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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
VIM
476
Vinva Investment Management
Australia
$2.23M +$238K +959 +13%
PWPS
477
Pinnacle Wealth Planning Services
Ohio
$2.23M +$34.5K +139 +2%
FI
478
Fosun International
China
$2.19M -$130K -524 -6%
Northwestern Mutual Wealth Management
479
Northwestern Mutual Wealth Management
Wisconsin
$2.18M +$145K +586 +7%
FC
480
FORA Capital
Florida
$2.14M +$1.14M +4,614 +127%
ASN
481
Advisory Services Network
Georgia
$2.13M +$66.7K +269 +3%
EDRH
482
Edmond de Rothschild Holding
Switzerland
$2.1M -$939K -3,786 -32%
PS
483
Principal Securities
Iowa
$2.08M +$209K +841 +12%
EWS
484
Eagle Wealth Strategies
New Jersey
$2.08M -$3.72K -15 -0.2%
FNT
485
First Nebraska Trust
Nebraska
$2.07M
GT
486
Glenmede Trust
Pennsylvania
$2.07M +$96.8K +390 +5%
MGP
487
Metis Global Partners
California
$2.06M +$144K +581 +8%
QCM
488
Quantinno Capital Management
New York
$2.06M +$1.16M +4,683 +144%
LFP
489
Leeward Financial Partners
Washington
$2.05M +$91.3K +368 +5%
BFA
490
Brendel Financial Advisors
New Hampshire
$2.02M +$1.93M +7,777 New
PAM
491
Panagora Asset Management
Massachusetts
$2.01M -$698K -2,814 -27%
CIA
492
Concurrent Investment Advisors
Florida
$2.01M +$239K +963 +14%
EF
493
Empowered Funds
Pennsylvania
$2M +$1.12M +4,501 +140%
SW
494
SVB Wealth
Massachusetts
$2M +$205K +828 +12%
TRCT
495
Tower Research Capital (TRC)
New York
$1.98M -$457K -1,841 -19%
MNBTD
496
Moody National Bank Trust Division
Texas
$1.98M +$33K +133 +2%
KJHP
497
K.J. Harrison & Partners
Ontario, Canada
$1.97M
NB
498
Norinchukin Bank
Japan
$1.96M +$28.3K +114 +2%
BRCM
499
Bright Rock Capital Management
Massachusetts
$1.94M
USCWA
500
U.S. Capital Wealth Advisors
Texas
$1.94M +$9.18K +37 +0.5%

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.