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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
AWM
526
Axxcess Wealth Management
California
$1.92M +$212K +751 +12%
SFI
527
Siemens Fonds Invest
Germany
$1.92M -$82.9K -294 -4%
ACM
528
Aster Capital Management
United Arab Emirates
$1.92M +$1.92M +6,807 New
MYAM
529
Meiji Yasuda Asset Management
Japan
$1.89M -$22.6K -80 -1%
DC
530
Davenport & Co
Virginia
$1.88M +$93.9K +333 +5%
WDA
531
Wendell David Associates
New Hampshire
$1.87M +$877K +3,109 +88%
VWM
532
VCI Wealth Management
Missouri
$1.86M +$1.86M +6,610 New
HAG
533
HighPoint Advisor Group
Illinois
$1.85M +$13K +46 +0.7%
Assenagon Asset Management
534
Assenagon Asset Management
Luxembourg
$1.84M +$595K +2,110 +48%
AG
535
Ascent Group
Virginia
$1.84M -$1.31M -4,630 -41%
CWM
536
Cabot Wealth Management
Massachusetts
$1.83M
HA
537
Harbor Advisors
Florida
$1.83M
FMN
538
Financial Management Network
California
$1.83M -$153K -543 -8%
KRSITF
539
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.83M -$158K -561 -8%
BAMF
540
BI Asset Management Fondsmaeglerselskab
Denmark
$1.81M +$193K +685 +12%
SI
541
Stephens Inc
Arkansas
$1.78M +$3.1K +11 +0.2%
TMAM
542
Tokio Marine Asset Management
Japan
$1.76M +$200K +709 +13%
I
543
InceptionR
California
$1.74M +$1.74M +6,178 New
FFA
544
Fairfield Financial Advisors
Massachusetts
$1.73M +$151K +537 +10%
FRA
545
Frank Rimerman Advisors
California
$1.7M +$2.26K +8 +0.1%
O
546
Ossiam
France
$1.7M -$99K -351 -5%
NEI
547
Northwest & Ethical Investments
Ontario, Canada
$1.7M -$741K -2,626 -30%
Lido Advisors
548
Lido Advisors
California
$1.69M +$201K +714 +13%
NICM
549
Neo Ivy Capital Management
New York
$1.69M +$1.69M +5,996 New
HFO
550
Heritage Family Offices
Arizona
$1.68M -$31.9K -113 -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.