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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,142 hedge funds and large institutions have $49B invested in Arthur J. Gallagher & Co in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 456 increasing their positions, 381 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,142
Holders Change
+21
Holders Change %
+1.87%
% of All Funds
16.61%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.6%
New
113
Increased
456
Reduced
381
Closed
77
Calls
$160M
Puts
$102M
Net Calls
+$58.4M
Net Calls Change
+$9.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.04B
2
Capital World Investors
Capital World Investors
California
$1.51B
3
Morgan Stanley
Morgan Stanley
New York
$1.82B
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$271M
5
SFFS
Stonehage Fleming Financial Services
Jersey
$167M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$2.64B
2
Boston Partners
Boston Partners
Massachusetts
$232M
3
Barclays
Barclays
United Kingdom
$157M
4
CI
Cooper Investors
Australia
$41.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
651
TritonPoint Wealth
Maryland
$826K -$143K -550 -15%
GS
652
GTS Securities
New York
$821K +$821K +3,166 New
Nomura Holdings
653
Nomura Holdings
Japan
$819K +$370K +1,428 +82%
FCI
654
Financial Counselors Inc
Kansas
$817K -$31.9K -123 -4%
Empower Advisory Group
655
Empower Advisory Group
Colorado
$816K +$816K +3,148 New
DT
656
Diversified Trust
Tennessee
$812K +$14.3K +55 +2%
SPA
657
Sherbrooke Park Advisers
New York
$804K +$804K +3,100 New
LNWWM
658
Laird Norton Wetherby Wealth Management
California
$803K -$16.3K -63 -2%
PO
659
Private Ocean
California
$801K +$1.04K +4 +0.1%
CSIC
660
Clifford Swan Investment Counsel
California
$800K – – –
CRC
661
Curi RMB Capital
Illinois
$797K -$249K -960 -24%
FSC
662
Full Sail Capital
Oklahoma
$795K – – –
SPIA
663
Steward Partners Investment Advisory
New York
$793K +$43.6K +168 +6%
RIL
664
Rothschild Investment LLC
Illinois
$789K -$67.9K -262 -8%
PNC
665
Park National Corp
Ohio
$783K +$519 +2 +0.1%
ACM
666
Advisors Capital Management
New Jersey
$778K +$24.4K +94 +3%
AF
667
Allworth Financial
California
$775K -$576K -2,133 -43%
BPA
668
Beacon Pointe Advisors
California
$771K -$32.8M -126,629 -98%
FTWA
669
Fifth Third Wealth Advisors
Ohio
$765K +$558K +2,152 +269%
CCA
670
Checchi Capital Advisers
California
$764K +$8.04K +31 +1%
TCB
671
Texas Capital Bancshares
Texas
$763K -$519 -2 -0.1%
TNBTD
672
Trustmark National Bank Trust Department
Mississippi
$762K -$94.1K -363 -11%
CIA
673
Compass Ion Advisors
Pennsylvania
$748K – – –
WEG
674
World Equity Group
Illinois
$742K -$638K -2,460 -46%
OAM
675
Occidental Asset Management
California
$741K +$3.89K +15 +0.5%
25 26
27
28 29