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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
GT
651
Greenleaf Trust
Michigan
$838K +$19.6K +79 +3%
WPC
652
Wedmont Private Capital
Pennsylvania
$833K +$32K +129 +4%
IP
653
Interval Partners
New York
$828K +$792K +3,194 New
TW
654
TritonPoint Wealth
Maryland
$826K -$136K -550 -15%
GS
655
GTS Securities
New York
$821K +$785K +3,166 New
Nomura Holdings
656
Nomura Holdings
Japan
$819K +$354K +1,428 +82%
FCI
657
Financial Counselors Inc
Kansas
$817K -$30.5K -123 -4%
Empower Advisory Group
658
Empower Advisory Group
Colorado
$816K +$781K +3,148 New
DT
659
Diversified Trust
Tennessee
$812K +$13.6K +55 +2%
SPA
660
Sherbrooke Park Advisers
New York
$804K +$769K +3,100 New
LNWWM
661
Laird Norton Wetherby Wealth Management
California
$803K -$15.6K -63 -2%
PO
662
Private Ocean
California
$801K +$992 +4 +0.1%
CSIC
663
Clifford Swan Investment Counsel
California
$800K
CRC
664
Curi RMB Capital
Illinois
$797K -$238K -960 -24%
FSC
665
Full Sail Capital
Oklahoma
$795K
SPIA
666
Steward Partners Investment Advisory
New York
$793K +$41.7K +168 +6%
RIL
667
Rothschild Investment LLC
Illinois
$789K -$65K -262 -8%
PNC
668
Park National Corp
Ohio
$783K +$496 +2 +0.1%
ACM
669
Advisors Capital Management
New Jersey
$778K +$23.3K +94 +3%
AF
670
Allworth Financial
California
$775K -$529K -2,133 -43%
BPA
671
Beacon Pointe Advisors
California
$771K -$31.4M -126,629 -98%
FTWA
672
Fifth Third Wealth Advisors
Ohio
$765K +$534K +2,152 +269%
CCA
673
Checchi Capital Advisers
California
$764K +$7.69K +31 +1%
TCB
674
Texas Capital Bancshares
Texas
$763K -$496 -2 -0.1%
TNBTD
675
Trustmark National Bank Trust Department
Mississippi
$762K -$90.1K -363 -11%

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.