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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
PA
601
Pinnacle Associates
New York
$1.03M +$619K +2,495 +170%
KPWS
602
Kestra Private Wealth Services
Texas
$1.02M -$175K -704 -15%
EHC
603
Everett Harris & Co
California
$1.02M -$26K -105 -3%
MCCP
604
Mission Creek Capital Partners
California
$1.01M -$3.6M -14,526 -79%
TIAA Trust, National Association
605
TIAA Trust, National Association
North Carolina
$1.01M +$34.5K +139 +4%
S
606
SignatureFD
Georgia
$992K +$9.68K +39 +1%
PAG
607
Private Advisory Group
Washington
$985K -$1.24K -5 -0.1%
SAM
608
Sawgrass Asset Management
Florida
$976K +$45.2K +182 +5%
MFG
609
Menard Financial Group
Texas
$971K +$15.1K +61 +2%
GAAM
610
Guinness Atkinson Asset Management
California
$969K -$15.9K -64 -2%
GM
611
GeoWealth Management
Illinois
$963K +$390K +1,572 +73%
AI
612
Atom Investors
Texas
$960K +$474K +1,910 +106%
DEA
613
DoubleLine ETF Adviser
Florida
$956K -$27.5K -111 -3%
PA
614
Parallel Advisors
California
$949K +$233K +941 +35%
FFO
615
Fiduciary Family Office
Florida
$948K -$188K -759 -17%
PP
616
Prudential plc
United Kingdom
$946K +$268K +1,082 +42%
FT
617
Fiduciary Trust
Massachusetts
$946K +$39.7K +160 +5%
RCM
618
Raleigh Capital Management
North Carolina
$944K -$30.3K -122 -3%
LGA
619
Lebenthal Global Advisors
New York
$940K +$59.5K +240 +7%
ATC
620
Argent Trust Co
Tennessee
$935K -$5.71K -23 -0.6%
FAIM
621
Financial Advocates Investment Management
Washington
$930K +$6.7K +27 +0.8%
MSS
622
Mitchell Sinkler & Starr
Pennsylvania
$926K +$7.44K +30 +0.9%
PI
623
PFG Investments
New York
$924K -$51.6K -208 -6%
FC
624
Forte Capital
New York
$918K +$163K +657 +23%
MSA
625
Marino Stram & Associates
Massachusetts
$918K +$16.6K +67 +2%

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.