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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
LCWP
776
Legacy Capital Wealth Partners
Arkansas
$526K -$15.2K -54 -3%
APW
777
Austin Private Wealth
Texas
$522K +$7.9K +28 +2%
ACS
778
Archford Capital Strategies
Illinois
$521K
ACA
779
Aptus Capital Advisors
Alabama
$521K -$3.67K -13 -0.7%
AC
780
AXQ Capital
New Jersey
$519K +$520K +1,844 New
TTWM
781
TCV Trust & Wealth Management
Virginia
$512K -$80.4K -285 -14%
LS
782
Livforsakringsbolaget Skandia
Sweden
$508K +$378K +1,341 +288%
ILI
783
Invesco LLC (Illinois)
Illinois
$506K
SB
784
Simmons Bank
Arkansas
$503K +$23.1K +82 +5%
RFO
785
RiverGlades Family Offices
Florida
$499K +$35.3K +125 +8%
PP
786
Patron Partners
Texas
$498K -$11.3K -40 -2%
FIM
787
Freedom Investment Management
Connecticut
$493K +$6.77K +24 +1%
EH
788
Equitable Holdings
New York
$493K +$6.2K +22 +1%
MYIA
789
Mount Yale Investment Advisors
Colorado
$493K -$6.77K -24 -1%
QCG
790
Quadrant Capital Group
Ohio
$492K -$2.54K -9 -0.5%
BCAM
791
Boston Common Asset Management
Massachusetts
$492K
IA
792
IFP Advisors
Florida
$490K -$43.1K -153 -8%
ANBT
793
American National Bank & Trust
Texas
$489K -$45.7K -162 -9%
CPC
794
Cookson Peirce & Co
Pennsylvania
$489K -$3.95K -14 -0.8%
OWP
795
Obermeyer Wealth Partners
Colorado
$489K
GS
796
GTS Securities
New York
$484K -$408K -1,445 -46%
LFA
797
Longview Financial Advisors
Alabama
$483K +$22.3K +79 +5%
MSS
798
Mitchell Sinkler & Starr
Pennsylvania
$478K -$508K -1,800 -51%
PMSA
799
Patrick M. Sweeney & Associates
Illinois
$478K -$4.23K -15 -0.9%
PWLP
800
Prio Wealth Limited Partnership
Massachusetts
$477K

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.