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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
SW
526
Simplicity Wealth
New Jersey
$1.68M +$12.2K +49 +0.8%
O
527
Ossiam
France
$1.66M -$8.66M -34,894 -85%
BEI
528
Benjamin Edwards Inc
Missouri
$1.65M -$19.6K -79 -1%
FTDI
529
First Trust Direct Indexing
Massachusetts
$1.65M +$373K +1,504 +31%
DC
530
Davenport & Co
Virginia
$1.64M +$217K +875 +16%
SEIA
531
Signature Estate & Investment Advisors
California
$1.64M +$11.9K +48 +0.8%
SI
532
Stephens Inc
Arkansas
$1.64M +$496 +2 +0%
Capstone Investment Advisors
533
Capstone Investment Advisors
New York
$1.63M +$589K +2,375 +61%
CIM
534
Contravisory Investment Management
Massachusetts
$1.62M -$148K -596 -9%
PCM
535
Prana Capital Management
Connecticut
$1.6M +$1.53M +6,151 New
TC
536
TownSquare Capital
Utah
$1.58M +$45.2K +182 +3%
HWMA
537
Heritage Wealth Management (Arizona)
Arizona
$1.58M -$117K -472 -7%
HFO
538
Heritage Family Offices
Arizona
$1.58M +$1.51M +6,091 New
AWM
539
Axxcess Wealth Management
California
$1.58M +$170K +686 +13%
FRA
540
Frank Rimerman Advisors
California
$1.57M +$1.5M +6,049 New
SA
541
SpiderRock Advisors
Delaware
$1.57M -$4.97M -20,014 -77%
VA
542
Vident Advisory
Georgia
$1.56M -$15.9M -64,130 -91%
HIS
543
Harvest Investment Services
Illinois
$1.55M +$942K +3,799 +174%
SIA
544
Schechter Investment Advisors
Michigan
$1.54M -$9.18K -37 -0.6%
CIC
545
Crawford Investment Counsel
Georgia
$1.54M -$5.46K -22 -0.4%
Squarepoint
546
Squarepoint
New York
$1.54M +$10.2K +41 +0.7%
MCM
547
MAI Capital Management
Ohio
$1.53M +$53.3K +215 +4%
CAS
548
Coppell Advisory Solutions
Texas
$1.52M +$1.46M +5,869 New
PIM
549
Penobscot Investment Management
Massachusetts
$1.52M +$60.8K +245 +4%
DI
550
Disciplined Investments
Oklahoma
$1.51M +$1.44M +5,811 New

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.