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Arthur J. Gallagher & Co

1,148 hedge funds and large institutions have $49.1B invested in Arthur J. Gallagher & Co in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 459 increasing their positions, 382 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $160M | Put options by funds: $102M

43% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 79

20% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 382

5% more capital invested

Capital invested by funds: $46.5B → $49.1B (+$2.55B)

3% more funds holding in top 10

Funds holding in top 10: 4041 (+1)

2% more funds holding

Funds holding: 1,1291,148 (+19)

0.7% more ownership

Funds ownership: 85.93%86.63% (+0.7%)

Holders
1,148
Holders Change
+19
Holders Change %
+1.68%
% of All Funds
16.58%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.59%
New
113
Increased
459
Reduced
382
Closed
79
Calls
$160M
Puts
$102M
Net Calls
+$58.4M
Net Calls Change
+$9.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
801
Dynamic Advisor Solutions
Arizona
$425K -$95.3K -384 -19%
LFA
802
Longview Financial Advisors
Alabama
$425K -$1.74K -7 -0.4%
MOS
803
MGO One Seven
Ohio
$422K +$101K +406 +33%
VFA
804
Values First Advisors
Tennessee
$421K +$34K +137 +9%
LIA
805
LS Investment Advisors
Michigan
$415K
CWAG
806
Compton Wealth Advisory Group
Virginia
$413K
CAM
807
Cozad Asset Management
Illinois
$410K +$54.6K +220 +16%
GWP
808
Gen-Wealth Partners
Michigan
$404K +$62.8K +253 +19%
BIAS
809
Beacon Investment Advisory Services
New Jersey
$404K +$1.74K +7 +0.5%
HPM
810
Hoxton Planning & Management
West Virginia
$403K -$5.46K -22 -1%
PA
811
Procyon Advisors
Connecticut
$400K +$1.74K +7 +0.5%
SB
812
Strategic Blueprint
Georgia
$396K -$10.7K -43 -3%
SHFA
813
SC&H Financial Advisors
Maryland
$393K -$58.3K -235 -13%
TCOV
814
Trust Company of Vermont
Vermont
$391K +$37.2K +150 +11%
MWM
815
Mission Wealth Management
California
$391K +$5.21K +21 +1%
CIA
816
Choate Investment Advisors
Massachusetts
$391K +$23.8K +96 +7%
EWA
817
EverSource Wealth Advisors
Alabama
$389K +$79.1K +319 +30%
ACP
818
Aviance Capital Partners
Florida
$389K -$2.98K -12 -0.8%
EI
819
Ellevest Inc
New York
$389K -$147K -593 -28%
HWA
820
Heritage Wealth Advisors
Virginia
$388K
WAL
821
W Advisors LLC
Tennessee
$383K +$22.3K +90 +6%
LF
822
Lantz Financial
Illinois
$379K +$4.22K +17 +1%
PPC
823
Park Place Capital
Alabama
$374K -$295K -1,191 -45%
RWA
824
River Wealth Advisors
Pennsylvania
$372K -$22.3K -90 -6%
RIA
825
Regal Investment Advisors
Michigan
$364K +$35.5K +143 +11%

AJG Hedge Fund Activity: Q2 2024 in Review

1,148 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2024, worth a combined $49.1B — up 5.5% from $46.5B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new AJG positions and 79 closed out — a net gain of 34 holders — while 459 added to existing stakes and 382 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $403M. The largest seller was Capital International Investors, cutting an estimated $213M.

  • 1,148 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2024, up from 1,129 in Q1 2024.
  • Funds reported $49.1B of Arthur J. Gallagher & Co stock for Q2 2024, up 5.5% quarter-over-quarter.
  • 113 funds opened new Arthur J. Gallagher & Co positions in Q2 2024 and 79 closed out, a net change of +34 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2024 was Fidelity Investments, an estimated $403M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2024 was Capital International Investors, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2024.