We are live on ! Find out more
AJG icon

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
OPS
426
Orion Portfolio Solutions
Nebraska
$3.04M +$99.5K +401 +4%
CA
427
Clearstead Advisors
Ohio
$3.02M +$2.24M +9,010 +340%
CPIG
428
Chicago Partners Investment Group
Illinois
$3M +$5.46K +22 +0.2%
WT
429
Whittier Trust
California
$2.99M -$124K -500 -4%
BRWA
430
B. Riley Wealth Advisors
Florida
$2.97M -$242K -977 -8%
MCM
431
Marsico Capital Management
Colorado
$2.97M +$2.16M +8,701 +317%
AF
432
Alerus Financial
North Dakota
$2.9M -$59.5K -240 -2%
AG
433
Ascent Group
Virginia
$2.9M +$173K +699 +7%
DILIC
434
Dai-ichi Life Insurance Company
Japan
$2.86M -$6.62M -26,687 -71%
CA
435
Cornerstone Advisors
North Carolina
$2.85M -$992K -4,000 -27%
NMERB
436
New Mexico Educational Retirement Board
New Mexico
$2.81M
WM
437
Whitford Management
New York
$2.8M +$37.2K +150 +1%
SCM
438
Sitrin Capital Management
California
$2.79M -$17.6K -71 -0.7%
TWC
439
TD Waterhouse Canada
Ontario, Canada
$2.79M +$1.49M +6,004 +127%
Focus Partners Wealth
440
Focus Partners Wealth
Massachusetts
$2.75M +$1.67M +6,717 +183%
HWAM
441
Hennion & Walsh Asset Management
New Jersey
$2.74M +$254K +1,022 +11%
Neuberger Berman Group
442
Neuberger Berman Group
New York
$2.73M -$16.9M -68,146 -87%
JWM
443
Janiczek Wealth Management
Colorado
$2.7M +$117K +470 +5%
GVAG
444
Great Valley Advisor Group
Delaware
$2.69M +$538K +2,168 +26%
AA
445
Ancora Advisors
Ohio
$2.69M -$40.9K -165 -2%
MLM
446
Mount Lucas Management
Pennsylvania
$2.67M -$24.1K -97 -0.9%
OIA
447
OneDigital Investment Advisors
Kansas
$2.67M +$38.7K +156 +2%
ONST
448
Old North State Trust
North Carolina
$2.65M
LCM
449
Legato Capital Management
California
$2.65M -$815K -3,286 -24%
GC
450
Guggenheim Capital
Illinois
$2.64M -$495K -1,997 -16%

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.