We are live on ! Find out more
AJG icon

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
ST
751
Smithfield Trust
Pennsylvania
$597K
PTC
752
Private Trust Company
Ohio
$596K -$41.7K -148 -7%
CTA
753
Colonial Trust Advisors
South Carolina
$594K
JWCA
754
J.W. Coons Advisors
Ohio
$592K -$83.2K -295 -12%
PFA
755
Pathway Financial Advisors
Vermont
$591K
SWP
756
Strategic Wealth Partners
Ohio
$590K +$76.1K +270 +15%
CI
757
CX Institutional
Indiana
$590K +$6.49K +23 +1%
SWM
758
Spire Wealth Management
Virginia
$587K +$61.8K +219 +12%
KA
759
Kozak & Associates
Colorado
$586K
CC
760
Centiva Capital
New York
$582K +$583K +2,068 New
OC
761
Oakworth Capital
Alabama
$563K -$13K -46 -2%
BFO
762
Biltmore Family Office
North Carolina
$563K
FMLI
763
Fukoku Mutual Life Insurance
Japan
$558K
CW
764
CreativeOne Wealth
Kansas
$554K +$56.1K +199 +11%
DWM
765
Drive Wealth Management
Utah
$554K +$3.67K +13 +0.7%
HKAM
766
Horizon Kinetics Asset Management
New York
$551K -$11K -39 -2%
BFM
767
Boothbay Fund Management
New York
$543K +$545K +1,931 New
P
768
Pitcairn
Pennsylvania
$536K -$194K -688 -27%
GL
769
Graypoint LLC
New York
$532K +$22K +78 +4%
NCM
770
Northside Capital Management
Oregon
$532K
IWC
771
Integrated Wealth Concepts
Massachusetts
$532K -$16.9K -60 -3%
BTI
772
Blue Trust Inc
Georgia
$530K +$265K +939 +85%
HIA
773
Harbor Investment Advisory
Maryland
$528K -$56.7K -201 -10%
AIA
774
Alera Investment Advisors
Illinois
$527K -$6.49K -23 -1%
NP
775
NorthRock Partners
Minnesota
$526K +$16.9K +60 +3%

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.