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Arthur J. Gallagher & Co

1,148 hedge funds and large institutions have $49.1B invested in Arthur J. Gallagher & Co in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 459 increasing their positions, 382 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $160M | Put options by funds: $102M

43% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 79

20% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 382

5% more capital invested

Capital invested by funds: $46.5B → $49.1B (+$2.55B)

3% more funds holding in top 10

Funds holding in top 10: 4041 (+1)

2% more funds holding

Funds holding: 1,1291,148 (+19)

0.7% more ownership

Funds ownership: 85.93%86.63% (+0.7%)

Holders
1,148
Holders Change
+19
Holders Change %
+1.68%
% of All Funds
16.58%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.59%
New
113
Increased
459
Reduced
382
Closed
79
Calls
$160M
Puts
$102M
Net Calls
+$58.4M
Net Calls Change
+$9.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
326
Vontobel Holding
Switzerland
$6.07M -$373K -1,505 -6%
CB
327
Commerce Bank
Missouri
$6.01M -$25.3K -102 -0.4%
FLPIM
328
F.L. Putnam Investment Management
Massachusetts
$6M +$298K +1,200 +5%
SG Americas Securities
329
SG Americas Securities
New York
$5.89M -$14.4M -57,890 -72%
FLI
330
Family Legacy Inc
South Carolina
$5.88M -$83.9K -338 -1%
BA
331
Ballew Advisors
Mississippi
$5.88M +$248K +999 +5%
BCM
332
Brookmont Capital Management
Texas
$5.79M +$127K +513 +2%
SMDAM
333
Sumitomo Mitsui DS Asset Management
Japan
$5.76M +$515K +2,074 +10%
CT
334
Colonial Trust
South Carolina
$5.73M +$5.45M +21,985 +21,985%
AAS
335
Avantax Advisory Services
Texas
$5.66M +$1.77M +7,125 +48%
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$5.66M -$47.6K -192 -0.9%
AUB
337
Atlantic Union Bankshares
Virginia
$5.6M -$256K -1,030 -5%
CTC
338
Central Trust Company
Missouri
$5.48M +$351K +1,415 +7%
1832 Asset Management
339
1832 Asset Management
Ontario, Canada
$5.47M -$9.63M -38,829 -65%
TIP
340
Torray Investment Partners
Maryland
$5.45M +$22.1K +89 +0.4%
FAB
341
First American Bank
Illinois
$5.43M +$46.4K +187 +0.9%
FHB
342
First Hawaiian Bank
Hawaii
$5.31M +$473K +1,907 +10%
PA
343
PFG Advisors
Arizona
$5.24M +$473K +1,907 +10%
DSC
344
Duncker Streett & Co
Missouri
$5.18M +$135K +546 +3%
SWP
345
Stratos Wealth Partners
Ohio
$5.16M +$49.1K +198 +1%
TPCW
346
TD Private Client Wealth
New York
$5.11M +$136K +548 +3%
AG
347
AIA Group
Hong Kong
$5.11M +$3.19M +12,850 +187%
Nordea Investment Management
348
Nordea Investment Management
Sweden
$5.05M +$337K +1,357 +8%
AWP
349
Ascent Wealth Partners
New York
$4.93M +$3.91M +15,781 +491%
BMSSC
350
B. Metzler seel. Sohn & Co
Germany
$4.91M +$1.78M +7,166 +61%

AJG Hedge Fund Activity: Q2 2024 in Review

1,148 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2024, worth a combined $49.1B — up 5.5% from $46.5B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new AJG positions and 79 closed out — a net gain of 34 holders — while 459 added to existing stakes and 382 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $403M. The largest seller was Capital International Investors, cutting an estimated $213M.

  • 1,148 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2024, up from 1,129 in Q1 2024.
  • Funds reported $49.1B of Arthur J. Gallagher & Co stock for Q2 2024, up 5.5% quarter-over-quarter.
  • 113 funds opened new Arthur J. Gallagher & Co positions in Q2 2024 and 79 closed out, a net change of +34 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2024 was Fidelity Investments, an estimated $403M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2024 was Capital International Investors, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2024.