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Arthur J. Gallagher & Co

1,199 hedge funds and large institutions have $52.8B invested in Arthur J. Gallagher & Co in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 434 increasing their positions, 450 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 59

77% more call options, than puts

Call options by funds: $159M | Put options by funds: $89.9M

8% more capital invested

Capital invested by funds: $49.1B → $52.8B (+$3.68B)

4% more funds holding

Funds holding: 1,1481,199 (+51)

0.96% less ownership

Funds ownership: 86.63%85.67% (-0.96%)

4% less repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 450

20% less funds holding in top 10

Funds holding in top 10: 4133 (-8)

Holders
1,199
Holders Change
+51
Holders Change %
+4.44%
% of All Funds
17.22%
Holding in Top 10
33
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.51%
% of All Funds
0.47%
New
120
Increased
434
Reduced
450
Closed
59
Calls
$159M
Puts
$89.9M
Net Calls
+$69.4M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
WEG
676
World Equity Group
Illinois
$837K +$32.4K +115 +4%
Empower Advisory Group
677
Empower Advisory Group
Colorado
$837K -$49.1K -174 -6%
OAM
678
Occidental Asset Management
California
$835K +$31.6K +112 +4%
KeyBank National Association
679
KeyBank National Association
Ohio
$835K +$214K +760 +34%
AF
680
Allworth Financial
California
$829K +$22.3K +79 +3%
TW
681
TritonPoint Wealth
Maryland
$825K -$65.1K -231 -7%
JF
682
Jump Financial
Illinois
$822K +$359K +1,274 +77%
TCB
683
Texas Capital Bancshares
Texas
$821K -$6.77K -24 -0.8%
OFS
684
OneAscent Financial Services
Alabama
$818K +$820K +2,907 New
WB
685
Webster Bank
Connecticut
$802K
DADC
686
D.A. Davidson & Co
Montana
$801K +$8.46K +30 +1%
BC
687
Burney Company
Virginia
$799K
FTWA
688
Fifth Third Wealth Advisors
Ohio
$793K -$37.5K -133 -5%
AI
689
Atom Investors
Texas
$788K -$255K -903 -24%
GIA
690
Guyasuta Investment Advisors
Pennsylvania
$788K
ATS
691
Ashton Thomas Securities
New York
$783K +$7.05K +25 +0.9%
SC
692
Scotia Capital
Ontario, Canada
$773K +$23.1K +82 +3%
FF
693
Friedenthal Financial
New Jersey
$759K +$761K +2,698 New
MM
694
MQS Management
New York
$749K +$751K +2,663 New
HBT
695
Heartland Bank & Trust
Illinois
$744K -$26.2K -93 -3%
CAG
696
Csenge Advisory Group
Florida
$741K -$28.5K -101 -4%
CG
697
Cynosure Group
Utah
$741K -$57.8K -205 -7%
CIC
698
Crawford Investment Counsel
Georgia
$740K -$931K -3,300 -56%
ETC
699
Exchange Traded Concepts
Oklahoma
$739K +$25.9K +92 +4%
AAM
700
Advisors Asset Management
Colorado
$736K -$215K -762 -23%

AJG Hedge Fund Activity: Q3 2024 in Review

1,199 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2024, worth a combined $52.8B — up 7.5% from $49.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AJG positions and 59 closed out — a net gain of 61 holders — while 434 added to existing stakes and 450 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $174M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $207M.

  • 1,199 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2024, up from 1,148 in Q2 2024.
  • Funds reported $52.8B of Arthur J. Gallagher & Co stock for Q3 2024, up 7.5% quarter-over-quarter.
  • 120 funds opened new Arthur J. Gallagher & Co positions in Q3 2024 and 59 closed out, a net change of +61 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2024 was Principal Financial Group, an estimated $174M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $207M sold.

Based on aggregated 13F filings for Q3 2024.