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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
CWA
726
Clarus Wealth Advisors
Arizona
$649K -$43.4K -154 -6%
BCA
727
Bay Colony Advisors
Massachusetts
$648K +$28.5K +101 +5%
CG
728
Clifford Group
Massachusetts
$648K -$13.3K -47 -2%
MA
729
Montag & Associates
Georgia
$647K
PFC
730
Phocas Financial Corp
California
$647K
CSPIA
731
Cary Street Partners Investment Advisory
Virginia
$639K -$82.9K -294 -11%
PA
732
Procyon Advisors
Connecticut
$639K +$206K +731 +47%
SYBT
733
Stock Yards Bank & Trust
Kentucky
$637K -$846 -3 -0.1%
CCB
734
Country Club Bank
Missouri
$636K
PFPT
735
Pinnacle Financial Partners (Tennessee)
Tennessee
$636K +$48.5K +172 +8%
EIP
736
Epoch Investment Partners
New York
$634K -$12.3M -43,588 -95%
CI
737
Cigna Investments
Connecticut
$629K -$6.2K -22 -1%
DT
738
Diversified Trust
Tennessee
$629K -$253K -897 -29%
AIP
739
Ameritas Investment Partners
Nebraska
$624K -$22.6K -80 -3%
LOPW
740
Live Oak Private Wealth
North Carolina
$623K
QI
741
Qtron Investments
Massachusetts
$623K
4WM
742
44 Wealth Management
Oregon
$619K +$604K +2,143 New
HIC
743
Hartline Investment Corp
Illinois
$619K
OWM
744
OneAscent Wealth Management
Alabama
$617K +$618K +2,192 New
IAS
745
Insigneo Advisory Services
Florida
$616K -$269K -955 -30%
EWA
746
EP Wealth Advisors
California
$614K +$299K +1,061 +95%
VSQM
747
V-Square Quantitative Management
Illinois
$610K +$91.9K +326 +18%
BWP
748
Balboa Wealth Partners
Arizona
$610K -$34.7K -123 -5%
BPA
749
Beacon Pointe Advisors
California
$606K -$232K -822 -28%
ST
750
Somerset Trust
Pennsylvania
$598K -$9.87K -35 -2%

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.