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Arthur J. Gallagher & Co

1,199 hedge funds and large institutions have $52.8B invested in Arthur J. Gallagher & Co in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 434 increasing their positions, 450 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 59

77% more call options, than puts

Call options by funds: $159M | Put options by funds: $89.9M

8% more capital invested

Capital invested by funds: $49.1B → $52.8B (+$3.68B)

4% more funds holding

Funds holding: 1,1481,199 (+51)

0.96% less ownership

Funds ownership: 86.63%85.67% (-0.96%)

4% less repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 450

20% less funds holding in top 10

Funds holding in top 10: 4133 (-8)

Holders
1,199
Holders Change
+51
Holders Change %
+4.44%
% of All Funds
17.22%
Holding in Top 10
33
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.51%
% of All Funds
0.47%
New
120
Increased
434
Reduced
450
Closed
59
Calls
$159M
Puts
$89.9M
Net Calls
+$69.4M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
501
Nations Financial Group
Iowa
$2.17M +$115K +408 +6%
PAM
502
Panagora Asset Management
Massachusetts
$2.17M -$15.2K -54 -0.7%
WM
503
Whitford Management
New York
$2.17M -$873K -3,097 -29%
FC
504
FORA Capital
Florida
$2.16M -$162K -573 -7%
FTDI
505
First Trust Direct Indexing
Massachusetts
$2.15M +$358K +1,271 +20%
CIA
506
Concurrent Investment Advisors
Florida
$2.15M -$34.4K -122 -2%
ASN
507
Advisory Services Network
Georgia
$2.13M
PDL
508
Portfolio Design Labs
California
$2.12M -$1.65M -5,836 -44%
CFO
509
Callan Family Office
Pennsylvania
$2.11M +$68.5K +243 +3%
CFGS
510
Concourse Financial Group Securities
Alabama
$2.11M +$53.6K +190 +3%
BRCM
511
Bright Rock Capital Management
Massachusetts
$2.11M
CCM
512
Cox Capital Management
Massachusetts
$2.11M -$1.55M -5,504 -42%
USCWA
513
U.S. Capital Wealth Advisors
Texas
$2.11M +$846 +3 +0%
OAC
514
OMERS Administration Corp
Ontario, Canada
$2.1M
BFA
515
Brendel Financial Advisors
New Hampshire
$2.03M -$163K -578 -7%
GA
516
Geller Advisors
New York
$2.02M +$12.4K +44 +0.6%
GC
517
Grimes & Company
Massachusetts
$2.02M -$4.79K -17 -0.2%
EGM
518
Engineers Gate Manager
New York
$2.02M +$2.02M +7,164 New
PWM
519
Provident Wealth Management
Tennessee
$1.99M
AWM
520
AE Wealth Management
Kansas
$1.99M -$571K -2,026 -22%
OC
521
Oppenheimer & Co
New York
$1.99M -$17.5K -62 -0.9%
MYLI
522
Meiji Yasuda Life Insurance
Japan
$1.99M -$446K -1,582 -18%
EWS
523
Eagle Wealth Strategies
New Jersey
$1.98M -$282K -1,000 -12%
NMIMC
524
Northwestern Mutual Investment Management Company
Wisconsin
$1.95M -$2.54K -9 -0.1%
RA
525
RFG Advisory
Alabama
$1.94M -$40.9K -145 -2%

AJG Hedge Fund Activity: Q3 2024 in Review

1,199 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2024, worth a combined $52.8B — up 7.5% from $49.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AJG positions and 59 closed out — a net gain of 61 holders — while 434 added to existing stakes and 450 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $174M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $207M.

  • 1,199 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2024, up from 1,148 in Q2 2024.
  • Funds reported $52.8B of Arthur J. Gallagher & Co stock for Q3 2024, up 7.5% quarter-over-quarter.
  • 120 funds opened new Arthur J. Gallagher & Co positions in Q3 2024 and 59 closed out, a net change of +61 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2024 was Principal Financial Group, an estimated $174M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $207M sold.

Based on aggregated 13F filings for Q3 2024.