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Arthur J. Gallagher & Co

601 hedge funds and large institutions have $11.2B invested in Arthur J. Gallagher & Co in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 197 increasing their positions, 232 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

37% more call options, than puts

Call options by funds: $9.61M | Put options by funds: $7.02M

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

1% more funds holding

Funds holding: 594601 (+7)

0.68% more ownership

Funds ownership: 82.8%83.48% (+0.68%)

1% less capital invested

Capital invested by funds: $11.2B → $11.2B (-$70.3M)

15% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 232

Holders
601
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
13.39%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.29%
New
65
Increased
197
Reduced
232
Closed
55
Calls
$9.61M
Puts
$7.02M
Net Calls
+$2.59M
Net Calls Change
+$636K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.5B +$55.1M +737,926 +4%
BlackRock
2
BlackRock
New York
$1.45B +$277M +3,713,920 +23%
State Street
3
State Street
Massachusetts
$624M -$51K -683 -0%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$526M +$1.4M +18,790 +0.3%
JP Morgan Chase
5
JP Morgan Chase
New York
$373M +$103M +1,378,751 +37%
PP
6
Prudential plc
United Kingdom
$292M -$2.75M -36,862 -0.9%
CSIA
7
Charles Schwab Investment Advisory
California
$272M -$599K -8,022 -0.2%
Victory Capital Management
8
Victory Capital Management
Texas
$206M -$32.9M -440,070 -14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$188M +$26.7M +358,129 +16%
Invesco
10
Invesco
Georgia
$181M -$10M -134,476 -5%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$174M -$72.7M -973,258 -29%
CIP
12
Champlain Investment Partners
Vermont
$161M -$898K -12,025 -0.5%
Northern Trust
13
Northern Trust
Illinois
$152M +$7.76M +103,958 +5%
Franklin Resources
14
Franklin Resources
California
$123M -$15.8M -211,446 -11%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$123M -$10M -134,600 -7%
Norges Bank
16
Norges Bank
Norway
$122M +$5.45M +72,952 +5%
EIP
17
Epoch Investment Partners
New York
$117M -$21.3M -284,654 -15%
DZ Bank
18
DZ Bank
Germany
$114M -$3.89M -52,071 -3%
Westfield Capital Management
19
Westfield Capital Management
Massachusetts
$101M +$3.48M +46,580 +4%
BAM
20
Burgundy Asset Management
Ontario, Canada
$98M +$277K +3,707 +0.3%
Bank of America
21
Bank of America
North Carolina
$96M +$31.2M +417,610 +47%
WHG
22
Westwood Holdings Group
Texas
$94.6M -$36.1M -482,993 -27%
Viking Global Investors
23
Viking Global Investors
Connecticut
$88.5M -$2.62M -35,050 -3%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$88.2M +$11.7M +157,358 +15%
AllianceBernstein
25
AllianceBernstein
Tennessee
$87M +$3.68M +49,238 +4%

AJG Hedge Fund Activity: Q4 2018 in Review

601 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2018, worth a combined $11.2B — down 0.63% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AJG positions and 55 closed out — a net gain of 10 holders — while 197 added to existing stakes and 232 trimmed.

The largest buyer was BlackRock, adding an estimated $277M. The largest seller was Wellington Management Group, cutting an estimated $72.7M.

  • 601 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2018, up from 594 in Q3 2018.
  • Funds reported $11.2B of Arthur J. Gallagher & Co stock for Q4 2018, down 0.63% quarter-over-quarter.
  • 65 funds opened new Arthur J. Gallagher & Co positions in Q4 2018 and 55 closed out, a net change of +10 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2018 was BlackRock, an estimated $277M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2018 was Wellington Management Group, an estimated $72.7M sold.

Based on aggregated 13F filings for Q4 2018.