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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
MIM
576
Merrion Investment Management
New Jersey
$1.22M
MMA
577
Miracle Mile Advisors
California
$1.18M -$3.23K -13 -0.3%
HCM
578
HMS Capital Management
Tennessee
$1.17M +$83.4K +336 +8%
SS
579
Sunbelt Securities
Texas
$1.15M -$61.8K -249 -5%
VI
580
Vestcor Inc
New Brunswick, Canada
$1.15M +$153K +615 +16%
Assenagon Asset Management
581
Assenagon Asset Management
Luxembourg
$1.15M +$49.9K +201 +5%
EWM
582
EPG Wealth Management
Georgia
$1.15M -$1.01M -4,061 Closed
DIA
583
Dana Investment Advisors
Wisconsin
$1.14M +$3.72K +15 +0.3%
KTA
584
Keeley-Teton Advisors
Illinois
$1.13M +$744 +3 +0.1%
EIP
585
Ellis Investment Partners
Pennsylvania
$1.13M +$3.23K +13 +0.3%
CWM
586
Connecticut Wealth Management
Connecticut
$1.12M +$4.71K +19 +0.4%
CPA
587
Court Place Advisors
Maryland
$1.12M +$449K +1,810 +72%
AWA
588
Arete Wealth Advisors
Illinois
$1.11M +$1.06M +4,277 New
TW
589
TrinityPoint Wealth
Connecticut
$1.1M +$25.6K +103 +2%
DJSG
590
D.J. St. Germain
Massachusetts
$1.09M
Teacher Retirement System of Texas
591
Teacher Retirement System of Texas
Texas
$1.09M -$341K -1,375 -25%
LIP
592
Lighthouse Investment Partners
Florida
$1.08M -$11.6M -46,953 -92%
WS
593
Wedbush Securities
California
$1.06M +$67.5K +272 +7%
PCM
594
Parsons Capital Management
Rhode Island
$1.05M +$1M +4,050 New
WDC
595
Woodward Diversified Capital
California
$1.05M +$163K +659 +20%
NL
596
NVWM LLC
Pennsylvania
$1.04M -$3.47K -14 -0.3%
IWA
597
IBEX Wealth Advisors
New Jersey
$1.04M -$97K -391 -9%
AT
598
Arlington Trust
Alabama
$1.04M +$198K +798 +25%
EIM
599
Essex Investment Management
Massachusetts
$1.03M -$227K -916 -19%
BW
600
Bison Wealth
Georgia
$1.03M

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.