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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 %
BFA
676
Brown Financial Advisors
Ohio
$740K +$740K +2,854 New
WB
677
Webster Bank
Connecticut
$739K – – –
BC
678
Burney Company
Virginia
$736K – – –
CG
679
Cynosure Group
Utah
$736K +$415K +1,602 +130%
DADC
680
D.A. Davidson & Co
Montana
$730K -$30.9K -119 -4%
ATS
681
Ashton Thomas Securities
New York
$728K +$728K +2,757 New
HWM
682
HB Wealth Management
Georgia
$721K +$110K +424 +18%
PFG
683
PAX Financial Group
Texas
$718K -$12.4K -48 -2%
HBT
684
Heartland Bank & Trust
Illinois
$710K +$5.71K +22 +0.8%
CAG
685
Csenge Advisory Group
Florida
$694K -$27K -104 -4%
SC
686
Scotia Capital
Ontario, Canada
$691K +$36.6K +141 +6%
P
687
Pitcairn
Pennsylvania
$672K +$64.1K +247 +11%
LW
688
Linscomb Wealth
Texas
$669K +$1.04K +4 +0.2%
CSPIA
689
Cary Street Partners Investment Advisory
Virginia
$665K +$371K +1,432 +126%
MA
690
MJP Associates
Connecticut
$663K +$117K +453 +22%
ETC
691
Exchange Traded Concepts
Oklahoma
$658K -$223K -861 -25%
GI
692
GAMMA Investing
California
$658K +$227K +874 +53%
DS
693
DRW Securities
Illinois
$656K -$591K -2,283 -47%
MG
694
Mather Group
Illinois
$654K +$120K +478 +22%
BONH
695
Bank of New Hampshire
New Hampshire
$648K – – –
CWA
696
Clarus Wealth Advisors
Arizona
$647K -$4.02K -15 -0.6%
OIS
697
Okabena Investment Services
Minnesota
$647K – – –
IAA
698
Independent Advisor Alliance
North Carolina
$645K +$260K +1,003 +68%
KWM
699
Kolinsky Wealth Management
New Jersey
$641K +$22.3K +86 +4%
CAAS
700
Capital Asset Advisory Services
Michigan
$640K -$10.8K -41 -2%
26 27
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