6M +483,024 +42%
Norges Bank
19
Norges Bank
Norway
$118M +$6.67M +93,042 +6%
American Century Companies
20
American Century Companies
Missouri
$105M -$263K -3,669 -0.3%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$99M +$1.23M +17,210 +1%
BAM
22
Burgundy Asset Management
Ontario, Canada
$98.7M -$6.15M -85,759 -6%
Goldman Sachs
23
Goldman Sachs
New York
$97.7M -$17.2M -240,538 -15%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$96.3M -$3.94M -55,004 -4%
Viking Global Investors
25
Viking Global Investors
Connecticut
$92M -$35.8M -499,160 -29%

AJG Hedge Fund Activity: Q3 2018 in Review

594 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2018, worth a combined $11.2B — up 15% from $9.77B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AJG positions and 43 closed out — a net gain of 14 holders — while 191 added to existing stakes and 218 trimmed.

The largest buyer was BlackRock, adding an estimated $90M. The largest seller was Millennium Management, cutting an estimated $108M.

  • 594 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2018, up from 584 in Q2 2018.
  • Funds reported $11.2B of Arthur J. Gallagher & Co stock for Q3 2018, up 15% quarter-over-quarter.
  • 57 funds opened new Arthur J. Gallagher & Co positions in Q3 2018 and 43 closed out, a net change of +14 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2018 was BlackRock, an estimated $90M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2018 was Millennium Management, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2018.