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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
CIA
676
Compass Ion Advisors
Pennsylvania
$748K
WEG
677
World Equity Group
Illinois
$742K -$610K -2,460 -46%
OAM
678
Occidental Asset Management
California
$741K +$3.72K +15 +0.5%
BFA
679
Brown Financial Advisors
Ohio
$740K +$708K +2,854 New
WB
680
Webster Bank
Connecticut
$739K
BC
681
Burney Company
Virginia
$736K
CG
682
Cynosure Group
Utah
$736K +$397K +1,602 +130%
DADC
683
D.A. Davidson & Co
Montana
$730K -$29.5K -119 -4%
ATS
684
Ashton Thomas Securities
New York
$728K +$684K +2,757 New
HWM
685
HB Wealth Management
Georgia
$721K +$105K +424 +18%
PFG
686
PAX Financial Group
Texas
$718K -$11.9K -48 -2%
HBT
687
Heartland Bank & Trust
Illinois
$710K +$5.46K +22 +0.8%
CAG
688
Csenge Advisory Group
Florida
$694K -$25.8K -104 -4%
SC
689
Scotia Capital
Ontario, Canada
$691K +$35K +141 +6%
P
690
Pitcairn
Pennsylvania
$672K +$61.3K +247 +11%
LW
691
Linscomb Wealth
Texas
$669K +$992 +4 +0.2%
CSPIA
692
Cary Street Partners Investment Advisory
Virginia
$665K +$355K +1,432 +126%
MA
693
MJP Associates
Connecticut
$663K +$112K +453 +22%
ETC
694
Exchange Traded Concepts
Oklahoma
$658K -$214K -861 -25%
GI
695
GAMMA Investing
California
$658K +$217K +874 +53%
DS
696
DRW Securities
Illinois
$656K -$566K -2,283 -47%
MG
697
Mather Group
Illinois
$654K +$119K +478 +22%
BONH
698
Bank of New Hampshire
New Hampshire
$648K
CWA
699
Clarus Wealth Advisors
Arizona
$647K -$3.72K -15 -0.6%
OIS
700
Okabena Investment Services
Minnesota
$647K

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.